FSP BUSINESS 4.0
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FSP Business 4.0  |  Monthly & Quarterly Publication

The FSP Business 4.0 Newsletter

Stay ahead of regulatory change. Each month we curate the most important compliance updates, industry insights, and practical guidance to keep your FSP informed and inspection-ready — with a deeper quarterly special edition that brings the global lessons home.

Featured Edition
Edition 5
July
2026
"The Systems Edition — from the why of COFI to the how of running a business that is ready for it. Plus Pillar 1 goes live on 1 July."

In This Edition

Edition 5 turns from the why of the COFI framework to the how of running a business that is ready for it. Four interconnected themes — optimisation, digital workflows, lasting client engagement, and the live Pillar 1 workshop — define what a well-run advice business looks like in July 2026.

Practice Management · Optimisation
Business Optimisation: Myth or Mastery
Advisers spend only half their time on client work. Count, then cut — and win back 10+ hours a week, one documented process at a time.
Operations & Technology · Workflows
From Paper Trails to Digital Rails
Manual workflows depend on memory and goodwill. Digital ones prompt, assign and track — and build a compliance record almost by accident.
Client Engagement · Retention
Making Client Engagement Last
Strong relationships are not luck. Four habits — run like clockwork — give you clients who stay, who trust you, and who bring their friends.
Pillar 1 Spotlight · Workshop 1 July
Client Experience & Purpose — Pillar 1 Goes Live
Four assessments, twenty templates and action plans that feed your COFI readiness score. Pillar 1 launches as a workshop on 1 July 2026.
Quarterly Special Edition
Special
Quarterly
Q2
2026
Apr – Jun
"Rugby's greatest rivalry & the road to COFI — what New Zealand's two-season head start teaches South African advisers."
Read Full Edition
24 June 2026
The Conduct Game Plan

Q2 2026 · Rugby's Greatest Rivalry & the Road to COFI

A special edition built around the Springboks versus All Blacks contest: New Zealand has run its conduct game plan for two seasons, and South Africa is about to put almost the same moves on the field. The advantage South African advisers have is the chance to watch the replay first.

Feature · The Rivalry
Rugby's Greatest Rivalry & the Conduct Game Plan for SA Advisers
Feature · The Form Guide
Success Leaves Clues: What the World's Best Advice Businesses Do
Feature · The Scouting Report
Lessons from the United Kingdom & Australia
Feature · Your Next Move
Two Assessments, One Plan: COFI Readiness + the Business Management MRI

Quarterly Editions

Special editions published each quarter · Q1 – Q4

Newsletter Archive

2026 Editions

Click any available edition to open — new issues published on the 1st of each month