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Headline	Issue	Diary	Date
Greensill's downfall in the UK/Australia	169	CompliNEWS	12 Apr 2021
Coinbase IPO is a huge score for the crypto platform’s 'Who’s Who' list of private equity investors	169	CompliNEWS	12 Apr 2021
NZ leads world on financial sector climate impacts	169	CompliNEWS	12 Apr 2021
Bernie Madoff, Ponzi scheme fraudster, dies in prison	169	CompliNEWS	12 Apr 2021
FST case summary involving Ntongana and Standard Bank of South Africa Ltd	169	CompliNEWS	12 Apr 2021
Employee wellbeing and remote working	169	CompliNEWS	12 Apr 2021
How 2021 is unfolding for private equity	169	CompliNEWS	12 Apr 2021
Investing in Nigeria – Private equity firm African Capital Alliance shares its experiences	169	CompliNEWS	12 Apr 2021
Global banks moving to hybrid workplaces	169	CompliNEWS	12 Apr 2021
Let SARS prosecute offenders – Judge Davis	169	CompliNEWS	12 Apr 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.