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Macroeconomic & Geopolitical
The Inflation Conversation: Preparing Your Clients For The Potential Impact To Their Financial Portfolios
As inflation increasingly becomes a topic of speculation in the media, it may be top of mind for your clients. Will global economies continue to battle COVID-related setbacks?
Client Experience
Enhance Client Relationships with Tech
The end of the year is an ideal time to check in with clients to gauge their financial and emotional wellbeing. Especially in the current environment, your clients may want reassurance that they’ll be okay.