Unprecedented economic and social changes have led to significant stress for both clients and advisors. MoneyGuide is prepared and taking the necessary steps to ensure continuity in the services and support advisors receive.
It’s important to remember that financial planning helps make market fluctuations less scary and helps clients focus on the long-term picture. Now, more than ever, is the time for them to stick to their financial plan.
All you need is a computer and an internet connection to use MoneyGuide to stay connected with your clients. In MoneyGuide’s new “Virtual Planning Guide,” they’ve shared tips for virtual meetings and powerful MoneyGuide features to help facilitate client conversations, keep them on track and feeling confident in their financial future.
CLICK HERE TO VIEW MONEYGUIDE VIRUTAL PLANNING GUIDE
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