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Client Engagement

Blue Chip is a Financial Planning Institute of Southern Africa – approved Continuous Professional Development (CPD) provider, allowing members of the FPI to earn CPD points through the quarterly journal.

The future is now

Why advanced human skills are the superpower of the financial planner

Connecting with clients beyond technical skills

What makes one advisor connect deeply with their clients while another seems to struggle to get through? The secret often lies in something less tangible than financial knowledge or technical skill: it’s how we communicate.
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Building emotional resilience in challenging times

Financial planners are trained extensively in financial planning but Kim Potgieter, CFP®, Director, Chartered Wealth Solutions, states that curriculums should also focus on the emotional resilience a planner needs when dealing with clients' challenging conversations.
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Touching the hearts and minds through design-thinking communication

The Oxford Dictionary defines communication as “the imparting or exchanging of information by speaking, writing or using some other medium”. It seems simple but...
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Why a Family Office approach is a groundbreaking solution to managing...

When it comes to investing, understanding what women want is simple - sound financial advice that secures their financial wellbeing today and into the future, writes Nicola Langridge, CFP®, Private Client Holdings.
Tim Slatter, Creator of Contatto and Director, Slatter Communications

Clicks, conversations, clients: discerning the art of timely advice in modern (family)...

Tim Slatter, Slatter Communications, discusses how the thoughtful integration of digital communication tools allows you to bridge communication gaps.
Authentic financial planning

Courage: essential for authentic financial planning

Rob Madonald highlights courage as a fundamental skill for financial planners, emphasizing its importance among the seven key skills outlined in his book, 'The 7 Pillars of Financial Health'.
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Are women really better investors?

Paul Nixon, head of behavioural finance at Momentum Investments Group, delves into whether women are better investors through a behavioural finance lens.
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Enhancing client well-being through holistic planning

Kim Potgieter CFP®, Director at Chartered Wealth Solutions, discusses ways that planners can adequately equip their clients for a life that is financially and mentally healthy.
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Financial planner as Choice Architect

Rob Macdonald, Head of Strategic Advisory Services, Fundhouse, introduces the financial planner as choice architect as planners help clients take ownership of their choices.
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Most Popular

Leigh Kohler, head of DFM, INN8 Invest.

Award-winning pedigree

Leigh Kohler, head of DFM at INN8 Invest, explains why the company has an award-winning performance track record.
INN8 Invest

INN8 Invest

INN8 Invest leverages global expertise and a disciplined, research-driven approach to deliver consistent, long-term investment performance while empowering financial advisors and investors through best-in-class discretionary fund management solutions.
Blue Chip Equilibrium Insert

Equilibrium Investment Management

Equilibrium empowers financial advisors with expert investment management solutions by streamlining your workflow, fostering collaboration, and delivering exceptional service.
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