17th March 2020

Clearly, it’s a challenging time for everyone right now; over the last few weeks, we have had many discussions with clients about how to continue to engage with advisory groups.  Some of these clients hadn’t experienced our online advisory approach, so we had to reassure them that, actually, you can still have plenty of interactivity and spontaneity without everyone being in a room together.


We’ve included some details of what we were trying to achieve, and an overview of what we are doing to try to capture those valuable truths, opinions and details.

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