?? Operational Excellence Checklist ?? Do you have: ? Contact Management System ? Task Management System ? Calendar Management System ? Note Taking & Documentation System ? Account Management System ? Pipeline Management System ? Scalable Proactive?Client Service Experience ? Workflows for Repeatable Tasks ? Automations ? Advisor Tech Integrations And a team that has adopted the systems and is using it consistently? Would you like to get to this level of operational excellence? ?? Let’s Chat — We’ll show you how! https://lnkd.in/gyVEZPW3 Simplicity Ops Team
关于我们
Simplicity Ops partners with Financial Advisors to build profitable, scalable, and client-focused practices. At Simplicity Ops, we specialize in helping financial advisors streamline operations, optimize workflows, and integrate technology to deliver exceptional client service and create sustainable profitability. Our tailored approach focuses on auditing processes, building systems and workflows, educating users and empowering teams to thrive. Whether you’re looking to optimize your CRM, enhance client service experience, or simplify day-to-day operations, Simplicity Ops provides the tools, strategies, and expertise to take your practice to the next level!
- 网站
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https://www.simplicityoperations.com/
Simplicity Ops的外部链接
- 所属行业
- 投资管理
- 规模
- 2-10 人
- 总部
- San Diego ，CA
- 类型
- 自有
- 创立
- 2019
- 领域
- CRM Optimization、AdvisorTech Stacking、Calendly Setup、Redtail CRM和Wealthbox CRM
地点
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主要
获取路线
US，CA，San Diego
Simplicity Ops员工
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Katherine Beltran
Manager, Strategy and Implementation at Simplicity Ops
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Kate Guillen
Helping advisors grow and scale their business while consistently delivering an amazing client service experience
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Kitty Niduelan
Virtual Assistant | Marketing | Sales | Real Estate | Customer Service
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Alyssa Barnes
Implementation Associate at Simplicity Ops
动态
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Come work with us at Simplicity Ops!
Helping advisors grow and scale their business while consistently delivering an amazing client service experience
Man, oh man we are having the hardest time finding our next team member. We have had dozens of interviews Met really quality people who check all the boxes but: ? Their energy isn’t right ?? They work for a current or former client ?? They don’t perform well on our tech assessment ?? They don’t send a thank you ?? Etc. If you have Redtail or Wealthbox experience and wants to work with a kick ass group of ladies who want to make a MASSIVE impact in the industry please message me! The work is rewarding The team is fun Our clients ROCK Fully remote We offer benefits - health reimbursement, 401k Plan + match, PTO, holidays etc Salary 60-80k Come work with us at Simplicity Ops!
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Are you curious to know what our clients say about us? These firms transformed their operations from clunky to streamlined,?and you can too! Partnering with Simplicity Ops, you’ll gain efficiency, consistency, and a scalable system for delivering an excellent client experience. Ready to optimize your firm’s operations??Let’s talk! https://lnkd.in/gUZrqUaC Kate Guillen, Katherine Beltran, Alyssa Barnes, Courtney Riggin, Kitty Niduelan
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Proud to be part of this innovative group! We are excited to see the impact we will make in our clients' lives by tapping into this group's collective knowledge! Thank you for the opportunity James Cantwell ?? and WealthTech Select!
?? Welcome to the ???????????????????? ???????????? ?????????? ????????????, Simplicity Ops and Kate Guillen! ???????????????????? ?????? is revolutionizing RIA operations by optimizing CRM systems and streamlining internal processes. They specialize in transforming CRMs into the central hub of advisory businesses, creating multi-system workflows that ensure efficiency and exceptional client service. ???????? ??????????????, founder and head of strategy, brings over a decade of experience in investment management and a passion for AdvisorTech. Her expertise in CRM optimization has helped dozens of firms maximize their technology and standardize operations. The ???????????????????? ???????????? ?????????? ???????????? is our exclusive group of elite service providers in the wealth management industry, collaborating to advance the RIA sector through knowledge sharing, mutual support, and strategic partnerships. WealthTech Select members will benefit from: ? Access to cutting-edge operational strategies ? Insights on maximizing CRM potential ? Expertise in creating scalable, efficient workflows ? Opportunities for collaboration and knowledge sharing We're thrilled to welcome Kate, Courtney Riggin, Alyssa Barnes, and Katherine Beltran of ???????????????????? ?????? to our community and look forward to the valuable contributions they'll bring to our ecosystem! #WealthTech #FinancialAdvisors #CRM #OperationsManagement #RIA #WealthTechSelect #Redtail #Wealthbox
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?Five incredible years? We could not have done it without?YOU—our clients, former clients, community members, and supporters who’ve been part of our journey. In honor of our 5 year, “golden birthday” on March 5th, we are offering a $500 discount on our Operational Assessment. ???Schedule a call?with our team to get started. https://lnkd.in/gyVEZPW3 *Use code?HBD?in the source field to receive the discount The assessment is a wonderful way to uncover opportunities to better organize your data, streamline workflows, integrate technology, and elevate client service. What We Assess: ??Contact, Task & Calendar Management ??Pipeline & Account Management ??Proactive Client Service Strategies ??Workflows & Automations ??Technology Integrations ??Key Metrics (AUM per Client, Revenue per Client, Referral Sources & More) What You’ll Walk Away With: ??Actionable insights tailored to your firm’s needs ??A strategic roadmap to create a scalable, efficient operating system ? ???Book your assessment now?and set your firm up for long-term success. https://lnkd.in/gyVEZPW3 From the bottom of our hearts, thank you for five incredible years. Here’s to many more! Simplicity Ops Team *Special offer good for the month of March 2025
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Still stuck in the manual grind? How much time could you save if your clients updated their own info before your meetings? Join us with Nora Gallegos, MBA from PreciseFP to discover how you can keep that human connection, while automating the busywork. ?? Wednesday, February 26th ?? 11 AM PST Register Here ?? https://lnkd.in/g57mKBYv
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We're #hiring a new Assistant Relationship Manager in United States. Apply today or share this post with your network.