Business Development

Growing your firm every step of the way – from first engagement to close.

Our staff at the Simplicity Group staff is here to help you connect the dots between all facets of marketing and sales infrastructure. We have an unrivaled team of experts, and platforms that can help you generate, track, and close leads, and grow wallet share among existing clients. Click here if you’d like to speak to a team member.

Our Offerings

Simplicity supports independent agents and advisors with institutional support in the areas that fuel success – marketing, sales, and operations.

Simplicity helps advisors make an effective first impression with strategic brand development. This includes everything from logo and website design to video production and brochures. Our wide array of services are as follows:

Simplicity Group Holdings - Independent Agents and Advisors

Core-5 Marketing Services

Simplicity Marketing’s “Core-5” represents the five foundational elements necessary for your firm to break-through a competitive landscape, generate leads, and develop an infrastructure that allows you to nurture, close, and manage more business.

  • Branding
  • Website and Content
  • Lead generation
  • Email Nurturing

  • Data and Analytics

Simplicity Group Holdings - Affiliates and BGAs

Done-for-You Lead Generation

We offer dozens of proven, comprehensive marketing platforms that are accessible “hands-free” to the firms we serve. Creating and executing lead-gen campaigns is complex, but our team of industry experts is there to facilitate them every step of the way.

  • Webinar Series

  • General Workshop Marketing

  • Educational Events

  • Email Lead Capture Platforms

  • Turnkey Digital Marketing Programs

Beacon Advanced Marketing (BAM)

Beacon Advanced Marketing is a membership to full-service marketing for America’s most elite firms. BAM members receive a suite of practice management services via Summit Advanced Management (SAM). Summit Advanced Marketing is a custom, hands-on approach to building, growing, scaling, and capitalizing your firm.

Interested in how you can become a BAM member? Click HERE to learn more.

Studio One

Communicate brand value. Connect with clients. Engage with prospects.

Simplicity’s STUDIO ONE assists agents and advisors in elevating their brand presence and delivering their unique value proposition with videos specifically produced for digital platforms.

STUDIO ONE is: 

  • A state-of-the-art audio and video studio.

  • Equipped with a teleprompter and lighting to enhance advisors’ videos.

  • Staffed with an experienced team of production and post-production experts to direct shoots and deliver high-quality videos sized for digital platforms, including websites and social media.

  • Accompanied by a content portal with hundreds of compliance-approved, customizable video scripts for advisor use.

Including video in email marketing can increase open rates by 6% according to Campaignmonitor.com.

87% of marketers say videos give them a positive return on investment according to Wyzowl. 

Practice Management and Business Consulting: Summit Advanced Management

Transforming great advisors into confident business owners.

Simplicity’s Business Consulting team partners with growth-minded advisors to develop a customized Enterprise Value Creation Plan to meet the advisor’s needs and help advance their business.

Simplicity Group Holdings - Independent Agents and Advisors

The process:

  • Discovers details about the advisor’s business.
  • Evaluates the efficiency of the advisor’s current business model.
  • Delivers a custom proposal, identifying areas needing attention in the short, medium, and long term, and offers solutions supported by Simplicity resources.
  • Organizes the advisor’s priorities into an execution timeline and establishes the right Simplicity team that will partner with the advisor to successfully execute the Enterprise Value Creation Plan.
  • Recommends and implements strategic initiatives that drive franchise value and preposition a successful succession plan.

To learn how Simplicity’s Summit Advanced Management can help advance your business, click here.

Advisor Educational Events

Establishing a process for consistent client acquisition is critical for every stage of your business growth.

Simplicity training events are designed to educate and activate change within agents’ and advisors’ businesses. Simplicity’s Advanced Sales Training is a proven, transferrable, component of sales success which guides advisors through six modules that are critical to business development. From lead generation to identifying growth opportunities through specialty programs, Simplicity Group has the tools to help agents and advisors succeed.

Advanced Sales Training

Advanced Sales Training – Harness the power of a proven sales process and learn how to:

  • Form Deeper Connections Through Storytelling

  • Perfect the First Appointment Process

  • Maximize Event Marketing ROI with Strategic Touchpoints

Simplicity University

Simplicity University® helps advisors strategically grow annuity sales and IUL sales with dedicated events that provide in-depth training on:

  • New and Leading Annuity Products
  • Field-Tested Sales Strategies and Resources
  • Marketing Programs Proven to Attract Motivated Annuity Buyers
Simplicity KaiZen MasterClass

Kai-Zen® Masterclass invites advisors to open new markets with Kai-Zen®, a leading life insurance solution for closing the retirement gap and creating generational wealth. Attendees at the Kai-Zen® Masterclass learn firsthand from industry experts on topics such as:

  • The Market Opportunity and Action Plan for Selling Kai-Zen®

  • A Proven Sales Process from Lead Generation to Client Acquisition

  • How to Automate The Underwriting Process with Ilia

  • Strategies for Overcoming Common Objections

Specialty Programs

Tax-Free Retirement

Advisors can become the subject matter expert on tax diversification in retirement by leveraging:

  • Syndicated Webinar or Self-Presented Workshop

  • Lead Generating Collateral

  • Ongoing Training and Support

  • And More

Simplicity University

Asset-Based LTC

Simplicity’s specialty, multi-media LTC program focuses on asset-based long-term care planning strategies by leveraging lead generation tools, surveys, educational workshops, and training opportunities.

Simplicity University

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