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How wealth managers can maintain valuable relationships during lockdown

, 29/06/2020

By Steven Hewlett-Light, head of product delivery at Recordsure

For the first time in living memory, the vast majority of the global population has been ordered to stay indoors.

This has shifted the dynamic on how we interact with people: individuals are swapping their coffee meetings for screen interactions.

Steven Hewlett-Light

With the wealth management sector re...


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