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AMA Webinar (Redtail Edition)
Simplicity Ops 11/21/25 Simplicity Ops 11/21/25

AMA Webinar (Redtail Edition)

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Simplify Your CRM with Simplicity Ops + Wealthbox
Simplicity Ops 11/6/25 Simplicity Ops 11/6/25

Simplify Your CRM with Simplicity Ops + Wealthbox

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AMA Webinar (Wealthbox Edition)
Simplicity Ops 10/29/25 Simplicity Ops 10/29/25

AMA Webinar (Wealthbox Edition)

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Leveraging Redtail’s Workflow Library
Simplicity Ops 10/16/25 Simplicity Ops 10/16/25

Leveraging Redtail’s Workflow Library

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Client Experience & Operational Excellence: The Power of Technology in Wealth Management
Simplicity Ops 8/12/25 Simplicity Ops 8/12/25

Client Experience & Operational Excellence: The Power of Technology in Wealth Management

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The Power of Technology in Wealth Management</span>
Simplicity Ops 6/26/25 Simplicity Ops 6/26/25

The Power of Technology in Wealth Management

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Using Wealthbox to Deliver an Exceptional Client Experience</span>
Simplicity Ops 6/26/25 Simplicity Ops 6/26/25

Using Wealthbox to Deliver an Exceptional Client Experience

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Scaling With Simplicity: How Kate Guillen Systemized Her Business and Helped Others Do the Same
Simplicity Ops 5/26/25 Simplicity Ops 5/26/25

Scaling With Simplicity: How Kate Guillen Systemized Her Business and Helped Others Do the Same

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Client Experience &amp; Operational Excellence: The Power of Technology in Wealth Management
Simplicity Ops 5/22/25 Simplicity Ops 5/22/25

Client Experience & Operational Excellence: The Power of Technology in Wealth Management

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How Advisors Can Leverage AI for Efficiency and Growth (CFP® CE)
Simplicity Ops 5/13/25 Simplicity Ops 5/13/25

How Advisors Can Leverage AI for Efficiency and Growth (CFP® CE)

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Simplicity Spotlight: Stop Losing Time: The Secret Sauce for Advisors &amp; Ops Pros
Kate Guillen 2/26/25 Kate Guillen 2/26/25

Simplicity Spotlight: Stop Losing Time: The Secret Sauce for Advisors & Ops Pros

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Ask Us Anything!
Kate Guillen 2/12/25 Kate Guillen 2/12/25

Ask Us Anything!

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Simplicity Spotlight -Streamline Your Advisory Practice by Unlocking the Power of Wealthbox!
Kate Guillen 1/30/25 Kate Guillen 1/30/25

Simplicity Spotlight -Streamline Your Advisory Practice by Unlocking the Power of Wealthbox!

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Simplicity Spotlight -SEO 101 for Growth Focused Financial Advisors
Kate Guillen 12/10/24 Kate Guillen 12/10/24

Simplicity Spotlight -SEO 101 for Growth Focused Financial Advisors

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Simplicity Spotlight - OnBord - Streamlining the new client experience
Kate Guillen 12/6/24 Kate Guillen 12/6/24

Simplicity Spotlight - OnBord - Streamlining the new client experience

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Simplicity Spotlight: Maximize Your Impact with Events
Kate Guillen 12/6/24 Kate Guillen 12/6/24

Simplicity Spotlight: Maximize Your Impact with Events

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End of Year Wealthbox Clean Up Workshop
Kate Guillen 12/6/24 Kate Guillen 12/6/24

End of Year Wealthbox Clean Up Workshop

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End of Year Redtail Clean Up Workshop
Kate Guillen 12/6/24 Kate Guillen 12/6/24

End of Year Redtail Clean Up Workshop

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Simplicity Spotlight: Understanding Your Numbers
Kate Guillen 12/6/24 Kate Guillen 12/6/24

Simplicity Spotlight: Understanding Your Numbers

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Simplicity Spotlight: Mastering Orion Advisor Tech with Lisa Valentine
Kate Guillen 12/6/24 Kate Guillen 12/6/24

Simplicity Spotlight: Mastering Orion Advisor Tech with Lisa Valentine

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