Unlocking Growth: How to Optimize Procedures Using Simplicity Ops with Kate Guillen

Kate Guillen is a seasoned operations professional with over a decade of experience in the investment management industry. Her journey began as a client service associate for a broker-dealer and she later became the operations manager at a registered investment advisor, where she was given the freedom to solve operational issues with technology and discovered her passion for AdvisorTech. In 2020, she founded Simplicity Ops to help financial advisors and their teams simplify systems and standardize operations. Today, Simplicity Ops has partnered with over 50 firms, dedicated to maximizing their technology and ensuring robust operating procedures to support growth and excellent client service.

Featured Resources 

• Kate Guillen on LinkedIn

• Simplicity Ops on LinkedIn

• Redtail

• Wealthbox 

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Tune in now as we chat with Kate about how to implement CRM changes sustainably, how to get the whole team on board for adopting new operating systems, and tips and tools she loves with Redtail and Wealthbox.