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 Read More Simplicity Ops 5/22/25 Simplicity Ops 5/22/25 Client Experience & Operational Excellence: The Power of Technology in Wealth Management Read More Simplicity Ops 5/13/25 Simplicity Ops 5/13/25 How Advisors Can Leverage AI for Efficiency and Growth (CFP® CE) Read More Courtney Riggin 2/26/25 Courtney Riggin 2/26/25 Simplicity Spotlight: Stop Losing Time: The Secret Sauce for Advisors & Ops Pros Read More Courtney Riggin 2/12/25 Courtney Riggin 2/12/25 Ask Us Anything! Read More Courtney Riggin 1/30/25 Courtney Riggin 1/30/25 Simplicity Spotlight -Streamline Your Advisory Practice by Unlocking the Power of Wealthbox! Read More 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 Older Posts
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 Read More
Simplicity Ops 5/22/25 Simplicity Ops 5/22/25 Client Experience & Operational Excellence: The Power of Technology in Wealth Management Read More
Simplicity Ops 5/13/25 Simplicity Ops 5/13/25 How Advisors Can Leverage AI for Efficiency and Growth (CFP® CE) Read More
Courtney Riggin 2/26/25 Courtney Riggin 2/26/25 Simplicity Spotlight: Stop Losing Time: The Secret Sauce for Advisors & Ops Pros Read More
Courtney Riggin 1/30/25 Courtney Riggin 1/30/25 Simplicity Spotlight -Streamline Your Advisory Practice by Unlocking the Power of Wealthbox! Read More
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
