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 www.bluechipdigital.co.za
Momentum Financial Planning recruitment initiative A career in financial planning is about wanting to help others succeed
FINANCIAL SERVICES SUCCESSION PLANS
FINANCIAL ADVICE Business efficienc
FINANCIAL ADVICE potentially result
FOREX BOOK REVIEW CONTROL Tiny Chan
FINANCIAL PLANNING The End of Avera
FINANCIAL ADVICE The world is not s
FINANCIAL PLANNING Financial planni
RETIREMENT Financial advisors must
FPI When it comes to trust administ
Planning a brighter future FPI laun
FINANCIAL SERVICES Change and all t
MARKETS Managing Clients Through th
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