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Headline Issue Diary Date
SA Reserve Bank mulls digital rand for cross-border payments; regulation of crypto assets is in the offing 223 CompliNEWS 15 May 2022
SARS' plan to rake in R190bn in unpaid taxes 223 CompliNEWS 15 May 2022
Western Cape High Court – Goosen-Joubert v Women4Women (POPIA, PAIA) 223 CompliNEWS 15 May 2022
Economy: huge effort required from National Treasury 223 CompliNEWS 15 May 2022
NCOP passes three Bills, including the Employment Equity Amendment Bill 223 CompliNEWS 15 May 2022
Committee votes to move forward on NHI Bill 223 CompliNEWS 15 May 2022
Advisers cannot ignore cybersecurity 223 CompliNEWS 15 May 2022
Latest FAIS Notices 223 CompliNEWS 15 May 2022
Ethics and small businesses 36 CompliNEWS Ethics 18 May 2022
Pros and cons of Web3: the new internet 223 CompliNEWS 15 May 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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