Harness the Power of a Proven Sales Process

Join us for Advanced Sales Training

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.

The end-to-end sales experience that can help drive production and establish strong connections with new clients. In-Person in Phoenix, AZ.

Thursday, February 23, 2023 at 8:30am - 3:30pm MST

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 help you secure more second appointments.

Friday, February 24, 2023 at 8:30am - 12:00pm MST

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 8/23/2022 and 2/22/2023.
All carriers apply. All contract levels apply. All revenue generating products for all carriers apply.




1967118-0122. For agent distribution only.