Learn how a Simplicity Wealth partnership can help growth-minded advisors solve investors' biggest challenges by delivering...
Distinctive Value
- Qualified lead generation through educational marketing programs and for those qualifying advisors, paid-for in-person workshops.
- A proven 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.
FOR AGENT USE ONLY. NOT FOR PUBLIC DISTRIBUTION. 2712643-0223
Investment advisory and financial planning services offered through Simplicity Wealth, LLC, a Registered Investment Adviser. Sub-advisory services are provided by Simplicity Solutions, LLC, a Registered Investment Adviser.
