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Headline Issue Diary Date
Annual conference of the International Association of Insurance Supervisors: Cape Town 349 CompliNEWS 22 Nov 2024
CMC Markets Investment promising returns of R448 800 in four days: FSCA warning 349 CompliNEWS 22 Nov 2024
Warning against unauthorised investment offers by Felicitie Jacobs 349 CompliNEWS 22 Nov 2024
Moagi v Clientele: Sales agent induced unemployed customer to buy a product that she could not afford 349 CompliNEWS 22 Nov 2024
Strategic planning tools 349 CompliNEWS 22 Nov 2024
FSCA issues caution regarding Grant Julius Funeral Directors 349 CompliNEWS 22 Nov 2024
Public warned about Finworth Funeral Insurance 349 CompliNEWS 22 Nov 2024
Unauthorised funeral insurance by Magoda Funeral Parlour 349 CompliNEWS 22 Nov 2024
FSCA debars Ms Sarsha-Lee Frank for five years 349 CompliNEWS 22 Nov 2024
Regulatory crackdown: FSCA imposes penalty of R1m and debarment (15 years) on Mr Mareo Nel 349 CompliNEWS 22 Nov 2024
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Working Smart

By Lee Rossini

In the world of financial services, technical expertise remains vital – but it’s no longer enough on its own. As markets shift, client expectations rise, and technologies reshape how advice is delivered, financial advisers must increasingly draw on a robust set of soft skills to remain competitive and relevant. Soft skills are no longer 'nice to have' – they are essential for building trust, navigating complexity, and driving long-term success. According to Professor Adam Grant, an organisational psychologist at Wharton, five soft skills stand out as especially critical for the future. These qualities not only support better client outcomes but also foster stronger teams, smarter innovation, and a more resilient business.

CPD

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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