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Headline Issue Diary Date
World leaders implicated in Pandora Papers exposé 194 CompliNEWS 03 Oct 2021
Surge in complaints to Tax Ombud 194 CompliNEWS 03 Oct 2021
Environmental, Social, and Governance (ESG) webinar 194 CompliNEWS 03 Oct 2021
Compliance is the be all – and end all – of success in the insurance industry 194 CompliNEWS 03 Oct 2021
Does dirty money need banking secrecy to thrive? 194 CompliNEWS 03 Oct 2021
Latest decisions by the Financial Services Tribunal 194 CompliNEWS 03 Oct 2021
FATF reports back on Canada 194 CompliNEWS 03 Oct 2021
FSCA FAIS notices 2021 194 CompliNEWS 03 Oct 2021
Business gets a breather as lockdown is eased 194 CompliNEWS 03 Oct 2021
Draft Companies Amendment Bill gazetted 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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