Build a Better Business. Live a Better Life.
At Simplicity Ops, our mission is simple: to help advisors and their teams
build thriving businesses and live better lives.
We partner with advisory firms to transform the operations behind the
business, building the systems, processes, technology, and team
infrastructure that create capacity for growth, elevate the client
experience, and make your business easier and more enjoyable to run.
As part of our strategic relationship with LPL Financial, LPL-affiliated
advisors receive 10% off all Simplicity Ops services.
How We Help LPL Advisors Build Better Businesses
Operational Strategy & Infrastructure
Identify bottlenecks, opportunities, and the systems needed to support your firm's goals.
CRM Implementation & Optimization
Clean up, customize, and optimize your CRM to better support your team and client experience.
Processes, Workflows & SOPs
Build repeatable processes so your business doesn't depend on things living in people's heads.
Client Experience
Create a proactive, highly personalized, and scalable client experience.
Technology & Automation
Better integrate your technology and automate the manual work wherever possible.
Team Training & Accountability
Give your team the clarity, training, and accountability needed to confidently operate the systems we build together.
We Know the LPL Environment
We've had the privilege of working with numerous LPL-affiliated advisory firms and have developed a library of LPL-specific workflows, processes, templates, and client communications that give us a strong foundation.
But this engagement is not one size fits all.
We customize everything to your team, your clients, your service model, and your goals!
You get the benefit of what we've learned working with other LPL advisors, tailored specifically to you.
How it Works
Complimentary Strategy Session
Tell us about your firm, what's going well, what is not going well, and what a dream practice and life looks like. We'll help determine what is possible and the best next steps.
Operational Assessment
Next, we'll take a deep dive into the systems, processes, data, org chart, service model, and operational infrastructure. With the assessment, we'll develop a customized operational roadmap outlining the path forward toward operational excellence.
The Path Forward
The roadmap is yours. You can take it and execute it internally, or we'll include a proposal to partner with the Simplicity Ops team to implement the roadmap. Either way, you'll leave with clarity around where you are, where you're going, and what it will take to get there.
The Simplicity Experience
Think of the Simplicity Ops team as an extension of your team. We do the work. We build the engine behind your business, from CRM organization and workflows to client service models and technology integration. We train your team to ensure adoption, and drive real transformation!
Ready to Build a Better Business?
Book Your Complimentary Strategy Session
