Kate Guillen

Hey all - I am banging my head against the wall with a few simple (in my opinion!) issues I can't seem to resolve related to setting up some Advyzon CRM workflows. Most of it has to do with triggering a workflow when a meeting is put on the calendar. Anyone experienced users out there willing to share 10min with me over Zoom or Teams?

New comment 15d ago

Kate Guillen

0 likes • Jun 8

Looping in @Olivia Allen she is an Advyzon expert!

Kate Guillen

May 27 •

Questions

Webinar Ideas - Feedback Needed

We’re starting to plan out some upcoming webinars for the community and would LOVE your input!! What topics would actually be most helpful for you and your team right now? A few ideas we’ve been tossing around: • CRM best practices workshop • Workflow design + operational efficiency • Building a proactive client experience • Leveraging your CRM during the great wealth transfer • Cybersecurity best practices for advisory firms • Compliance conversations • OCIO Partners • Panels with other industry experts • Team training + adoption strategies • Data integrity + CRM cleanup But honestly… we want to build content around what YOU want to learn more about. So tell us:What operational, technology, or growth topics would be most valuable for us to cover? Drop your ideas in the comments below 👇

Mar 30 •

Hi -- we are a 4 person office atm, but growing. We are using godaddy for our M365 subscriptions. They are a hot mess when anything goes wrong - and we are interested in getting off their platform. This will involve defederating and then figuring out if we self manage subscriptions and storage/backup. I am debating between hiring a CSP or doing this myself. I've identified one CSP but would like alternatives to review and don't find any that seem reliable. Any recommendations or experiences to share?

New comment May 6

Kate Guillen

1 like • May 6

Talk to @Orlando Hunter ! He is the best in this space. Specializes in cybersecurity for RIAs. He is super knowledgeable and an absolute pleasure to work with!

Kelly Allan

Mar 24 •

Job Postings

Job openings

Was I imagining things, or was there a site we could post job openings on?

New comment May 7

Kate Guillen

1 like • May 6

We used to have a job board back in the day, you are not imagining things :) tagging @Amy Kizer to help direct you to the right place!!

Lisa Bacon

Nov '25 •

Questions

Anniversaries Gifts for Employees

Are other RIAs doing anything for Employees for 1, 2, 3, and 4 Year Anniversaries and for the Milestone Anniversaries of 5, 10, 15, 20 and 25 years

New comment Mar 18

Kate Guillen

5 likes • Jan 6

Love this question and yes, many firms do this. But here is my take... the ones that do it best pair anniversary recognition with actually knowing their people. Tracking more than just start dates (favorite restaurants, hobbies, travel interests, preferred recognition style, family milestones) allows firms to make these moments personal instead of generic. The elite firms store this in a simple “team profile” in their CRM and update it during onboarding and 1:1s as they learn more about their team mates. A few gift ideas we see work really well: - A favorite local restaurant or experience (chef’s tasting, spa day, concert tickets) - Extra PTO tied to something meaningful (trip, new baby, life event) - A curated box around a hobby they love (coffee, golf, fitness, books) - A handwritten note, a public shout out from leadership calling out their impact When recognition is intentional and systematized, it strengthens culture and retention without needing to be extravagant.

Kate Guillen

0 likes • Mar 18

@Lauren Linn WHAT A GREAT GIFT!!! Love this idea! Will be sharing this with our clients! Hope you have a great trip ;)

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Kate Guillen

@kate-guillen-1490

Founder of Simplicity Ops - We teach financial advisors how to run better businesses

Active 8m ago

Joined Sep 30, 2022

Carlsbad, CA