Effective financial guidance is about helping clients keep their eye on the bigger picture, but it's important to remember that clients often need reminders about the short-term things too. For example, student loan payments were suspended last year during the COVID-19 crisis to give loan holders some financial relief, but those payments are set to resume on October 1st. This Bloomberg article is a good template for using content to make sure your clients are on top of all aspects of their financial lives.
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