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.

Robert Rickard
Senior Advisor Development Consultant

Let’s Talk!

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.

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

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.

See for yourself how AMP is changing practices and lives.

Resource Library

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.

100%

2018

23%

2020

24%

2021

25%

2019

34%

2022

2023

48%

2024

Meet your AMP team

Robert Rickard

VP, Senior Advisor Development Consultant

robert.rickard@simplicitygroup.com
713-808-8539

I have over four decades in sales and marketing within the securities, real estate and insurance industries. As a senior executive with a Fortune 500 company, managing partner of my own investment firm, past school board president and member of multiple boards, my track record and affiliations demonstrate a high level of professionalism, as well as providing advisors with unique viewpoints to every situation that might arise in the growth of your practice.

My years in senior management with a national independent marketing organization give me firsthand knowledge of the obstacles a producer encounters, as well as the steps to take in moving beyond them. My dedication to service is what sets me apart from other marketers. Accessibility, enthusiasm, and personalized service are my trademarks.

If you are an independent advisor establishing a practice based on integrity, leadership, and growth, then a relationship with Simplicity InsurMark and my team should be on your immediate “to do” list. We are dedicated to you, the independent advisor, and everything we do is committed to making sure you have the resources and support necessary to provide the very best solutions to you, your clients, and your practice.

Are you ready to catapult your business to the next level—and beyond? Then I invite you to meet our team and customize a growth plan suited especially to you.

At Simplicity InsurMark, it’s about people, it’s about relationships and it’s about the long-term. Give me a call, let’s learn more about each other and see if there is a reason for us to do business together soon.