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Headline Issue Diary Date
China’s first comprehensive personal information protection law 194 CompliNEWS 03 Oct 2021
Cookie consent 194 CompliNEWS 03 Oct 2021
Germany – Police raids in three states target international money laundering network 194 CompliNEWS 03 Oct 2021
The SmartAboutMoney.co.za consumer financial education website has gone live 194 CompliNEWS 03 Oct 2021
Money mules: How young people are lured into laundering cash 194 CompliNEWS 03 Oct 2021
UK urged to tackle ‘dirty money’ after leaked Pandora Papers 194 CompliNEWS 03 Oct 2021
Final opportunity for input on Financial Sector Laws Amendment Bill 194 CompliNEWS 03 Oct 2021
Data breach a scapegoat for Master's Office delays? 194 CompliNEWS 03 Oct 2021
Are you gearing towards ESG? 194 CompliNEWS 03 Oct 2021
Top 10 countries with the most GDPR-related fines 194 CompliNEWS 03 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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