CoFI: the need to solve an age-old conundrum
Anton Swanepoel, Founder pf Trusted Advisors states that the client engagement and compliance process has posed a “conundrum” for financial service providers for decades.
Essential habits of highly successful FSPs under COFI
This article was inspired by legendary author, the late Stephen R Covey, whose bestselling book, The Seven Habits of Highly Effective People, impacted millions of...
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Staying ahead of the automation, AI and machine-learning curve
Businesses should act sooner rather than later before many practical, easy-to-implement tools become redundant and ineffective. So says process and systems management specialist, Muhammad Ali, CEO of WWISE, a trainer and implementer of ISO standards and programmes.
Five ways: how women financial planners can use AI for tough decisions
Conversational AI is a game-changer for women financial planners – it’s like having a strategic partner on call 24/7. AI engages with you in real-time, asking targeted questions about your practice, your clients, your goals – and then gives tailored insights based on your replies.
Financial planners answer a few key questions
Ever wondered how others in the profession think, what their perspectives are or how they charge clients? Blue Chip speaks to CERTIFIED FINANCIAL PLANNERS® and gives you the inside scoop.
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