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Headline Issue Diary Date
UK regulator proposes stronger requirements on oversight of juristic representatives 204 CompliNEWS 06 Dec 2021
12% of UK professionals supervised by AML authorities were at risk of non-compliance – report 204 CompliNEWS 06 Dec 2021
Luxury goods and financial crime 204 CompliNEWS 06 Dec 2021
Cape Town cybercrime syndicate flagged 204 CompliNEWS 06 Dec 2021
UK's ICO issues its largest fine to tackle illegal pension cold calls 202 CompliNEWS 28 Nov 2021
Employee training: The modern way 202 CompliNEWS 28 Nov 2021
SA retirement funds collaborate regarding investments 202 CompliNEWS 28 Nov 2021
Cryptocurrency adds to the climate crisis – academic 202 CompliNEWS 28 Nov 2021
SA banks customer service on social media platforms can do better – BrandsEye study 202 CompliNEWS 28 Nov 2021
Financial Services Tribunal: Mbote Jeremiah du Toit Motea v New Era Life Insurance SOC LTD (application for reconsideration – debarment by FSP) 202 CompliNEWS 28 Nov 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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