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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.

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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.
Rob Macdonald, Head of Strategic Advisory Services, Fundhouse

The power of incentives

Rob Macdonald, the head of Strategic Advisory Services at Fundhouse, discusses the human side of investing using Charlie Munger's speech "The psychology of human misjudgment".
Kim Potgieter CFP®, Director, Chartered Wealth Solutions, ICF Professional Certified Coach, New Money Story® Mentor Coach, Certified Dare to Lead™ Facilitator

Unleashing client success: the power of value-based conversations

Kim Potgieter CFP®, Chartered Wealth Solutions, states that understanding clients' core values in financial planning is crucial and can lead to providing your clients with long-term financial well-being.
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Unlocking china's high growth potential for sa investors

Unlocking China’s high-growth potential for South African investors

As Altvest Capital prepares to investigate the feasibility of a launch of the Altvest Orient Opportunities Fund on the Johannesburg Stock Exchange, we are excited to present an unprecedented opportunity for South African investors to access one of the world’s most dynamic and promising venture capital markets: China.
Solving the practice management puzzle

Solving the practice management puzzle in 2025

Anton Swanepoel, fonder of Trusted Advisors, is giving away complimentary copies of "Practice Management, the ultimate leadership blueprint for FSPs'. A book that provides insights that will help you in your strategic planning and decision-making processes in 2025 and beyond. Download your copy on Blue Chip Digital today.
Informing business and investment decisions

Informing business and investment decisions

The BMR / Unisa Economist of the Year Competition takes centre stage in economic thinking and growth projections
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