Here’s What it’s Like Working With Simplicity Ops
If you’re considering working with a team like Simplicity Ops, then you’re likely looking to invest in your firm’s future productivity, growth potential, and so much more.
But committing to optimizing your CRM with an outside agency is a big decision to make. Are you better off hiring a full-time staff person, training them, and hoping for the best? Should you ask someone who’s already on your team to take on the monumental task of switching or improving your CRM? Or, is it in everyone’s best interest to work with a dedicated, passionate team of CRM experts?
As you consider which path forward is the right one for your firm, you may find it helpful to hear how Simplicity Ops has helped others in a number of different ways. Get a better idea of what it’s like working with us as you read through this compilation of our favorite client testimonials.
Provide Robust Industry Expertise
Our founder, Kate Guillen, brings almost a decade of experience in financial services and CRM management to her work in helping advisors grow and scale their firm. Along with a knowledgeable and highly skilled team, Kate uses this robust industry expertise to deliver a tailored and sophisticated experience to financial professionals.
“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. I liked the detailed nature of the timelines and the delegation from Simplicity Ops of specific action items for us to complete.”
Jason Hiley, CFP®
Partner, Hiley Hunt Wealth Management
“Simplicity Ops brings years of experience and can guide a firm through the nuts and bolts of workflow development, technology adoption, and key client service processes that all lead to a more scalable practice. Working with Simplicity Ops will absolutely save years of experimentation and heartache if you're an advisor looking to grow an efficient and profitable business.”
Eron Reyes
CFA Wealth Advisor
Your practice will be greatly improved by having the experts at Simplicity Ops on your team. They have an incredible ability to understand your needs and create systems specifically for your firm. They’re easy to work with and take a personal interest in your future success. Prepare to be challenged, and to come away with a deeper understanding of your business.
Amy Kryjak
Operations Manager, Risk Management Group
Establish Repeatable and Scalable Processes
The ultimate goal of most firms is to grow AUM and scale their operations. But until you establish a solid foundation of systems, workflows, and repeatable processes, any efforts to scale effectively fall flat. For this reason, the Simplicity Ops team is dedicated to helping financial firms overcome the challenges of optimizing their CRM to best address their goals for growth.
We found our business was at an inflection point where we knew that we needed to invest in the infrastructure of our processes and procedures to ensure that the quality of our client experience would remain high into the future. We have used Redtail since the inception of our firm, but it was essentially just a Rolodex and notepad. In just 5 months, Simplicity Ops took us from that former reality to a new structure where Redtail is now functioning as our total client experience dashboard and infrastructure. Upon reflection of the engagement, I really appreciated how much back-end work the Simplicity Ops team did in our database to help us get everything set up.
Andrew Hunt, MBA, CFP®
Partner, Hiley Hunt 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. Operational efficiencies and workflows can take years to create or implement in any CRM. Simplicity Ops has put a process together to help our staff work as a team and be more efficient in a very short timeline. Operational efficiencies and workflows are never done and always need to be updated that is why we still use Simplicity Ops today. Having the ability to call them to brainstorm or implement new ideas adds tremendous value to our firm. Our staff loves Simplicity Ops!!
Anthony Colancecco CFP®, CRPC®
Ballentine Capital Advisors
Simplicity Ops helped me to transform my business and create systems and processes around everything we do. I always wanted to do this but never had the time or bandwidth to carry it out. Simplicity Ops took the time to clearly understand what our business does and then developed systems around everything. This has created a lot of peace for our company and has enabled me to spend more time with clients and also focus on growing the business.
Brad Lineberger CFP®, CHFC®, CWS
President, Seaside Wealth Management
Improve Productivity & Save Time
As an advisor, it’s safe to say your schedule is packed. The limited time you do have should be spent working on tasks that help bring value to your client — portfolio management, check-ins, phone calls, etc.
But this creates a conundrum for firms looking to implement new systems and processes. You know it’s important to devote time and energy to optimizing your CRM, but it’s nearly impossible to do it all on your own — let alone train all team members, answer ongoing questions, and oversee the execution of new workflows. Advisory firms who work with us appreciate the immense time-saving benefits of outsourcing their CRM implementation and optimization needs.
We reached out to Simplicity Ops before we set up Calendly. They were instrumental in the setup and getting Calendly integrated with RedTail. I can't begin to count the number of hours this is going to save us going forward. In addition, we had a very smooth rollout for the team. It was nice having experts in the matter so things were set up right the first time.
Brenda K. Mccombs IACCP® CCO
Cordant Wealth Partners
Simplicity Ops has the vision necessary to define and understand an end goal and to clearly develop a customized process to execute and achieve the goal. The development of their workflows has created tight, streamlined processes for faster and more accurate work. These workflows have helped automate repeatable tasks, save time on new hire training and empower employees at all levels of the firm. Simplicity Ops has helped our organization improve productivity and to work effectively as a team through the sequence of their workflows.
Tina Vieregg CFP®
Wealth Manager, Seaside Wealth Management
Take the Headache Out of Switching CRMs
It’s not unlikely that your firm, or a future firm you work with, will decide to change CRMs. As technology evolves, different platforms offer new and improved offerings.
While a new CRM can greatly benefit your firm, the actual task of migrating client information over and developing new workflows is time-consuming and stressful for the entire team. Luckily, we’re always here to help bring order and ease to the process. We can develop a plan that addresses your to-do list one item at a time, so you can spend less time organizing on the backend and more time focusing on your clients, your team, and your firm.
We could never have made a change to our CRM system without Simplicity Ops holding our hand through the process. They have the experts you need when you look around your office and realize none of you are CRM specialists and yet you need a better engine to run your business the way you want. The time and headache you will save yourself by investing in Simplicity Ops’ expertise is an investment you will never regret as a business owner. We are already looking forward to the next RedTail project we can bring Simplicity Ops on to cut our learning curve in half.
Christy Raines CFP® AIF®
Azimuth Wealth Management
There are two things you should know about me:
1. I am easily overwhelmed when it comes to technology
2. I do not like change
With this being said, our company decided to change our CRM to an entirely new system. I wanted to cry and quit (see above).
Then I was told that we hired Simplicity Ops to train us and get our CRM up and running with all the background info. Hope sprung eternal. Learning I did not have to enter all the client info, including various accounts, was liberating! A huge, nightmarish task was being taken away from me. I felt like I could breathe.
In addition, having the team at Simplicity Ops, who knew the new CRM inside and out, and knew the best practices for it, was hugely instrumental. They trained us completely; breaking things down into manageable pieces.
Simplicity Ops is worth their weight in gold. It was the best thing we did for our team and our company!
Joanne V. Straub
Client Concierge and assistant to Brett T. Straub, CFP®
Ready to Optimize Your CRM?
Knowing we’ve helped advisors save valuable time, headache, and stress is what keeps us motivated every day. If you’d like to learn more about how Simplicity Ops empowers advisory firms like yours to grow and scale by establishing more efficient processes, don’t hesitate to reach out to us.