Simplicity University - Annuity Training

On Demand | Virtual

Set the Foundation for Sales Success
The fundamentals an advisor must master

75% of investors have changed or considered changing advisors because of a lack of trust.1

Join Simplicity on May 7th and improve your sales process as we highlight the most influential factor in whether a prospect decides to work with an advisor.

Master the fundamentals of:

  • Building a high-trust environment

  • End-to-end sales process

  • Strategy and product knowledge

1Source: Wealth Management.com https://www.wealthmanagement.com/industry/ycharts-clients-ditched-advisors-alarming-rates-2023