Simplicity Advanced Sales Training


Harness the Power of a Proven Sales Process

Join us for Advanced Sales Training

In-Person Training (Minneapolis, MN)


June 13-14, 2024

September 12-13, 2024 

Day 1 of AST 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.


Day 2 of AST at 8:30am-12:00pm CT

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.

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

Advisor/Agent Qualification Details:
Advisor must have issued or submitted business in the past 6 months. All carriers apply. All contract levels apply. All revenue generating products for all carriers apply.

To attend the Advanced Sales Training, both new and current advisors/agents must have submitted premium with Simplicity in the 6-month period leading up to the AST.


Optional - Wealth Forum: Overview and Opportunity

Wednesday prior to AST: 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.









Complete the form below if you are interested in attending and reach out to your ADC ASAP.  They will then submit your registration request to Simplicity.  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.


Qualification Form - AST