We're excited to launch Simplicity Ops Partners for current and former clients to provide you with ongoing support, recorded trainings, and weekly Strategy and Q&A calls.
We often receive the same questions from clients and want to build out a collaborative knowledge base to answer questions and share ideas. We'll also use this as a place to roll out new best practices and recommended tools as they are developed.
If you have questions outside of our weekly standing calls, please visit Simplicity Ops Partners to access our team's collective knowledge:
1. Post your question in the Community
3. If a question is specific to your firm or contains sensitive information, you can also direct message our team here
We're looking forward to serving you better in our Partners community!
Private group
Improving the lives of financial advisors and the teams that support them, with simple systems and standardized operations!
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