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As the Covid-19 pandemic continues to force us to adapt to a more digital way of living, consumers are becoming more comfortable engaging with a financial planner online. In turn, financial planners have had to develop new skills and work on their soft skills like never before.

Hester van der Merwe, a financial planner who holds the certified financial planner® (CFP) accreditation at Ultima Financial Planners in Johannesburg, says among the things she has learnt is the importance of showing vulnerability...

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