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Headline Issue Diary Date
EC mulls ESG Directive for large companies; Blackrock 225 CompliNEWS 27 May 2022
Fix staff shortage before NHI – hospital group 225 CompliNEWS 27 May 2022
Date set for Covid-19 regulations challenge 225 CompliNEWS 27 May 2022
The annual verified B-BBEE compliance reports in relation to section 10(4) of the B-BBEE Act of 2003 for the measurement period 1 December 2020 to 30 November 2021 224 CompliNEWS 22 May 2022
Banker unfairly dismissed for ‘emotional terrorism’ 224 CompliNEWS 22 May 2022
Crypto investors warned of tax implications 224 CompliNEWS 22 May 2022
Crypto collapse destabilises DeFi globally 224 CompliNEWS 22 May 2022
Another 'high impact' outage at Standard Bank 224 CompliNEWS 22 May 2022
Six VBS graft suspects get bail 224 CompliNEWS 22 May 2022
New powers will help protect depositors – Reserve Bank 224 CompliNEWS 22 May 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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