REMOTE READY SERVICES
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ADVISORY SERVICE - "An Hour with Ange"
Stuck on a business challenge? This is the business equivalent of a GP visit - bring any problem, get a diagnosis and treatment plan, with referrals when you need a specialist. Book a strategic problem-solving session with Ange to workshop any issue - from a new offering idea, to sales pipelines to systems setup, brand refresh to operations chaos. Get expert guidance across all aspects of your business without the consultant price tag.
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AFSL TRANSITION MANAGEMENT
Whether you're transitioning to a new licensee, merging or acquiring, or managing multiple adviser movements, Ange brings over 25 years of comprehensive expertise, and the management of over 200 AFSL transitions. She has designed and managed the Transition offering for both large and small Licensees in Australia, and is arguably the most experienced specialist in this field.
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Angela's AFSL Transition Management Services Include:
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Transition Planning & Strategy: Ange works with the Licensees and practices to map out the entire transition journey, ensuring regulatory compliance and minimal disruption to business and clients.
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Licensee Coordination: Ange guides all communications and requirements between outgoing and incoming licensees, navigating complex processes on your behalf.
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Documentation & Compliance: Ange oversees all necessary paperwork, client notifications, and regulatory submissions to ensure nothing falls through the cracks.
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Timeline & Project Management: Ange creates and manages detailed project plans, meets regularly with the practice to ensure all stakeholders remain informed and the transition on track from start to finish.
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White Label Option: Should you choose, Ange can work under your licensee's brand, providing seamless expertise behind the scenes.
Let Ange take the complexity and stress out of your AFSL transitions, so you can focus on what matters most - your clients!
BUSINESS ADMIN AND MANAGEMENT SUPPORT
Do you find yourself getting stuck doing mundane tasks, day in and day out? Enter Remote Ready. Angela has EA experience at a C-Suite level, and is the ultimate Practice and Business Manager. Ange can manage your diary, inbox, travel & event bookings, meetings and minute taking, communications, research, customer response, order management, and much more. Release yourself back in to clients, sales, growth and delivering value.