Courtney Riggin 12/10/24 Courtney Riggin 12/10/24 Simplicity Spotlight -SEO 101 for Growth Focused Financial Advisors Read More Courtney Riggin 12/6/24 Courtney Riggin 12/6/24 Simplicity Spotlight - OnBord - Streamlining the new client experience Read More Courtney Riggin 12/6/24 Courtney Riggin 12/6/24 Simplicity Spotlight: Maximize Your Impact with Events Read More Courtney Riggin 12/6/24 Courtney Riggin 12/6/24 End of Year Wealthbox Clean Up Workshop Read More Courtney Riggin 12/6/24 Courtney Riggin 12/6/24 End of Year Redtail Clean Up Workshop Read More Courtney Riggin 12/6/24 Courtney Riggin 12/6/24 Simplicity Spotlight: Understanding Your Numbers Read More Courtney Riggin 12/6/24 Courtney Riggin 12/6/24 Simplicity Spotlight: Mastering Orion Advisor Tech with Lisa Valentine Read More Courtney Riggin 12/6/24 Courtney Riggin 12/6/24 How to take your Redtail to the next level with systems, workflows and technology Read More Simplicity Ops 9/27/24 Simplicity Ops 9/27/24 Simplicity Ops + PreciseFP: Take Your Client Experience to the Next Level Play Episode → Read More Simplicity Ops 9/27/24 Simplicity Ops 9/27/24 Cybersecurity with LiquidMo: Prevent Your Firm from Being Low-Hanging Fruit for Hackers Play Episode → Read More Simplicity Ops 9/16/24 Simplicity Ops 9/16/24 Maximizing Efficiency With CRM Optimization for RIAs With Kate Guillen Play Episode → Read More Simplicity Ops 9/11/24 Simplicity Ops 9/11/24 Elevate Your Onboarding Process with Libby Greiwe Play Episode → Read More Simplicity Ops 9/11/24 Simplicity Ops 9/11/24 Simplicity Spotlight: John Barron with Apollo Consulting Play Episode → Read More Simplicity Ops 9/11/24 Simplicity Ops 9/11/24 Open Forum Q&A Session with Kate & Katherine Play Episode → Read More Simplicity Ops 9/9/24 Simplicity Ops 9/9/24 Redtail + Workflows Q&A with Kate Guillen and Curtis Ware Play Episode → Read More Simplicity Ops 7/24/24 Simplicity Ops 7/24/24 Mastering CRM Implementation in the Financial Industry with Kate Guillen Play Episode → Read More Simplicity Ops 7/23/24 Simplicity Ops 7/23/24 Ideas to Implement -- Transforming Your CRM into an Effective Operational Hub with Guest Kate Guillen Play Episode → Read More Simplicity Ops 7/23/24 Simplicity Ops 7/23/24 Unlocking Growth: How to Optimize CRMs and Operating Procedures with Kate Guillen of Simplicity Ops Play Episode → Read More Simplicity Ops 7/23/24 Simplicity Ops 7/23/24 How to Build a Workflow from Scratch Play Episode → Read More Simplicity Ops 7/23/24 Simplicity Ops 7/23/24 Wealthbox Workflows 101 Play Episode → Read More Older Posts
Courtney Riggin 12/10/24 Courtney Riggin 12/10/24 Simplicity Spotlight -SEO 101 for Growth Focused Financial Advisors Read More
Courtney Riggin 12/6/24 Courtney Riggin 12/6/24 Simplicity Spotlight - OnBord - Streamlining the new client experience Read More
Courtney Riggin 12/6/24 Courtney Riggin 12/6/24 Simplicity Spotlight: Maximize Your Impact with Events Read More
Courtney Riggin 12/6/24 Courtney Riggin 12/6/24 Simplicity Spotlight: Understanding Your Numbers Read More
Courtney Riggin 12/6/24 Courtney Riggin 12/6/24 Simplicity Spotlight: Mastering Orion Advisor Tech with Lisa Valentine Read More
Courtney Riggin 12/6/24 Courtney Riggin 12/6/24 How to take your Redtail to the next level with systems, workflows and technology Read More
Simplicity Ops 9/27/24 Simplicity Ops 9/27/24 Simplicity Ops + PreciseFP: Take Your Client Experience to the Next Level Play Episode → Read More
Simplicity Ops 9/27/24 Simplicity Ops 9/27/24 Cybersecurity with LiquidMo: Prevent Your Firm from Being Low-Hanging Fruit for Hackers Play Episode → Read More
Simplicity Ops 9/16/24 Simplicity Ops 9/16/24 Maximizing Efficiency With CRM Optimization for RIAs With Kate Guillen Play Episode → Read More
Simplicity Ops 9/11/24 Simplicity Ops 9/11/24 Elevate Your Onboarding Process with Libby Greiwe Play Episode → Read More
Simplicity Ops 9/11/24 Simplicity Ops 9/11/24 Simplicity Spotlight: John Barron with Apollo Consulting Play Episode → Read More
Simplicity Ops 9/11/24 Simplicity Ops 9/11/24 Open Forum Q&A Session with Kate & Katherine Play Episode → Read More
Simplicity Ops 9/9/24 Simplicity Ops 9/9/24 Redtail + Workflows Q&A with Kate Guillen and Curtis Ware Play Episode → Read More
Simplicity Ops 7/24/24 Simplicity Ops 7/24/24 Mastering CRM Implementation in the Financial Industry with Kate Guillen Play Episode → Read More
Simplicity Ops 7/23/24 Simplicity Ops 7/23/24 Ideas to Implement -- Transforming Your CRM into an Effective Operational Hub with Guest Kate Guillen Play Episode → Read More
Simplicity Ops 7/23/24 Simplicity Ops 7/23/24 Unlocking Growth: How to Optimize CRMs and Operating Procedures with Kate Guillen of Simplicity Ops Play Episode → Read More
Simplicity Ops 7/23/24 Simplicity Ops 7/23/24 How to Build a Workflow from Scratch Play Episode → Read More
