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Headline Issue Diary Date
Objections raised on Treasury’s proposed levies 222 CompliNEWS 06 May 2022
Prince Charles announces UK ‘data reform’ bill, and with it throwing EU adequacy status into limbo 222 CompliNEWS 06 May 2022
Excess returns on private equity deals peak with market downturn – new study 222 CompliNEWS 06 May 2022
Is investing in private equity like buying fine wine? 222 CompliNEWS 06 May 2022
'Don’t let private equity make a fool of you' 222 CompliNEWS 06 May 2022
Will offshore entities become popular for blockchain company formation? 222 CompliNEWS 06 May 2022
Enforcement notices sent to you by the Information Regulator 222 CompliNEWS 06 May 2022
Four things Millennials want from the workplace 222 CompliNEWS 06 May 2022
Money-laundering risks on the rise in real estate sector 222 CompliNEWS 06 May 2022
FSCA issues public warning against Polycarp, Jan Nkuna and Wink World Wide (Pty) Ltd 222 CompliNEWS 06 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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