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Headline Issue Diary Date
'Do advisers need to prepare for influx of ESG-crazed clients?' 231 CompliNEWS 11 Jul 2022
EU delegates set for Fatca crunch talks with US 231 CompliNEWS 11 Jul 2022
Five ways to deal with stress in the workplace 231 CompliNEWS 11 Jul 2022
Old Mutual liable for over R1.7bn in Fidentia scandal-related damages; Old Mutual to appeal 231 CompliNEWS 11 Jul 2022
FSCA Regulation Plan 2022-25 key projects 231 CompliNEWS 11 Jul 2022
South African Reserve Bank sights firmly set on crypto regulation 231 CompliNEWS 11 Jul 2022
Short-term Insurance Briefcase – recent rulings by the Ombud 231 CompliNEWS 11 Jul 2022
Speech by Adv Pansy Tlakula: Chairperson of the Information Regulator addresses the media 231 CompliNEWS 11 Jul 2022
Approved amendments to the JSE equities rules (trading system) 231 CompliNEWS 11 Jul 2022
Amalgamation of CIS portfolios – FSCA publishes draft exemption notice on section 99 of CISCA; for comment by 8 August 2022 231 CompliNEWS 11 Jul 2022
Working Smart

By Lee Rossini

To build a sustainable business in today’s complex environment, financial planners need to offer more than expert recommendations. It requires cultivating strong partnerships with clients built on collaboration. Collaboration is more than just communication; it is the process of working jointly with clients to identify their goals, understand their challenges, and co-create tailored solutions that align with their financial aspirations. By adopting a collaborative approach, planners can gain deeper insights into client needs, strengthen trust, and deliver advice that truly resonates.

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