Below are examples of the types of projects Amy can help you with, but if you have something else in mind, please get in contact
If your business is spending $ on new software, it’s crucial that the new tool is implemented properly. Access tailored, expert support to bring your staff along on the change management journey, and ensure your technology project is a success.
If your business has more than one employee, internal communication and documentation can get out of hand quickly. Improve your internal communication, internal documentation, and client communication without the commitment of a major consulting project.
Efficient, compliant data collection makes great advice possible, whether you're a solo adviser or a large firm. Upgrade your fact-finding and client data processes without the commitment of a major consulting project.
With experience across financial advice businesses of all sizes, from "one man bands" to large institutional AFSLs, Amy helps financial advice businesses on technology projects big and small. Whether you want to build an Xplan thread, implement a modern CRM or explore digital client engagement tools, Amy offers flexible hourly or project based consulting packages to suit your needs.
Email: amy@amyhatchconsulting.com