1 year ago

Blue Chip Issue 83

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  • Financial planning
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Blue Chip Journal is the official publication of the Financial Planning Institute of Southern Africa NPC (FPI), effective from the January 2020 edition. Blue Chip is a quarterly journal for the financial planning industry. Blue Chip publishes contributions from FPI and other leading industry figures, covering all aspects of the financial planning industry. Visit Blue Chip Digital:


CONTENTS ISSUE 83 MAY/JUNE/JULY 2022 56 SUCCESSION PLANS REALLY MATTER A series on succession planning, business continuity and retirement planning. Part 2 58 THE IMPORTANCE OF PROPER SUCCESSION PLANNING For successful business continuity 60 THE FUTURE OF FINANCIAL PLANNING Getting clients to understand that money can be a friend or a foe, by Joe Chetty 62 GIVING YOUNG FINANCIAL ADVISORS THE MOMENTUM THEY NEED By Momentum Financial Planning 64 HOW TO DO IT GRACEFULLY From financial planning to financial coaching, by Nilan Pillay 66 HOW I APPLY COACHING IN MY FINANCIAL PLANNING PRACTICE For Terrence Tobin, it’s always been about advice 68 HOW MENTERNING CULTIVATES INNOVATION By Kim Potgieter 70 IT’S THAT TIME OF THE YEAR AGAIN The FPI Annual Awards are open for entry 72 STRONGER THAN EVER The CFP® is stronger than it’s ever been WHY THE MULTI- IBCMANAGEMENT MODEL WORKS By Novare® 8

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