Simplicity’s Advanced Sales Training is a must-attend event for financial professionals looking to improve their overall sales proficiency. Attendees will learn how to define their story, master the art of asking questions, perfect their sales process in executing appointments 1, 2 and 3, and learn how to build a client experience that turns new clients into lifelong advocates.
Bi-Monthly | Virtual
Simplicity University is a virtual event series that helps advisors stay informed on the latest developments in the life insurance and annuity business by providing field-tested sales and marketing strategies plus updated product information from the nation’s top carriers. Each virtual event provides unique value in the form of sales scripts, execution steps, production strategies, and more.
Monthly | Virtual
Simplicity’s Wealth Management Series is designed to address current investment trends and challenges, offer tips on overcoming common sales obstacles, and review best practices for helping investment advisors strategically grow their wealth management business in a highly competitive market. Attendees will also learn how they can gain access to asset management, marketing, case design, and technology resources, and receive the support needed to elevate their investment business.
On-Demand | Virtual
Simplicity’s Long-Term Care 101 training is created to educate financial advisors, agents, broker-dealers, financial institutions, IMOs, and elder law firms on how to easily incorporate asset-based LTC services easily and into their holistic businesses and drive sales. Attendees will learn about the growing LTC needs of retirees and increased fiduciary responsibilities, turnkey processes for adding this service, and the sales and marketing support that will help increase overall business sales and client retention.
Greg Gall, Chris Lester, and Chad Castle are Investment Advisor Representatives of Retirement Wealth Advisors, LLC. (RWA), an SEC Registered Investment Advisor. Greg Gall is owner of VIP Financial Associates (VIP). Chris Lester is owner of Professional Planning Services (PPS). Chad Castle is an Investment Advisor Representative of and owner of Winnow Wealth LLC (WW), a Registered Investment Advisor in Texas. Greg, Chris, and Chad are partners in Simplicity Group, LLC. RWA is not affiliated with VIP, PPS, or WW. Simplicity Group, LLC is not affiliated with RWA, VIP, PPS, or WW.