Blue Chip Issue 93

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.

Blue Chip Issue

BLUE CHIP 0.5 CONTINUOUS PROFESSIONAL DEVELOPMENT THE OFFICIAL PUBLICATION OF THE FPI Issue 93 • Nov/Dec/Jan 2025 www.bluechipdigital.co.za 0.5 CONTINUOUS PROFESSIONAL DEVELOPMENT 01 CONTINUOUS PROFESSIONAL DEVELOPMENT 01 CONTINUOUS PROFESSIONAL DEVELOPMENT 1.5 CONTINUOUS PROFESSIONAL DEVELOPMENT 1.5 CONTINUOUS PROFESSIONAL DEVELOPMENT 02 CONTINUOUS PROFESSIONAL DEVELOPMENT 02 CONTINUOUS PROFESSIONAL DEVELOPMENT THEMATIC INVESTING Sirens of the investment industry CLIENT SEGMENTATION Grow your practice COACHING OR RETURNS? What your clients really want DISCONNECT Do male advisors understand female clients? FPI FINANCIAL PLANNER OF THE YEAR Blue Chip talks to 2024 winner Rudolph Geldenhuys

Page 2 and 3: Absa fund-linked solutions: bringin
Page 5 and 6: Mazi Asset Management adopts an unc
Page 7 and 8: Complete an accredited qualificatio
Page 9: FPI UPDATES | CEO message BLUE CHIP
Page 14 and 15: CONTENTS ISSUE 93 NOV/DEC/JAN 2025
Page 16: CONTENTS ISSUE 93 NOV/DEC/JAN 2025
Page 19 and 20: REGISTRATION NOW OPEN: WWW.THEINVES
Page 21 and 22: An independent platform profiling a
Page 23 and 24: FINANCIAL PLANNING | Awards BLUE CH
Page 25: COLUMN BLUE CHIP Client experience
Page 29 and 30: FPI UPDATE | Awards BLUE CHIP HARRY
Page 31 and 32: FPI UPDATE | Awards BLUE CHIP AT TH
Page 33 and 34: FPI UPDATE | FP of the Year BLUE CH
Page 35 and 36: Full Page - FFP.pdf 1 2024/10/23 12
Page 37 and 38: TM Financial Education For All FPIM
Page 39 and 40: Official labour underutilisation st
Page 42 and 43: BLUE CHIP INVESTMENT | Hedge funds
Page 44 and 45: BLUE CHIP INVESTMENT | Hedge funds
Page 46 and 47: BLUE CHIP INVESTMENT | Structured s
Page 48 and 49: BLUE CHIP INVESTMENT | Aggregator m
Page 50 and 51: BLUE CHIP INVESTMENT | Property Key
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BLUE CHIP INVESTMENT | Thematic inv
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BLUE CHIP INVESTMENT | Responsible
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BLUE CHIP CLIENT ENGAGEMENT | Behav
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BLUE CHIP FINANCIAL PLANNING | Medi
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BLUE CHIP CLIENT ENGAGEMENT | Custo
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BLUE CHIP CLIENT ENGAGEMENT | Inclu
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BLUE CHIP FINANCIAL PLANNING | Reti
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BLUE CHIP PRACTICE MANAGEMENT | Suc
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BLUE CHIP FINANCIAL PLANNING | Skil
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BLUE CHIP FINANCIAL PLANNING | Skil
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BLUE CHIP FINANCIAL PLANNING | Skil
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BLUE CHIP FINANCIAL PLANNING | ASIS
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BLUE CHIP FINANCIAL PLANNING | Tech
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BLUE CHIP CLIENT ENGAGEMENT | Commu
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BLUE CHIP PRACTICE MANAGEMENT | Tec
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BLUE CHIP PRACTICE MANAGEMENT | Com
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BLUE CHIP PRACTICE MANAGEMENT | Ope
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BLUE CHIP CLIENT ENGAGEMENT | Behav
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BLUE CHIP FINANCIAL PLANNING | Insu
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BLUE CHIP CLIENT ENGAGEMENT | Famil

Blue Chip Issue 93

Blue Chip Issue

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