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Headline Issue Diary Date
Information Regulator plays host to African Network of Information Commissions Conference 219 CompliNEWS 14 Apr 2022
ICIJ’s excellent guide and FAQs to Russian wealth hidden offshore 219 CompliNEWS 14 Apr 2022
Report on the state of effectiveness and compliance with the FATF Standards 219 CompliNEWS 14 Apr 2022
FATF to evaluate countries' anti-money-laundering systems more frequently – WSJ 219 CompliNEWS 14 Apr 2022
Digital transformation in compliance 219 CompliNEWS 14 Apr 2022
The changing role of the chief compliance officer 219 CompliNEWS 14 Apr 2022
How to create and sustain motivation 219 CompliNEWS 14 Apr 2022
South African Reserve Bank celebrates 100 years since issuing its first banknotes 219 CompliNEWS 14 Apr 2022
Excessive processing of employee personal information 219 CompliNEWS 14 Apr 2022
US's SEC uncovers $194m penny stock schemes that spanned three continents 219 CompliNEWS 14 Apr 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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