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Simplicity Ops
เข้าร่วมเมื่อ 2 มี.ค. 2022
We are an operations management company that specializes in the customization and implementation of operational systems for Registered Investment Advisory firms using Redtail CRM.
Simplicity Spotlight: Streamline Your Advisory Practice by Unlocking the Power of Wealthbox!
Being an advisor can be challenging, but your tools shouldn’t be. Join us for an engaging webinar to discover how Wealthbox helps advisors scale their firms with an intuitive and efficient CRM solution.
มุมมอง: 17
วีดีโอ
Simplicity Spotlight: SEO 101 for Growth Focused Financial Advisors
มุมมอง 62หลายเดือนก่อน
Search Engine Optimization (SEO) helps firms' websites be seen when prospects search for answers to their financial questions. But what is SEO on a practical level? How can you stand out in a crowded market? How is SEO evolving? What questions should you be asking when mapping an SEO game plan? We will address these questions and more in this webinar featuring our senior leaders who oversee con...
Simplicity Spotlight - OnBord - Streamlining the new client experience
มุมมอง 77หลายเดือนก่อน
Learn from the expert how OnBord sends clients through a simple user experience to gather the information needed to open accounts. This technology takes the user and the advisor experience to the next level!
What is SimplicityOps?
มุมมอง 822 หลายเดือนก่อน
Learn about what SimplicityOps is from our founder Kate Guillen.
Simplicity Spotlight: Maximize Your Impact with Events
มุมมอง 192 หลายเดือนก่อน
Join us for a dynamic webinar featuring Angela York & Elyse Stoner, the powerhouse duo behind Event Advisors. They'll show you how to transform your event strategy from "hope-and-pray" to a powerful tool for attracting new clients, deepening relationships, and boosting your bottom line.
End of Year Wealthbox Clean Up Workshop 2024
มุมมอง 1642 หลายเดือนก่อน
Join the Simplicity Ops team for a year-end workshop where we’ll guide you through the essential (but often overlooked) first step of CRM success: a well-organized contact database. Get ready to streamline your system and start 2025 with a CRM that’s optimized for growth!
End of Year Redtail Clean Up Workshop 2024
มุมมอง 932 หลายเดือนก่อน
Join the Simplicity Ops team for a year-end workshop where we’ll guide you through the essential (but often overlooked) first step of CRM success: a well-organized contact database. Get ready to streamline your system and start 2025 with a CRM that’s optimized for growth!
Simplicity Spotlight: Understanding Your Numbers
มุมมอง 532 หลายเดือนก่อน
Numbers don’t lie. But if you cannot interpret data effectively then reports and dashboards are useless. An in-depth look at what is needed to understand company data, top metrics to track, and what is happening in the industry nationwide.
Simplicity Spotlight: Mastering Orion Advisor Tech with Lisa Valentine
มุมมอง 963 หลายเดือนก่อน
During this session, Lisa Valentine will share practical scenarios and success stories to help you master your Orion Advisor Tech suite of software services
How to take your Redtail to the next level with systems, workflows and technology with Kate Guillen
มุมมอง 813 หลายเดือนก่อน
Are you an advisor struggling with efficiency and organization in your practice? Do these challenges sound familiar? "My problem isn’t getting clients; my problem is serving them efficiently." "I feel like we are constantly reinventing the wheel." "I lose sleep because I am afraid of dropping balls or something slipping through the cracks." "I don’t have a good way to see what’s going on within...
Cybersecurity with LiquidMo: Prevent Your Firm from Being Low-Hanging Fruit for Hackers
มุมมอง 284 หลายเดือนก่อน
Cybersecurity with LiquidMo: Prevent Your Firm from Being Low-Hanging Fruit for Hackers
Simplicity Live: Marketing 101 for Growth-Focused Financial Advisors
มุมมอง 404 หลายเดือนก่อน
Simplicity Live: Marketing 101 for Growth-Focused Financial Advisors
Wait, this was working before. What happened? - Using Systems to Produce Results in Business
มุมมอง 235 หลายเดือนก่อน
Wait, this was working before. What happened? - Using Systems to Produce Results in Business
Open Forum Q&A Session
มุมมอง 665 หลายเดือนก่อน
Join us for an exclusive Q&A session with CRM and client service experts Kate Guillen and Katherine Beltran from Simplicity Ops. This open forum webinar provides an opportunity to ask questions and discuss challenges your firm is facing related to Redtail, Operations, and Client Service.
Elevate Your Onboarding Process: The 3 Key Ingredients to Referral-Generating Onboarding Experience
มุมมอง 975 หลายเดือนก่อน
Elevate Your Onboarding Process: The 3 Key Ingredients to Referral-Generating Onboarding Experience
How to Build a Workflow from Scratch Webinar
มุมมอง 2226 หลายเดือนก่อน
How to Build a Workflow from Scratch Webinar
Simplicity Live Webinar Featuring RooksDM
มุมมอง 907 หลายเดือนก่อน
Simplicity Live Webinar Featuring RooksDM
Take Your Client Experience to the Next Level
มุมมอง 2387 หลายเดือนก่อน
Take Your Client Experience to the Next Level
Simplicity Spotlight: East Bay Investment Solutions
มุมมอง 4910 หลายเดือนก่อน
Simplicity Spotlight: East Bay Investment Solutions
Simplicity Spotlight: SEC Compliance Solutions
มุมมอง 5011 หลายเดือนก่อน
Simplicity Spotlight: SEC Compliance Solutions
Simplicity Ops - CRM as the Hub of Your Practice
มุมมอง 182ปีที่แล้ว
Simplicity Ops - CRM as the Hub of Your Practice
Simplicity Spotlight: 2024 HR Outlook with Amy Kizer from TalentLink Solutions
มุมมอง 40ปีที่แล้ว
Simplicity Spotlight: 2024 HR Outlook with Amy Kizer from TalentLink Solutions
Simplicity Spotlight: What's Your Education Plan for 2024 with Financial Experts Network
มุมมอง 34ปีที่แล้ว
Simplicity Spotlight: What's Your Education Plan for 2024 with Financial Experts Network
GReminders + SimplicityOps Webinar: Automating Scheduling & Workflows For Efficiency
มุมมอง 153ปีที่แล้ว
GReminders SimplicityOps Webinar: Automating Scheduling & Workflows For Efficiency
Would love to see this for Wealthbox!
what if i am syncing my gmail ? is it internail or external? either one i choose it takes me to microsoft.
will I have to rebuild my current events into the new Redtail calendar in Outlook? Is there a way to sync the current events in my regular calendar to redtail without re-inputting?
Hi Scott, there's not a way to sync current events on your main Outlook calendar to the Redtail calendar, but once you've synced your Redtail calendar to Outlook (It creates a separate Redtail calendar in Outlook), you can copy events from your main Outlook calendar to the Redtail version in Outlook and they'll sync back to Redtail. Or you can also manually input the events into Redtail. Seen people do it both ways.
Will this work with desktop version of outlook? Thx!
Yes, the Redtail calendar will show up in the desktop version of Outlook as well once synced via the Redtail Retriever Cloud.