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Headline	Issue	Diary	Date
Reminder – public hearings on new Deposit Insurance Levies Bill	217	CompliNEWS	01 Apr 2022
FSCA warns the public against Belarussian entity	217	CompliNEWS	01 Apr 2022
FSCA warns the public against Trade Ltd	217	CompliNEWS	01 Apr 2022
Broker makes remote advice a permanent feature	217	CompliNEWS	01 Apr 2022
The FSCA warns the public against Netsiavule Funeral Services	217	CompliNEWS	01 Apr 2022
FSCA issues public warning against Billionaires Matrix Club and Limpho Namane	217	CompliNEWS	01 Apr 2022
Director gets 11-year ban for £6.7m investment 'scam'	217	CompliNEWS	01 Apr 2022
‘Time to go back to the office’?	217	CompliNEWS	01 Apr 2022
Technology making banks invisible to their customers	217	CompliNEWS	01 Apr 2022
Suspended 3Sixty Life curator facing disciplinary action	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.