Simplicity Ops

In case you missed it, we have an awesome community of RIA owners and operators. And we have really fun conversations about any number of things, but my favorite converstions are usually the ones about taking care of our people. • Clients • Prospects • Our team • Ourselves Recently, we talked about team anniversaries, and why the best firms don’t just track dates, they actually know their people. Elite teams go deeper. They know: • HOW someone likes to be recognized • WHAT lights them up outside of work • WHY they are doing the work and what matters most to them When recognition is intentional, culture and retention take care of themselves. If you love thoughtful conversations like this with other RIA owners and operators, you’d fit right in. Looking forward to seeing you there! 

Missed the invitation? Don’t miss the party. 🎉 Simplicity Ops + GReminders are hosting a Happy Hour on the first night of Ascent! 🍸 Meze Greek Fusion 📅 Feb 24 | 7–9 PM 📍 Walking distance from the convention center Come for the drinks, stay for the conversations.

If growth feels capped by your time, your calendar, or your energy, that’s an operational signal. The right systems create capacity. The wrong ones quietly drain it. If you want clarity on what’s working, what’s not, start with our self-assessment. Get a gauge for where you are at then schedule some time with our team to discuss a plan for improvement.

Meet Jenevib Bandayanon, our incredible Operations Administrative Assistant! From keeping day-to-day operations organized to ensuring assessments and internal processes run smoothly, Jen helps everything stay aligned behind the scenes. She brings structure to workflows, supports cross-team coordination, and makes sure no detail gets overlooked. Jen also enjoys improving systems, streamlining processes, and finding ways to make work more efficient for everyone. Her positive attitude, adaptability, and commitment to excellence make her an invaluable part of the team 💗✨

Thinking about changing CRMs? One of the biggest challenges we see isn’t the data or the tech. It’s the terminology. Same concepts. Different names. And that’s where confusion, rework, and missed steps creep in. To help, we created a CRM Terminology Cheat Sheet that translates key fields, workflows, and terms between Wealthbox and Redtail, so your team stays aligned before, during, and after a switch. If a CRM migration is on your radar, this resource will save you time and frustration. Because clarity should always come before migration. Attached is the full CRM Terminology Cheat Sheet to help your team stay aligned every step of the way! Here’s to clarity!

Join us + GReminders on night one. If you’re in San Diego for Ascent, we’d love to see you there!

Want to know how to always stay 2 steps ahead of your clients and prospects? Let’s talk, and we will show you how! https://lnkd.in/g_iQ2PKF

One of the biggest risks inside advisory firms isn’t market or compliance-related.  It’s operational. Unclear processes, missing ownership, and steps that rely on memory create quiet exposure. A simple operational checklist can quickly surface where things slow down, break, or slip through the cracks.  Where work depends on one person.  Where rework shows up.  Where follow-up is required just to ensure completion. You don’t need to fix everything at once.  You just need visibility. When you can see where the risk lives, you can design systems that reduce it. If you were looking for a sign to get started dialing in your operations, THIS IS YOUR SIGN. https://lnkd.in/get7wF6U

How workflows reduce risk Risk doesn’t usually come from one big mistake.  It comes from small things being missed. A step skipped.  A follow-up forgotten.  A form submitted incomplete.  A handoff that wasn’t clear. Workflows reduce risk by removing guesswork. They define what needs to happen, in what order, and who owns each step. They create consistency, even when the team is busy. And they surface issues early, before they become client-facing problems. Strong workflows don’t rely on memory or heroics.  They include triggers, ownership, and built-in checks that make the right action the easy action. The result?  Fewer errors.  Less rework.  More predictable outcomes.  And a client experience that feels steady and professional. Workflows aren’t about control.  They’re about protecting your clients, your team, and your firm.