Advanced Sales Training and Optional Wealth Forum

Qualification Form - Internal Use Only

Submission of this qualification form does not guarantee your advisor a seat. Seats for this event are available on a first come, first served basis. Advisors are not confirmed until they complete the Splash Link and receive an email confirmation from Simplicity's Event Planner.

Advanced Sales Training

In-Person in Minneapolis, MN

Thursday, November 2, 2023 at 8:30am - 4:00pm CT

Module 1: Form Deeper Connections Through Storytelling

  • Understand the selling science behind storytelling, and create your own founder’s story to win new business.

Module 2: Master the Art of Conversation by Building a High-Trust Environment

  • Increase your sales by asking the right questions and shifting your prospects’ mindset from investment performance to income.

Module 3: Maximize Your Event Marketing ROI with Strategic Touchpoints

  • Discover the details that will help you secure more first appointments from in-person and virtual events.

Module 4: Perfect the First Appointment Process

  • Get the steps, scripts, and materials for executing the first appointment and helping you secure more second appointments.

Friday, November 3, 2023 at 8:30am - 12:00pm CT

Module 5: Close the Deal

  • Implement the activities and financial diagnostic in the second and third appointment processes to close the deal.

Module 6: Increase Your Referrals and Client Retention

  • Learn the best practices you can implement to turn your new clients into enthusiastic fans in the first 100 days.

Advisor/Agent Qualification Details:

  • Advisor must have issued or submitted business between 5/1/2023 and 11/1/2023.
  • All carriers apply. All contract levels apply. All revenue generating products for all carriers apply.


1967118-0122. For agent distribution only.