We were inspired by a post from Root Financial, so we asked our team:."What makes working at Simplicity Ops meaningful to you?".These were the words that came up. and they reminded us why this work matters. Grateful to build something that’s not just helpful, but meaningful.

This week: Simplicity Ops founder Kate Guillen joins Nora Gallegos from Precise FP to talk systems, workflows, and smarter tech. 📅 July 31 | 9am PT.🎯 Real, actionable takeaways.🔗 Register:

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All this… just to deliver a great client experience. The birthday card. The 10AM prep. The follow-up. If you're juggling it all from memory and scattered reminders, you're not alone. But there’s a smoother way. Let’s build it. Book a quick call:.

If you’re not subscribed to our newsletter, you probably missed:.– the client who said her CRM is now the hub of everything.– the activity/task template firms are actually using.– the exact cleanup steps that got workflows adopted.Next one’s here:

This hits hard, because it’s true. At Simplicity Ops, we work with advisory firms who are growing fast. But growth alone doesn’t solve operational gaps. It magnifies them. Let's Chat!.> #SimplicityOps #LinkedIn #Redtail #Wealthbox #FinancialAdvisors

Get to know more about what our Operational Assessment is!. Click here: #SimplicityOps #LinkedIn #Redtail #Wealthbox #FinancialAdvisors #CRMForAdvisors #AdvisorTech #RIAtools #ClientExperience #ProductivityForAdvisors

Summertime is a great time to reset, clean up, and prepare for a busy second half of the year. Here are a couple of things we are doing as a summer reset!. Here’s to simplification,.The Simplicity Ops Team.#summerreset #simplicityops #hiring #crm #redtail #wealthbox #ria

If you haven't follow us on LinkedIn, you definitely should!. Here’s to an amazing second half of this year!.Click here: #SimplicityOps #LinkedIn #Redtail #Wealthbox #FinancialAdvisors #CRMForAdvisors #AdvisorTech #RIAtools #ClientExperience

We’re excited to share that the Simplicity Ops team Kate and Katherine, will be attending Align University 2025!. 📅 June 24 & 25, 2025.📍Sheraton Suites Chicago O'Hare. If you’ll be there, we’d love to connect!.#Redtail #RedtailUniversity #AlighnUniversity #SimplicityOps

Happy to share that we'll be speaking at Client Experience & Ops Excellence: The Power of Tech in Wealth Management! Make sure to attend it tomorrow.

We are teaming up with @RedtailCRM to bring you a super actionable webinar!. Join Rick and Kate to explore how technology drives operational excellence and an exceptional client experience. 📆Tuesday, June 10, 2025.🕙11:00 AM PDT.Register Here:

We wanted to humbly brag about our team and the good work they are doing for our clients. We are so proud of our team and even more proud of the firms we have the privilege of partnering with. Every success story is a shared one. Join our community

We’re Hiring!. We need a couple more team members to help us help financial advisors!. Check out the jobs here: .#SimplicityOps #Hiring #Redtail #Wealthbox #FinancialAdvisors #CRMForAdvisors #AdvisorTech #RIAtools #ClientExperience

Join us and Chris Kopanski of @Wealthbox for a high-impact session designed for advisors who want to elevate their client experience. Register Here: #SimplicityOps #Wealthbox #FinancialAdvisors #CRMForAdvisors #AdvisorTech #RIAtools #ClientExperience