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Headline Issue Diary Date
VBS Bank creditors start receiving payments 210 CompliNEWS 04 Feb 2022
Primary health insurance policy reprieve 210 CompliNEWS 04 Feb 2022
Six of Australia's largest financial institutions fork out $3.15billion to customers who suffered detriment because of fees for no service misconduct or non-compliant advice 210 CompliNEWS 04 Feb 2022
Crypto regulations around the world 210 CompliNEWS 04 Feb 2022
The FIC's YouTube channel 210 CompliNEWS 04 Feb 2022
Joint roadmap for the development of a regulatory framework for Central Clearing in SA 210 CompliNEWS 04 Feb 2022
Latest FAIS Notices 210 CompliNEWS 04 Feb 2022
Joint Notice 1 of 2022 in terms of FSRA – Extension of periods in respect of margin requirements for non-centrally cleared over the counter derivative transactions 210 CompliNEWS 04 Feb 2022
MTI liquidators hit back at investors 210 CompliNEWS 04 Feb 2022
EU questions Google Analytics' ability to protect data 210 CompliNEWS 04 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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