In Our Own Words

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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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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
Is Your CRM Helping or Hindering Your Client Service? A Case for Operational Excellence
Is Your CRM Helping or Hindering Your Client Service? A Case for Operational Excellence

When it comes to delivering exceptional client experience in financial advisory firms, efficiency and consistency are everything.

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New Hire Resources
New Hire Resources

Here are our free downloads!

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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!
Katherine Beltran- World Traveler
Katherine Beltran- World Traveler
Vanessa Lau - How to Film YouTube Videos (STOP performing and Be YOURSELF)
Vanessa Lau - How to Film YouTube Videos (STOP performing and Be YOURSELF)
Meet the Efficient Advisor Podcast host Libby Greiwe.
Meet the Efficient Advisor Podcast host Libby Greiwe.
Simplicity Spotlight: Break Up with Your Broker-Dealer powered by Catalyst
Simplicity Spotlight: Break Up with Your Broker-Dealer powered by Catalyst
Simplicity Spotlight: Streamline Your Advisory Practice by Unlocking the Power of Wealthbox!
Simplicity Spotlight: Streamline Your Advisory Practice by Unlocking the Power of Wealthbox!
They’re in the business of breakthroughs. Are you ready for yours?
They’re in the business of breakthroughs. Are you ready for yours?
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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