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Headline Issue Diary Date
Benefits of budgeting 156 CompliNEWS 06 Jan 2021
FST case summary involving Seraphim Financial Services (Pty) Ltd and Financial Sector Conduct Authority 156 CompliNEWS 06 Jan 2021
Santam limited payout offer slammed by ICA 156 CompliNEWS 06 Jan 2021
MTI provisional liquidators appointed 156 CompliNEWS 06 Jan 2021
FATF Update: COVID-19-related money laundering and terrorist financing risks 156 CompliNEWS 06 Jan 2021
COVID-19 amended regulations gazetted 156 CompliNEWS 06 Jan 2021
Controversial asset manager appointed to Bushiri case 156 CompliNEWS 06 Jan 2021
SCA pension fund judgment guidance note issued 156 CompliNEWS 06 Jan 2021
Banking regulations amended 156 CompliNEWS 06 Jan 2021
UK's FCA warns consumers of the risks of investments advertising high returns based on cryptoassets 156 CompliNEWS 06 Jan 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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