Amplify your practice.
While opportunities are greater today, the work is harder.
With Simplicity InsurMark’s Advisor Mentorship Program, you can get more out of your business and spend less time doing it.
Amplify Your Business
AMP cuts through the noise
In today’s crowded marketplace, financial advisors must find a way to differentiate themselves from the competition … or risk getting lost in the sea of sameness. Have you carved out a clear path to the top?
Simplicity InsurMark’s Advisor Mentorship Program (AMP) is a field-tested, field-proven set of processes, tools and resources that can assist you in your professional ascent. Our team of experts will help you identify key challenges in your practice and then value engineer a plan for turning them into opportunities for achieving your unique goals. If you’re willing to put in the work, the program can lead you to new levels of success.
Stop working in your business and start working on it. When you do, you’ll discover that work-life balance is not just possible but well within your reach.
Why AMP?
Set the tempo
In conducting business planning calls with top advisors throughout the country, we found that most admitting to desiring better time management and organization. They were also looking for external accountability for turning plans made into promises kept. Along the way, the Advisor Mentorship Program provides:
Ultimately, you’ll be able to operate like larger firms…but more efficiently and effectively.
A blueprint for success
Branding best practices
Technology advantages
Point-of-sale tools
Monthly tracking calls
Process implementation tips
A dedicated, trusted team
An exclusive top-agent network
AMP advisors grew annuity business with Simplicity InsurMark
Reflects year over year growth in annuity business placed through Simplicity InsurMark for advisors in the AMP program for that period.
2018
2020
2021
2019
2022
2023
2024
Meet your AMP team
Elliot Huddle
Advisor Development Consultant
elliot.huddle@simplicitygroup.com
713-808-8508
As a trusted consultant and partner to the advisors I serve, I provide practice management to help unlock my advisors’ full potential.
We specialize in business development for financial professionals who focus on retirement planning. We help scale financial advisors, registered reps and independent producers through a proven process. Some of the resources we provide include case design, proven marketing systems, training for you and your staff, and out of the box to stand out from the competition.
Through a proven successful process, we work to help advisors professionalize all phases of their business and focus on growth. One of our passions within our process is to help advisors refine their own process and attract clients instead of chasing them.
Sarah Knowles
Business Developer
sarah.knowles@simplicitygroup.com
713.808.8505
Dave Ray
Life Advisor Development Consultant
dave.ray@simplicitygroup.com
713.808.8542
Felicia Turner
Annuity Case Manager
felicia.turner@simplicitygroup.com
713-808-8573
Binh Nguyen
Life Case Design Specialist
binh.nguyen@simplicitygroup.com
713.808.8535
Maria Thibodeaux
Life Case Manager
maria.thibodeaux@simplicitygroup.com
713-808-8523
Learn more about how AMP can change your business trajectory, schedule a call with Elliot and request an introduction kit.