Issue 75 • April 2020 www.bluechipdigital.co.za Breaking the mould Meet the CA who’s integrating client advisory and wealth management services The Official Publication of the FPI Impact on investors How Covid-19 affects your client’s financial plan Last thoughts Broaching mortality with clients Leading clients to better decisions Onboarding tech into the advice process Navigating a crisis Stick to sound investment principles
ADVERTORIAL Holistic education prog
FINANCIAL PLANNER OF THE YEAR (L to
INTERVIEW Breaking the mould Nthabi
INTERVIEW beyond their businesses a
BRAVE/5776/MMI/E Momentum Investmen
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