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Tag: coronavirus

The COVID-19 Playbook: Client Meetings

However long the COVID-19 pandemic lasts, individuals’ degree of comfort with re-engaging socially will take much longer to reach its pre-COVID-19 level, with the recovery period varying by individual and by region of the country.

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The COVID-19 Playbook

Whether the changes that the COVID-19 outbreak have wrought are permanent or not, they will surely not be fleeting. Operating your financial practice in the wake of COVID-19 will mean re-evaluating every aspect of how you conduct your business.

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