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How the pandemic has reshaped adviser-client meetings

from Financial Times

How the pandemic has reshaped adviser-client meetings Financial Times When a physician went to visit his financial adviser’s office earlier this month, a once banal meeting became a markedly different experience. On arrival, the client had to declare whether he was ill or may have come into contact with anyone who had COVID-19. He was then directed to a conference room, which bore signage stating the maximum number of occupants allowed. Only once client and adviser were seated at a safe distance could they remove their masks and continue with business as usual. READ MORE

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