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Headline	Issue	Diary	Date
FSCA fines, debars Smart Billion directors	218	CompliNEWS	07 Apr 2022
New FAIS Notices	218	CompliNEWS	07 Apr 2022
Liberty backs down over R10m life insurance claim	218	CompliNEWS	07 Apr 2022
Insights into Generation Z and trust	35	CompliNEWS Ethics	01 Apr 2022
Venture capitalist appeals suspended prison sentence	217	CompliNEWS	01 Apr 2022
Three benefits of a four-day work week	217	CompliNEWS	01 Apr 2022
Westpac in Australia to pay $1.5m penalty for mis-selling credit life insurance	217	CompliNEWS	01 Apr 2022
Financial Services Tribunal – Murray v FSCA	217	CompliNEWS	01 Apr 2022
FSCA releases Financial Sector Outlook Study	217	CompliNEWS	01 Apr 2022
Podcast – G in ESG: no company is 'too big to fail' when it comes to governance	217	CompliNEWS	01 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.