Curious about the Simplicity Ops Academy?

Join me and my colleague,

for a live "Ask Me Anything" session and get an inside look at our practical training program for client service associates in financial advisory firms. We’ll share what the Academy covers, who it’s designed for, and how it helps CSAs become confident, proactive operational partners. Bring your questions, we’ll answer them live!

Sep 22, 2026 10:00 AM in Pacific Time (US and Canada)

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Curious about the Simplicity Ops Academy?