Year in review: Pandemic edition
![Women clients sitting in conference room](https://s32566.pcdn.co/wp-content/uploads/2020/12/Adviser-client-women_opt-951x634.jpg.optimal.jpg)
By taking stock of what clients got right in this very weird year, you can set the stage for a strong start in the New Year
It’s been a ride, that’s for sure. Nearly everyone alive has experienced some shift in their routines this year, and we’ve all developed new habits and patterns of living to accommodate.
As we close the books on this strange and tumultuous year, I’ve put together a thought exercise, based
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