Simplicity Advisor Growth Forum

 

Best Practices to Achieve Growth

Thursday, January 19, 2023 at 1:00 PM ET

Attend this webinar to obtain best practices in the four areas of business established by verified research. Utilizing the additional resources will enable advisors to enhance their client experience and deliver valuable solutions in today's environment. Attend Simplicity's webinar to learn how we can help evolve your business.

    1. Sales Process
   - Implement software designed to simplify your sales cycle 
   - Determine clients’ values, needs, and goals with discovery questions

    2. Marketing Resources
   - Identify consumers best performing financial education topics
   - Discover lead generating concepts to grow your business

    3. Client Retention 
   - Receive strategies to maximize client relationships within your network
   - Establish referral events for all budgets

    4. Holistic Planning 
   - Generate new revenue streams through cross-selling opportunities
   - Address top retirement concerns with education content 

FOR AGENT USE ONLY. NOT FOR PUBLIC DISTRIBUTION 2647102-1222


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