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Headline Issue Diary Date
Third-party risk tops the compliance watchlist 223 CompliNEWS 15 May 2022
The FSCA’s strategy sheds light on compliance focus areas 223 CompliNEWS 15 May 2022
Shifting goalposts: the many challenges of a compliance officer 223 CompliNEWS 15 May 2022
When trust takes away from effective collaboration 36 CompliNEWS Ethics 18 May 2022
Podcast – Code of Good Practice on the Prevention and Elimination of Harassment in the Workplace 36 CompliNEWS Ethics 18 May 2022
Is business the last stand against moral chaos? 36 CompliNEWS Ethics 18 May 2022
One can be retrenched with zero severance for refusing vaccination, CCMA rules 36 CompliNEWS Ethics 18 May 2022
South African banks with the most fraud complaints 36 CompliNEWS Ethics 18 May 2022
Ethics and sustainability 36 CompliNEWS Ethics 18 May 2022
Ethical Leadership Symposium 36 CompliNEWS Ethics 18 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.

CPD

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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