Friday Dec 1st Value Call - Topic: Cleaning and Organizing Your Database for 2024

🗓️ Don't miss our Value Call happening this Friday, December 1st, at 11 am PST / 2 pm EST! 🗓️

Get ready to kick off 2024 with a fresh start! Having a well-organized database is crucial for optimizing your practice's efficiency.

❓Come prepared with your questions about contact organization (statuses, categories, keywords, UDFs), database cleanup strategies, generating accurate reports, and more.

📣As a bonus for attending the Value Call, you'll receive our exclusive Quarterly CRM Maintenance Workflow. Don't miss out on this valuable resource!

And if you're new here, and wondering "What is a value call?"

👉On the first Friday of each month, members from this group gather together via zoom to discuss RIA operations, current challenges, and share advice with one another. The Simplicity Ops Team

will be in attendance to help lead the discussion and answer any questions.

To join the call this Friday, please use this link.

If you plan to attend, drop a "December" GIF 🎅🎄🎁 in the comments below ⬇️ We look forward to seeing you there!

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