Has COVID-19 changed financial planning meetings forever?

Clarion chartered financial planner Peter Butcher takes a look at how the lockdown has changed how we communicate with clients and whether that change will be permanent. Video conferencing software has been available for several years, but it is only now that it has been truly embraced. The benefits of Zoom are clear; the reduction […]

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Tags: clients, communication, COVID 19, financial planning, lockdown, meeting, video conferencing, Zoom
Category: Financial Planning, Thought pieces