Order
Simplicity Ops Partners
- Share pcommunity
- Share values
- Keywords: 1. Financial Advisors 2. Support Teams 3. Standardized Operations
- Members: 198 (Ø 0)
- Course amount: 3
- Created: Mar 16, 2023
- Owner: Kate Guillen
- URL name: ria-os-mastermind
- 198
- 1. Financial Advisors 2. Support Teams 3. Standardized Operations
- en
- Overall 13900
- English
- Inactive
- Private
- Paid
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
2. Attend our weekly Q&A call hosted by one of our operations experts
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!
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
2. Attend our weekly Q&A call hosted by one of our operations experts
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!
Successfully copied to clipboard