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Headline Issue Diary Date
Russia continues to be sanctioned over Ukraine invasion – full coverage 212 CompliNEWS 27 Feb 2022
Institute of Directors South Africa's 'Guidance for Boards' 212 CompliNEWS 27 Feb 2022
New wave of fraud targeting bank customers – OBS 212 CompliNEWS 27 Feb 2022
UK companies must make climate-related disclosures 211 CompliNEWS 20 Feb 2022
Mirror Trading International suspect arrested 211 CompliNEWS 20 Feb 2022
Study flags Wall Street links to cryptocurrencies 211 CompliNEWS 20 Feb 2022
Regulator for .za namespace seeks new operator 211 CompliNEWS 20 Feb 2022
Gauteng High Court (Johannesburg) – Ragavan and Others v Optimum Coal Terminal (Pty) Ltd and Others (powers of directors and business rescue practitioners – Companies Act) 211 CompliNEWS 20 Feb 2022
Old Mutual received higher than expected death claims 211 CompliNEWS 20 Feb 2022
How to write better emails 211 CompliNEWS 20 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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