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Headline Issue Diary Date
Ruling favours Tongaat executive in FSCA matter 231 CompliNEWS 11 Jul 2022
SA in danger of being added to financial grey list 231 CompliNEWS 11 Jul 2022
Standard Bank withdraws mandatory vax policy; Old Mutual 231 CompliNEWS 11 Jul 2022
US firm awarded injunction against cyberattackers 231 CompliNEWS 11 Jul 2022
Investec discloses 2021 total carbon emissions of all the assets it financed in its R528.2bn loan book 231 CompliNEWS 11 Jul 2022
There’s only one shade of grey – FATF deadline edges closer for South Africa 231 CompliNEWS 11 Jul 2022
Organised criminals defrauding bank clients – Sabric 231 CompliNEWS 11 Jul 2022
Central African Republic to roll out digital currency 231 CompliNEWS 11 Jul 2022
Government cautions employers on Covid-19 lapses 231 CompliNEWS 11 Jul 2022
Australian adviser charged with unlicensed advice and dishonesty offences 231 CompliNEWS 11 Jul 2022
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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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Subscribers are reminded that they can complete monthly CPD quizzes and claim CPD hours before the 31 May 2025 deadline. View the CPD FAQs for more on accessing the CPD quizzes.

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