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Headline Issue Diary Date
Africa-focused private equity firm raises $900m 194 CompliNEWS 03 Oct 2021
The art of listening (for managers) 194 CompliNEWS 03 Oct 2021
Input sought on bank resolution valuation proposals 194 CompliNEWS 03 Oct 2021
FSCA – Financial Literacy Speech Competition 2021 is back 194 CompliNEWS 03 Oct 2021
Financial Institutions and Markets Act and NAMFISA Act published in Namibian gazette 194 CompliNEWS 03 Oct 2021
FAIS Ombud settled complaints – Guaranteed income plans 194 CompliNEWS 03 Oct 2021
FSCA statement on universal life policies 194 CompliNEWS 03 Oct 2021
Crypto firms beef up compliance teams as regulatory scrutiny mounts 194 CompliNEWS 03 Oct 2021
Basel AML Index 2021: What is preventing jurisdictions from tackling money laundering risks? 194 CompliNEWS 03 Oct 2021
Money laundering haunts Zimbabwe – Basel Index 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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