Simplicity Ops
@simplicity_ops
We are on a mission to help advisors grow and scale their businesses while delivering an amazing client service experience.
It's not too late to register!! Come and join us tomorrow or Thursday! 🐶 Redtail Clean Up>>> lnkd.in/gveViRUG 📷 Wealthbox Clean Up >>> lnkd.in/gvcgqYjz See you there #CRM #fintech #simplicityops #clientsfirst
Help get 2025 started off on the right foot! Its not too late to register! Come Join us: 🐶 Redtail Clean Up>>> lnkd.in/gveViRUG ⏹ Wealthbox Clean Up >>> lnkd.in/gvcgqYjz
Join us next Wednesday with Lisa Valentine as we discuss leveraging Orion Advisor Tech to accelerate your RIA's growth and efficiency! 🗓 Wednesday, October 23rd 🕚 11:00 AM PST Click here to register lnkd.in/gHWyhQix
Katherine had a great time sharing wisdom at the Wealthbox experts session here at #XYPNlive #XYPNlive2024 Who else enjoyed the meet up!?
Let’s go! Kate is ready to kill it! Who else is in Northstar Ballroom A?! #simplicityops #XYPNlive2024
Join us for Kates awesome breakout, The Ultimate Client Service Tech Stack in Northstar Ballroom A #XYPNLive2024 #simplicityops
Who else is excited for day one of #XYPNLive2024?@XYPlanning thank you for putting on this great event!
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