David Cohen

Advisor Mentorship Program

from Simplicity InsurMark

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.

David Cohen

Advisor Development Consultant

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

Advisor Mentorship Podcast

Proven Systems & Processes for the 21st Century Advisor

Check out the latest episode of the Advisor Mentorship Podcast

Episode 111: Building Leadership Habits That Turn Vision Into Results with David Butler

Many advisors rely on instinct to run their business. But what happens when you replace guesswork with real numbers? Understanding […]

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.

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2024

MEET YOUR AMP TEAM

Advisor Development Consultant

david.cohen@simplicitygroup.com
713-808-8533

With 25 years of experience in the financial services industry, I have developed deep expertise across both retail and B2B sectors. My extensive background includes helping clients navigate complex financial decisions, providing tailored solutions to meet their unique needs, and mentoring other professionals in the field.

Over the years, I’ve built a reputation for delivering strategic insights, fostering lasting client relationships, and driving growth. My passion for financial education and development is at the core of everything I do, ensuring clients and advisors alike can achieve their goals.