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'I do not have enough time in a day!'

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'If I could only find someone like me!'

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'The red tape and paper work is killing my business!'

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'How do I create an alternative annuity stream within my practice?'

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'How do I change my business from a cottage business into a financial planning practice?'

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'I am sick of staff turnovers, CCMA issues, training and HR concerns which take my eye off the ball!'

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'It feels as if I have a noose around my neck, and it just gets tighter and tighter.'

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'How do I introduce fees into my business and how will my clients respond?'

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'Is it possible to separate advice from implementation and how would I go about doing this.'

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'I have an excellent practice – brilliant referral system, I love my clients, but I am now tired and would like to slow down.'

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'How do I know what assumptions to use and how do I know my staff are data capturing correctly?'

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'I need to know if I am doing thing correctly. Is there no one that can analyse my business?'

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Embedding Financial Planning Process in a Business
‘Many people have great ideas. Very few can implement their great ideas’ Ethix...more
Outsourced Financial Planning Advice
'INDEPENDENCE and innovativeness in financial planning is crucial in the meeting of your goals and aspirations ' Ethix...more
Outsourced Implementation Proposals
How am I going to achieve what needs to be done?...more
Schemes of arrangement
'What you never thought possible now becomes probable.' Ethix...more
Implementing a HUB or CELL into a business
'The only way to influence effectively is from the inside.' Ethix...more
Training
Experienced ethix planners are now availible to assist you with mastering the practical use of Spotlight in constructing and preparing your FNA's.

Get the most out of Spotlight as both a client relationship manager and financial planning tool....more

Assessing and Moderating
Ethix have qualified Assessors and Moderators ...more
Specialised Items
Ethix has an array of specialised items on offer which apply to you and your brokerage...more

 

 

 

 

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