Do your operations feel clunky?

Then you have come to the right place!

Book a call

We help advisory firms build operational systems that create clarity, consistency, and capacity.

Your CRM should be the operational hub of your business, not a glorified Rolodex.

At Simplicity Ops, we help firms:

clean up disorganized CRMs
streamline operations
create scalable workflows
build proactive client experiences
and leverage technology more strategically

So your team can spend less time putting out fires and more time serving clients.

Then hand off the hard stuff you you can focus on the high value work

You don’t have to take our word for it

Take a look at what our clients have to say

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Testimonials Collection

It's like cleaning out my closet when it's full of things I no longer need. We removed everything, decided what to donate, keep, or toss…

Now we're purging and organizing. Very exciting!

Emilee Eppler, Founder
Federal Retirement Authority

Simplicity Ops equipped us with valuable tools that we continue to use in our business every day. Their guidance made a lasting impact on how we operate, and the benefits have carried forward well beyond our engagement.

Katie Locklar
Ring Financial Services

Katherine, it’s been a pleasure working with you and tapping into your vast knowledge of the Redtail CRM. Your expertise has been invaluable and much appreciated. You have talked me off of more than one cliff and I really appreciate it!

Larry Brodie, Director of Operations
One2One Wealth Strategies

Before partnering with SimplictyOps , we struggled to maintain a reliable system, leading to inefficiencies and missed opportunities. They were key in helping us clarify our needs and establish clear priorities. Now, with a system that our entire team is fully on board with, nothing falls through the cracks. The transformation has been remarkable.

Efraim Yungreis, EA
Yungreis Private Wealth

Your program has been fantastic and helped me towards these operational goals I’ve struggled to get done for years, so much appreciation on my side for what you all do.

Jeremy Portnoff
PortSalus Wealth Management

The end result of the engagement was that we transitioned from treating our CRM like a digital rolodex, to a system that streamlines and tracks our firm’s service model. We are now much more efficient. Kate and Katherine’s expertise and responsiveness was fantastic throughout the process, and they were always willing to provide an opinion, no matter what we threw at them.

James Gift
Juno Financial Group

Simplicity Ops’ training helped to streamline our processes and made us more proficient. We were very pleased with the professionalism of their team and the tangible results they delivered.

Bill Harwood
Harwood Wealth Management

Our operations and communications are flowing so much more efficiently now!

Jessica Demler
Oxler Private Wealth

Simplicity Ops really simplified and optimized our practice by implementing operational systems using Redtail

Ryan Swenson
Cary Stamp & Co

Everyone was so helpful and quick to respond. No request was too small.

Megan Figueroa
The Straub Group Advantage

The Simplicity Ops team really understands the wealth management industry. This knowledge allowed us to not only systematize our current processes into Redtail but provided us with additional best practices to help us improve our business.

Jason Hiley
Hiley Hunt Wealth Management

I would enthusiastically recommend Kate and the Simplicity Ops team to other RIA’s and we hope to continue to partner with them in the future.

Andrew Hunt
Hiley Hunt Wealth Management

We highly recommend working with Simplicity Operations to take your practice to the next level.

Teresa Sciarretta
Folger Nolan Fleming Douglas

Simplicity Ops helped me to transform my business and create systems and processes around everything we do.

Brad Lineberger
Seaside Wealth Management

Simplicity Ops has the experts you need when you look around your office and realize none of you are CRM specialists.

Christy Raines
Azimuth Wealth Management

Our firm was going through multiple transitions and without Simplicity Ops we wouldn’t have been able to do what is best for our clients.

Anthony Colancecco
Ballentine Capital Advisors

Simplicity Ops has a great mind for efficiency and an uncanny ability to think forward and solve problems before they happen.

Eron Reyes
Wealth Advisor

The development of their workflows has created tight, streamlined processes for faster and more accurate work.

Tina Vieregg
Seaside Wealth Management

It was nice having someone that was an expert in the matter so things were set up right the first time.

Brenda K. Mccombs
Cordant Wealth Partners

Simplicity Ops is efficient in Redtail and has a sound understanding of how our world operates.

Melissa N. Osika
Herr Capital Management

Simplicity Ops clearly knows how to use Redtail in an efficient way. They quickly understood our goals and started to add value out of the gate.

Terrence Herr
Herr Capital Management

Simplicity Ops has an incredible ability to understand your needs and create systems specifically for your firm.

Amy Kryjak
Risk Management Group

See For Yourself

Do your operations feel clunky?

Then you have come to the right place!

We help advisory firms build operational systems that create clarity, consistency, and capacity.

Your CRM should be the operational hub of your business, not a glorified Rolodex.

At Simplicity Ops, we help firms:

So your team can spend less time putting out fires and more time serving clients.

Then hand off the hard stuff you you can focus on the high value work

You don’t have to take our word for it

As Featured In

Interested in learning more? Book a call below:

Simplicity Ops

info@simplicityops.com