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The human side of money: why emotional intelligence builds trust

21 July 2025

There is no shortage of financial information — but credible, compassionate guidance remains difficult to find.

Planning in a global context is not a DIY job

17 July 2025

Navigating global financial planning isn’t just about numbers - it's about understanding the rules across borders.

Own your debt – or let it own you

16 July 2025

Debt may seem like a means to an end – a necessary part of modern life. But for many, it’s more than just money owed.

The cultural shift needed to close the financial advice gap

14 July 2025

For most South Africans trying to navigate a fragile economy coupled with increasing expenses, unpredictable incomes and multi-generational responsibilities, accredited financial advice has become far more critical than ever before.

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Question

If I were tasked with taking my firm’s customer experience (CX) to the next level, I would:

Answer

Bake human into the mix Integrate CX into KPIs Map the full value chain Respond to consumer feedback

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Myth-busting for the DIY financial planning crowd

09 July 2025

The difference between estate planning and legacy planning

08 July 2025

Six months in: reignite the conversation about life insurance

07 July 2025

Saving strategies: Building your financial future brick by brick

02 July 2025

Resilience isn’t luck. It’s planning: How an emergency fund helps you handle life’s curveballs

02 July 2025

From start to finish: why the best wealth journeys are run like marathons

01 July 2025

Financial planning isn’t just about building your future, it’s also about protecting it

30 June 2025

Connection over clicks: why depth still wins on social media

23 June 2025

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