Keith Churchouse: When the 2020 client evolution moves to vulnerable

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Keith Churchouse: "We are not endeavouring to try to change from the position of adviser to a client's best friend, but to provide confidence that we are there, ready to serve and available to help."
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Keith Churchouse: "We are not endeavouring to try to change from the position of adviser to a client's best friend, but to provide confidence that we are there, ready to serve and available to help."

It is interesting, and in some cases concerning, to see the way that clients have changed how they communicate over the course of 2020. Some of the changes are stark. We have experienced that, i...

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