Keith Churchouse: Advice is still very personal - even if it is virtual

'Getting personal'

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Keith Churchouse: Advice is still very personal - even if it is virtual

Why would you not want to truly know your client? While getting up close with clients is impossible for now, getting personal is still all-important, writes Keith Churchouse...

One of the most rewarding elements of my work as a financial planner has always been the direct client engagement. It continues to be the best, even if for safety this is currently not face-to-face,...

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