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Headline Issue Diary Date
Elections 2021 and the processing of personal information 196 CompliNEWS 18 Oct 2021
Big banks going after stokvel cash 195 CompliNEWS 08 Oct 2021
Twitch data breach 195 CompliNEWS 08 Oct 2021
World's businesses transforming digitally – survey, industry digital transformation set to soar 195 CompliNEWS 08 Oct 2021
Popia likely to lead to costly class action cases 195 CompliNEWS 08 Oct 2021
FCSA calls for centralised pension fund 195 CompliNEWS 08 Oct 2021
FST case summary involving Viva Life Insurance Limited v The Prudential Authority 195 CompliNEWS 08 Oct 2021
The Rocket Model, an eight-step framework to boost team performance 195 CompliNEWS 08 Oct 2021
The evolution of third-party risk management and ESG 195 CompliNEWS 08 Oct 2021
Event – Navigating the risk landscape of ICT investment in Africa: A view from the continent 195 CompliNEWS 08 Oct 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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