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RIA Operators

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Simplicity Ops Partners

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Improving the lives of financial advisors and the teams that support them, with simple systems and standardized operations!

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1 contribution to AdvisorTechBook LIVE 🎙️
Future Proof - Yea or Nay?
Hi everyone 👋🏼 I’m new here, so quick intro. I’m Stevyn, and I live in Madeira, Portugal. @Joe Moss and I are recording a podcast together in February (really looking forward to it), and it prompted me to spend more time in this group. I’ve already gotten a ton of value from the conversations here. I’m planning my travel back to the U.S. for fall conference season and want to be intentional since I’m coming from overseas. A few clients have recommended Future Proof in September, and I’m considering going for a few reasons: - meet some LinkedIn friends in real life - share my new book (I’ll be bringing copies) - learn from the best in the industry For those of you who’ve attended… would you recommend Future Proof? Or if you had to pick one “can’t miss” conference, what would it be and why? Thanks! 💚🧡
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I am going to FP in Miami, I will report back
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Kate Guillen
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@kate-guillen-1490
Founder of Simplicity Ops - We teach financial advisors how to run better businesses

Active 2h ago
Joined Jan 9, 2026
Carlsbad, CA
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