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Headline Issue Diary Date
Writing effectively 165 CompliNEWS 15 Mar 2021
Sekunjalo 'conspiracy' theory gets short shrift from MPs 165 CompliNEWS 15 Mar 2021
FST case summary involving Swanepoel NNO and LSI Makelaars CC and others – Application for reconsideration FAIS Ombud determination 165 CompliNEWS 15 Mar 2021
Unlisted investment sector in Namibia 165 CompliNEWS 15 Mar 2021
FSCA issues public warning against FWT Markets and Forex Kings 165 CompliNEWS 15 Mar 2021
The FSCA warns the public against an entity purporting to be the Constantia Insurance Group 165 CompliNEWS 15 Mar 2021
Bill aims to push transformation in financial sector 165 CompliNEWS 15 Mar 2021
Treasury rejects DA Bill to leverage pensions 165 CompliNEWS 15 Mar 2021
Cloud’s the limit for tech start-ups 165 CompliNEWS 15 Mar 2021
14-year-old advice comes back to haunt Barclays 165 CompliNEWS 15 Mar 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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