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Unity and opportunity in the new digital world

The financial advisor environment is run a great deal on trust and it was therefore no surprise that there was initially a great deal of worry and fear when the pandemic first hit and advisors were no longer able to meet face-to-face with their clients.

We caught up with Dan Hugo, the Chief Executive Officer-Distribution at PSG to talk about their experience in shifting from face-to-face, to this new digital environment in which the world finds itself. How did they keep and build trust with their clients? What opportunities did this new digital environment offer?

Listen to what he had to say below:







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