Mar 8, 2020
Over the past 2 weeks or so the Coronavirus outbreak has captured the attention of the U.S. population and investors, specifically. David McPherson, FPA MA Programming Director and owner of Four Ponds Financial joins host Chris Boyd in discussing how they are attempting to add value to their clients and be proactive in communication. Listen to this discussion and consider what you might do at an important time for your client relationships.
FPA MA Partners’ Resources for Advisors:
https://www.troweprice.com/financial-intermediary/us/en/home.html
https://advisors.vanguard.com/insights/series/investor-insights
FPA Connect - Coronavirus Community:
http://fpa.informz.net/z/cjUucD9taT03ODM0NDQ1JnA9MSZ1PTgyNDMyODQ4OSZsaT02Mzc0MTkyNQ/index.html
David & Chris - sample client correspondence:
https://fourpondsfinancial.com/fourponds-blog/the-coronavirus-the-market-and-your-portfolio
https://us5.campaign-archive.com/?e=&u=2e0d1f7b7a265bc87e28f7f53&id=ff4e291aef