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Headline Issue Diary Date
How to make yourself indispensable in the workplace 193 CompliNEWS 26 Sep 2021
FST case summary involving Mushoma and First National Bank a division of Firstrand Bank Limited (debarment case) 193 CompliNEWS 26 Sep 2021
BaFin issues fine to digital bank N26 for delayed reporting of suspicious money-laundering activity 193 CompliNEWS 26 Sep 2021
PoPIA will impact job interviews 193 CompliNEWS 26 Sep 2021
Money launderer gets 15 years 193 CompliNEWS 26 Sep 2021
Can Information Regulator succeed where HRC failed? 193 CompliNEWS 26 Sep 2021
Draft Companies Amendment Bill expected tomorrow 193 CompliNEWS 26 Sep 2021
SA in top 20 on organised crime index 193 CompliNEWS 26 Sep 2021
Alleged sham loan sites facing massive class action 193 CompliNEWS 26 Sep 2021
Sabric study finds increase in digital banking fraud 193 CompliNEWS 26 Sep 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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Subscribers are reminded that they can complete monthly CPD quizzes and claim CPD hours before the 31 May 2025 deadline. View the CPD FAQs for more on accessing the CPD quizzes.

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