Spring Clean Your CRM to Scale Your Firm

Presented by

Watch this previously recorded live webinar to see how Simplicity Ops and Wealthbox help advisors clean up their CRM workspace to make room for accurate data and drive productivity. This webinar will cover:

  1. How Simplicity Ops uses their “5 Part CRM Breakdown” strategy to help advisors get organized and work more efficiently.
  2. How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before.
  3. How Simplicity Ops’ plan for workflows and integrations, coupled with Wealthbox’s new Workflow Library, can accelerate firms to the next level.


Kate Guillen

Founder & Lead Coach

Simplicity Ops

Andrew Ladwig

Director of Business Development


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