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Headline Issue Diary Date
Season's Greetings 204 CompliNEWS 06 Dec 2021
SA firms in the midst of 'digital revolution' 204 CompliNEWS 06 Dec 2021
SARS to change rates for retirement funds income 204 CompliNEWS 06 Dec 2021
Reminder re PAIA Manual deadline 204 CompliNEWS 06 Dec 2021
Pension Funds Bill ‘undesirability’ unpacked 204 CompliNEWS 06 Dec 2021
Finding the right tech/human ratio 204 CompliNEWS 06 Dec 2021
Using fintech to redefine client engagement 204 CompliNEWS 06 Dec 2021
Global ESG initiatives put compliance officers on steep learning curve 204 CompliNEWS 06 Dec 2021
Ethics at Work: 2021 international survey of employees 33 CompliNEWS Ethics 06 Dec 2021
Social and Ethics Committee Trends Survey 2021 33 CompliNEWS Ethics 06 Dec 2021
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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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