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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Featured
AMA Webinar (Wealthbox Edition)
AMA Webinar (Wealthbox Edition)
Leveraging Redtail’s Workflow Library
Leveraging Redtail’s Workflow Library
Client Experience & Operational Excellence: The Power of Technology in Wealth Management
Client Experience & Operational Excellence: The Power of Technology in Wealth Management
The Power of Technology in Wealth Management</span>
The Power of Technology in Wealth Management
Using Wealthbox to Deliver an Exceptional Client Experience</span>
Using Wealthbox to Deliver an Exceptional Client Experience
Scaling With Simplicity: How Kate Guillen Systemized Her Business and Helped Others Do the Same
Scaling With Simplicity: How Kate Guillen Systemized Her Business and Helped Others Do the Same
Client Experience &amp; Operational Excellence: The Power of Technology in Wealth Management
Client Experience & Operational Excellence: The Power of Technology in Wealth Management
How Advisors Can Leverage AI for Efficiency and Growth (CFP® CE)
How Advisors Can Leverage AI for Efficiency and Growth (CFP® CE)
Simplicity Spotlight: Stop Losing Time: The Secret Sauce for Advisors &amp; Ops Pros
Simplicity Spotlight: Stop Losing Time: The Secret Sauce for Advisors & Ops Pros
Ask Us Anything!
Ask Us Anything!
Simplicity Spotlight -Streamline Your Advisory Practice by Unlocking the Power of Wealthbox!
Simplicity Spotlight -Streamline Your Advisory Practice by Unlocking the Power of Wealthbox!
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&amp;A Session with Kate &amp; Katherine
Open Forum Q&A Session with Kate & Katherine

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Redtail + Workflows Q&amp;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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Interested in having Simplicity Ops as a webinar, podcast or conference guest? Fill out the form below and we’ll be in touch!