Simplicity Ops

Libby Greiwe🎙 ChFC, RICP, FIC's Systems to Scale™ Group Coaching & Mastermind empowers ambitious financial advisors to streamline their businesses, boost revenue, and achieve true freedom. Libby has always been a leader in helping advisors achieve their goals. We can’t wait to see what amazing things this group achieves in 2025!   Register here >>> https://lnkd.in/gZwsGic4

Join us THIS FRIDAY at 11 AM PST for a fun conversation with Catherine Tindall, CPA!   Catherine Tindall, CPA, is a strategic tax planner and founder at Dominion Enterprise Services.Passionate about leading with proactive tax planning, Catherine focuses on collaborating with advisors to reduce their tax burden and strategically plan for growth. Join the special value call here >>>> https://lnkd.in/gdQnvcDA

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? We will address these questions and more in this webinar featuring our senior leaders who oversee content and strategy at Out & About Communications with Lauren Hong! 🗓 December 10th 🕚 11:00 AM PST Register Here >>https://lnkd.in/g39jY8Y3

ICYMI! https://lnkd.in/gXbQ2EtZ Schedule a call with our team to receive a personalized roadmap to operational excellence!

Join Nick Bernardo, CFP® as he walks us through making the client onboarding experience the most efficient it can be! 🗓 December 4th 🕚 11:00 AM PST Register Here >>https://lnkd.in/g89J6eTY

Erica Pauly did an amazing job taking us through an in-depth look at what is needed to understand company data, top metrics to track, and what is happening in the industry nationwide. If you cannot interpret data effectively then reports and dashboards are useless! Watch here now>>>https://lnkd.in/gbZicQn9

Thank you Lisa Valentine for sharing your deep Orion knowledge with our community. We are so grateful to have experts like you in our network that we can relay on to support our advisors Orion needs! If you are an Orion user or thinking about making the switch, you should know Lisa and her team! Rewatch the webinar here>>>>>>https://lnkd.in/gxKJw6jN

It's not too late to register for our webinar featuring Angela York & Elyse (Adler) Stoner, DES Stoner from Event Advisors! They'll show you how to transform your event strategy into a powerful tool for attracting new clients, deepening relationships, and boosting your bottom line. Register Now!>>>>https://lnkd.in/gEBxy--Q

Today, we honor the brave men and women who have served our country. Your sacrifices and dedication have shaped our nation. Thank you for your service.

Don't miss this dynamic webinar featuring Angela York & Elyse Stoner. They'll show you how to transform your event strategy into a powerful tool for attracting new clients, deepening relationships, and boosting your bottom line. 🗓 Tuesday, November 19th 🕚 11:00 AM PST Register Here >>https://lnkd.in/gEBxy--Q