Blue Chip Journal – The official publication of FPI
Blue Chip is a quarterly journal for the financial planning industry and is the official publication of the Financial Planning Institute of Southern Africa NPC (FPI), effective from the January 2020 edition. Blue Chip publishes contributions from FPI and other leading industry figures, covering all aspects of the financial planning industry.
CONTENTSISSUE95
CONTENTSISSUE95 MAY/JUN/JUL 2025THE POWER OF PLAY48 IN THE WORKPLACEHow fun fuels successTHREE AI TRICKS TO50 MAKE YOUR CLIENTSLOVE YOU MOREBy Zeldeen Müller, CEO of inSiteConnect and Creator, AgendaWorx52BUILDING A FINANCIALLYSTABLE PRACTICEBy Guy Howill, Chief Executive,Fairbairn Consult54UNLOCKING SUCCESS:THE POWER OF PROCESSIN SPORTS AND INVESTINGYou’re only as good as your process,says Andrew Padua, Portfolio Manager,Sasfin WealthLOOKING FORWARD TO55 A RAG-BASED FUTUREAI is part of the future of financial advice,by Paul Nixon, Head of Behavioural Finance,Momentum Investments and Prof EvanGilbert, Research Strategist, MomentumInvestments and Research Professor,Stellenbosch University56FORGED BY FIREBlue Chip speaks to Gareth Collier,Founder, Firecrest Modern Capital, aboutstarting a new practice58SOCIALLY RESPONSIBLEINVESTMENT: A LIFELINE,NOT A PASSING TRENDBy David Le Page, Director, Fossil Free SA60A HOME FOR INDEPENDENTFINANCIAL PLANNERSBy Warren Ingram, CFP®, Co-founder,Galileo CapitalTHE HIDDEN COMPLEXITIES61 OF COMPLIANCEBy Sandile Khumalo, LLM (Unisa), FPSA®,GTP(SA) Fiduciary Practitioner, Lex2462CREATING PROCEDURESWITH CHATGPTBy Francois du Toit, Founder, PROpulsionIF YOU DON’T PAY, YOU63 DON’T STAYWhy authentic communication could bea hidden key to client retention, by TimSlatter, Creator, Contatti, Director, SlatterCommunications66RECORD OF ADVICE:VARIOUS DEFINITIONSOFTEN LEAD TO MISINTERPRETATIONAnton Swanepoel, Founder, TrustedAdvisors, says that that maintaining arecord of advice is a requirement that ishere to stayRecognisedScan MeRecognisedRecognised
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