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.

Scroll Through More

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

Play Episode →

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

Play Episode →

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

Play Episode →

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

Play Episode →

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

Play Episode →

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

Play Episode →

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

Play Episode →

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

Play Episode →

Wealthbox Workflows 101
Wealthbox Workflows 101

Play Episode →

Redtail Workflows 101
Redtail Workflows 101

Play Episode →

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

Play Episode →

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

Play Episode →

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

Play Episode →

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?

Play Episode →

SEC Compliance Solutions
SEC Compliance Solutions

Play Episode →

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

Play Episode →

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

Play Episode →

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

Play Episode →

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

Play Episode →

Driving Organic Revenue Growth by Systematically Leading with Advice with Bento Engine
Driving Organic Revenue Growth by Systematically Leading with Advice with Bento Engine

Play Episode →

Having a Virtual Assistant: A Key to Growing Your Firm
Having a Virtual Assistant: A Key to Growing Your Firm

In today's fast-paced financial industry, successful firms are constantly seeking ways to streamline their operations, increase productivity, and provide superior client service. One powerful solution is hiring a virtual assistant.

Play Episode →

Streamlining Operations And Workflows With The CRM As The Hub
Streamlining Operations And Workflows With The CRM As The Hub

No more fire drills, no more balls dropped, no more reinventing the wheel each and everyday– everything is in one centralized place which reduces stress and friction in the firm.

Play Episode →

Spring Clean Your CRM to Scale Your Firm
Spring Clean Your CRM to Scale Your Firm

Play Episode →

Effective delegation: How to leverage your team's strengths and improve efficiency
Effective delegation: How to leverage your team's strengths and improve efficiency

Effective delegation: How to leverage your team's strengths and improve efficiency

Learn More →

Streamlining Operations And Workflows With The Advisor CRM As The Centralized Hub, With Kate Guillen
Streamlining Operations And Workflows With The Advisor CRM As The Centralized Hub, With Kate Guillen

Play Episode →

Optimize Your CRM for 2023 Webinar
Optimize Your CRM for 2023 Webinar

Play Episode →

Live Q&A Webinar
Live Q&A Webinar

Play Episode →

Practice Management Takeover with Kate Guillen - Creating a repeatable task management system
Practice Management Takeover with Kate Guillen - Creating a repeatable task management system

Play Episode →

Why Advisors Need CRM with Kate Guillen
Why Advisors Need CRM with Kate Guillen

Play Episode →

Process Drives Profit with Kate Guillen – Founder and Lead Coach, Simplicity Operations Management
Process Drives Profit with Kate Guillen – Founder and Lead Coach, Simplicity Operations Management

Play Episode →