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Headline Issue Diary Date
Cyber incidents targeting UK financial services providers explode 216 CompliNEWS 25 Mar 2022
Crypto firms are fleeing UK ahead of FCA’s 31 March 2022 deadline 216 CompliNEWS 25 Mar 2022
Value of private equity deals doubles to reach $1.1tn in 2021 216 CompliNEWS 25 Mar 2022
2022 Global Private Equity Survey shows how firms are taking a strategic leap forward as they find new pathways for value creation 216 CompliNEWS 25 Mar 2022
EY survey highlights value of private equity and venture capital 216 CompliNEWS 25 Mar 2022
Expert says hybrid office a permanent fixture 216 CompliNEWS 25 Mar 2022
Judge sets precedent in UK bitcoin ruling 216 CompliNEWS 25 Mar 2022
New schedule of fees for auditors 216 CompliNEWS 25 Mar 2022
Cameras in online meetings: on or off? 216 CompliNEWS 25 Mar 2022
Reminder regarding the updating of representative registers 216 CompliNEWS 25 Mar 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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