Blue Chip Issue 86

CONTENTS
JAN/FEB/MARCH 2023
ISSUE
86
38
THE IMPACT OF COFI ON FSPS
Preparing for the “Mother” of all market
conduct legislation. By Anton Swanepoel
41
KEEP IT SIMPLE
One thing we can always be sure of is
change, says Visio
42
GAS CAN STABILISE THE NATIONAL
ECONOMY
By the Petroleum Agency South Africa
44
LOWER-INCOME CLIENTS AND
WHY YOUR PRACTICE NEEDS THEM
How to get servicing your clients right. By
Andies de Jongh, Seed Analytics
46
HOW WE APPROACH
INVESTMENTS
And the rationale for using a DFM.
By Dez Tswaile
48
WHAT DOES THE CRYSTAL
BALL SHOW FOR 2023?
By Bennie Crous, Senior Portfolio Manager,
Equilibrium
50
THE CHANGING WORLD
OF WORK AND ITS IMPACT
ON CLIENT ENGAGEMENT
Technology is the lifeblood of the new
world of work. By Rob Macdonald
52
THE IMPACT OF MENTAL HEALTH
ON FINANCIAL PLANNING
By Roland Cox, Executive Coach, Aspiral
Coaching and Leadership
54
PERSONALITIES AND TRIGGERS
How adapting the way you
communicate with your clients can improve
long-term outcomes
56
STATE OF THE ADVICE TECH
LANDSCAPE
Insights into financial advisors’ relationships
with tech from the 2022 Linktank Advice
Technology survey. By Jen McKay
59
FINANCIAL PLANNING
CANDIDATES RANK TOP FIVE
The top five CFP® Professional Competency
Examination candidates are alumini at the
University of the Free State
60
CONVERSATIONS ABOUT LIFE
AND MONEY
Lessons we’ve learned. By Johannes Landman,
Omega Capital
62
ACCESSIBLE MONEY
CONVERSATIONS IN ISIXHOSA:
SAY YES
Babalwa Nonkenge speaks about her podcast,
Epokothweni with Babalwa Nonkenge
64
FINANCIAL ABUSE
How can you identify it and help your
clients deal with it? By Louis van der Merwe
66
ORGANISATIONAL OBJECTIVITY
Profile of an FPI Approved Practice:
Integral Wealth Management
70
PRESERVING WEALTH
WHILE KEEPING UP WITH
GLOBAL TRENDS
By Andrew Ratcliffe, Director, Private
Client Holdings
72
74
Awards 2022
THE VALUE OF A DESIGNATION
By FPI
THEIR TIME IS NOW
The FPI Financial Planner of the Year