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We live in interesting times as financial advisory firms come to terms with the lockdown and the gradual release from that. It will be interesting to see whether the efficiencies generated by working from home, webinars and client meetings on Zoom, Skype or Teams and documents completed and signed on docusign (other digital confirmation systems are available) become the new normal or whether advisers will return to face-to-face client meetings as soon as they can. There will be very few advisers who have managed to continue to do business at the same levels that they been accustomed to achieving. In…

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TC Compliance Services Tony Catt is a freelance compliance consultant working with several firms of different sizes. "I have previously been an adviser, which gives me a good understanding of the advice process and dealing with customers and I enjoy a close relationship with my adviser clients"

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