Randy Yost

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.

Randy Yost

Senior VP, 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 109: Building Authority in the AI Age: Authentic Content, Gen X Wealth, and the Modern Advisor

Standing out today takes more than showing up. It requires clarity, consistency, and a message that actually connects. Are you […]

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

Senior VP, Advisor Development Consultant

randy.yost@simplicitygroup.com
713-973-7575

For over 20 years, I’ve been working daily to help financial advisors achieve their goal of upward profitability. Always trying to get better, I’ve honed my product knowledge and advanced case design strategies to help my advisors make smart confident decisions using a technology and data driven approach that is also human centric, so you never have to go it alone. As a trusted consultant I will help you unlock your full potential through a time-tested proven process focused on case design for clients, proven marketing systems to help you attract your ideal clients, as well as helping you to scale your business to monetize your life’s work. I am fully committed to partnering with the advisors I serve.

I have had the privilege and honor of serving some of the industry’s top advisors and assisting them with marketing, sales, and business-operations support. I best served advisors looking to double their income and take more time off, seeking a work-optional lifestyle. As your Advisor Development Consultant, I specialize in helping ambitious annuity, life, and wealth advisors build more successful and sustainable 21st century retirement income businesses.

Top financial professionals who are looking for fresh ideas and predictable results that ultimately allow them to professionalize every aspect of their business with a process driven approach. If you’re committed to enhancing your practice without sacrificing your level of client service, contact me for strategies and solutions that can deliver on their promises.

With my support and knowledge, advisors can grow their business, increase their income, and lower overhead through proven, time-tested processes, marketing programs, tools, and resources. By recognizing smart opportunities and taking steps to capitalize on them, you can increase your margins while enhancing your relationships with confidence.