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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.

Gillian Hepburn, Commercial Director, Schroders

Four disconnects between advisors and their female clients

The potential loss of female clients presents a challenge for some advisors but also an opportunity for others. Gillian Hepburn, Commercial Director at Schroders, identifies four key disconnects between advisors and their female clients.
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Long live advice: The unmatched value of human insight in financial...

As the financial world continues to be transformed by automation, the unique and irreplaceable value of human-driven guidance will only become more significant, notes Sonja Steyn, CFP®, Strategic Head at Momentum Group.

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'.
women investors

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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A major milestone in the evolution of professional certification in financial planning.

The Capstone Course, introduced in January 2025, represents a transformative shift in the assessment of aspiring CFP® professionals. Designed to simulate real-world financial planning...
Kingsley Williams, Chief Investment Officer at Satrix

What 25 years as a market pioneer taught us about south african investing

Satrix is making investing accessible, affordable and effective for everyone. Kinsely Williams, Chief Investment Officer at Satrix explains how.
succession planning

Succession Planning for Independent Financial Advisors in South Africa 

Succession planning is a critical yet often overlooked aspect of managing an Independent Financial Advisory (IFA) practice in South Africa, writes Péru du Toit Founder, IPSE Tech Law Services
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