In Our Own Words

Latest News & Media

Helpful insights for advisors

Our founder, Kate Guillen, is passionate about helping advisors everywhere scale their practices through CRM optimization. Catch Kate’s latest guest appearances where she shares valuable insights on Redtail, Wealthbox, streamlining internal processes, and more.

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Simplicity Spotlight -SEO 101 for Growth Focused Financial Advisors
Simplicity Spotlight -SEO 101 for Growth Focused Financial Advisors
Simplicity Spotlight - OnBord - Streamlining the new client experience
Simplicity Spotlight - OnBord - Streamlining the new client experience
Simplicity Spotlight: Maximize Your Impact with Events
Simplicity Spotlight: Maximize Your Impact with Events
End of Year Wealthbox Clean Up Workshop
End of Year Wealthbox Clean Up Workshop
End of Year Redtail Clean Up Workshop
End of Year Redtail Clean Up Workshop
Simplicity Spotlight: Understanding Your Numbers
Simplicity Spotlight: Understanding Your Numbers
Simplicity Spotlight: Mastering Orion Advisor Tech with Lisa Valentine
Simplicity Spotlight: Mastering Orion Advisor Tech with Lisa Valentine
How to take your Redtail to the next level with systems, workflows and technology
How to take your Redtail to the next level with systems, workflows and technology
Simplicity Ops + PreciseFP: Take Your Client Experience to the Next Level
Simplicity Ops + PreciseFP: Take Your Client Experience to the Next Level

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Cybersecurity with LiquidMo: Prevent Your Firm from Being Low-Hanging Fruit for Hackers
Cybersecurity with LiquidMo: Prevent Your Firm from Being Low-Hanging Fruit for Hackers

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Maximizing Efficiency With CRM Optimization for RIAs With Kate Guillen
Maximizing Efficiency With CRM Optimization for RIAs With Kate Guillen

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Elevate Your Onboarding Process with Libby Greiwe
Elevate Your Onboarding Process with Libby Greiwe

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Simplicity Spotlight: John Barron with Apollo Consulting
Simplicity Spotlight: John Barron with Apollo Consulting

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Open Forum Q&A Session with Kate & Katherine
Open Forum Q&A Session with Kate & Katherine

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Redtail + Workflows Q&A with Kate Guillen and Curtis Ware
Redtail + Workflows Q&A with Kate Guillen and Curtis Ware

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Mastering CRM Implementation in the Financial Industry with Kate Guillen
Mastering CRM Implementation in the Financial Industry with Kate Guillen

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Ideas to Implement -- Transforming Your CRM into an Effective Operational Hub with Guest Kate Guillen
Ideas to Implement -- Transforming Your CRM into an Effective Operational Hub with Guest Kate Guillen

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Unlocking Growth: How to Optimize CRMs and Operating Procedures with Kate Guillen of Simplicity Ops
Unlocking Growth: How to Optimize CRMs and Operating Procedures with Kate Guillen of Simplicity Ops

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How to Build a Workflow from Scratch
How to Build a Workflow from Scratch

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Wealthbox Workflows 101
Wealthbox Workflows 101

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Redtail Workflows 101
Redtail Workflows 101

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Simplicity Ops + SEC Compliance Solutions Webinar: CRM as the Hub of Your Practice
Simplicity Ops + SEC Compliance Solutions Webinar: CRM as the Hub of Your Practice

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Workflow Webinar: Expedite CRM Maintenance with Simplicity Ops
Workflow Webinar: Expedite CRM Maintenance with Simplicity Ops

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Client Onboarding Efficiency: GReminders + Simplicity Ops
Client Onboarding Efficiency: GReminders + Simplicity Ops

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East Bay Investment Solutions: What Can an Outsourced CIO Firm do for You?
East Bay Investment Solutions: What Can an Outsourced CIO Firm do for You?

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SEC Compliance Solutions
SEC Compliance Solutions

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TalentLink Solutions: 2024 HR Outlook
TalentLink Solutions: 2024 HR Outlook

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Financial Experts Network: What’s Your Education Plan for 2024?
Financial Experts Network: What’s Your Education Plan for 2024?

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Automating Scheduling & Workflows for Efficiency
Automating Scheduling & Workflows for Efficiency

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Re-Thinking A-Players: Elevate Your Leadership and Team Performance
Re-Thinking A-Players: Elevate Your Leadership and Team Performance

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Interested in having Simplicity Ops as a webinar, podcast or conference guest? Fill out the form below and we’ll be in touch!