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

Wednesday, April 19, 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.

Thursday, April 20, 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 10/19/2022 and 4/18/2023.
  • All carriers apply. All contract levels apply. All revenue generating products for all carriers apply.


Optional - Wealth Forum: Overview and Opportunity

In-person event in Minneapolis, MN 

Tuesday, April 18, 2023 at 1:00pm - 4:00pm CT

Attendees will receive an in-depth overview on how a Simplicity Wealth partnership can help growth-minded advisors build, scale, and capitalize on their businesses and establish long-term equity. Advisors will hear from Simplicity’s Chief Investment Officer, Thomas Rozman, on recent market commentary, as well as key leadership regarding Simplicity’s business processes and the available support for helping advisors optimize their clients' success.

Distinctive Value 

  • Qualified Lead Generation through educational marketing programs, and for those qualifying advisors, paid-for in-person workshops.
  • A Proven End-to-End Sales Process centered around a turnkey solution, technology integration, and training opportunities.
  • Professional Execution and Support from a team that is dedicated to growing advisors’ businesses and helping maximize client relationships.

Simplified Investment Management

  • Research and Due Diligence of the universe of investments distilled to a carefully curated list of managers and strategies that is actively monitored and adjusted for optimal portfolio results.
  • Flexible Investment Platform that is strategy agnostic and allows advisors to offer tax optimization, direct indexing, tax-loss harvesting, socially responsible investment options, and more.
  • Investment Proposals Designed to Support a Holistic Plan that seamlessly integrates investment strategies and guaranteed lifetime income products into the client's portfolio when appropriate.

Advisor/Agent Qualification Details:

  • Advisor must hold an active Series 65 license, CFP or CHFC. 
  • Must have minimum $5,000,000 of AUM.


1967118-0122. For agent distribution only.