1 year ago

Blue Chip Issue 82

  • Text
  • Financial
  • Advisors
  • Investments
  • Equity
  • Wealth
  • Offshore
  • Asset
  • Portfolio
  • Investing
  • Global
  • Momentum
Welcome to our Investing Offshore Special Edition of Blue Chip. a quarterly journal for the financial planning industry and the official publication of the Financial Planning Institute of Southern Africa NPC (FPI). Blue Chip publishes contributions from FPI and other leading industry figures, covering all aspects of the financial planning industry.


CONTENTS ISSUE 82 JAN/FEB/MARCH 2022 50 CRYPTO – THERE IS MORE TO IT THAN MEETS THE EYE Are cryptos too risky to consider? 52 54 58 EXCEPTIONAL OUTCOMES 2021 FPI Financial Planner of the Year PRACTISE MAKES PERFECT The FPI Practice of the Year 2021 SUCCESSION PLANS REALLY MATTER Ensuring that your beneficiaries will benefit from all the years you have put into your business 60 BUSINESS EFFICIENCY The key to a great client experience, says PortfolioMetrix 64 TINY CHANGES, REMARKABLE RESULTS Review of Atomic Habits written by James Clear 66 THE END OF AVERAGE There is no such thing as an average client 68 THE WORLD IS NOT STANDING STILL Neither should your financial advisory 70 FINANCIAL PLANNING FROM AN AFRICAN CUSTOMARY PERSPECTIVE By Prince Sarpong, PhD, CFP®, Senior Lecturer: School of Financial Planning Law, University of the Free State 72 FINANCIAL ADVISORS MUST BE THE VOICE OF REASON The reality of retirement 74 WHEN IT COMES TO TRUST ADMINISTRATION, SARS IS YOUR FRIEND And we’re not talking about the South African Revenue Service 76 PLANNING A BRIGHTER FUTURE FPI launches Young Financial Planners Organisation 77 78 79 FPI CERTIFICATION PLANNING FOR 2022 CHANGE AND ALL THAT The financial services industry MANAGING CLIENTS THROUGH THE INEVITABLE RETURN OF VOLATILITY By Andy Hart, Humans Under Management 6

Momentum Financial Planning recruitment initiative A career in financial planning is about wanting to help others succeed

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