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Headline Issue Diary Date
Latest FAIS Notices 212 CompliNEWS 27 Feb 2022
The hybrid workspace — How to get it right 212 CompliNEWS 27 Feb 2022
Share price and reputational damage – AML failings 212 CompliNEWS 27 Feb 2022
UK gambling group £9.4m for AML and social responsibility failings 212 CompliNEWS 27 Feb 2022
ESG investment performance in perspective 212 CompliNEWS 27 Feb 2022
British duo indicted in US over multi-million-dollar scheme 212 CompliNEWS 27 Feb 2022
UK regulator to hike salaries after vote for industrial action 212 CompliNEWS 27 Feb 2022
Top compliance considerations for 2022 212 CompliNEWS 27 Feb 2022
FSCA launches accredited financial literacy facilitator course 212 CompliNEWS 27 Feb 2022
Terrorist Finance – US names four SA-based alleged Isis facilitators 212 CompliNEWS 27 Feb 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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