5 months ago

Blue Chip Issue 86

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Blue Chip Journal 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. Visit Blue Chip Digital:


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

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