Financial advisors can publish constantly and still struggle to turn attention into trust. A clearer approach starts with being useful, […]
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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.
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
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.
MEET YOUR AMP TEAM
Scott Smith
Advisor Development Consultant
scott.smith@simplicitygroup.com
714-439-3464
I started wholesaling in 1995 after graduating with a Bachelor of Science in business management from California Polytechnic University in San Luis Obispo, California.
Since then, I’ve held positions at several large life insurance and mutual fund companies. Throughout my career, I’ve served various channels and roles, including regional vice president, regional sales manager, and annuity wholesaler. My deep knowledge of the annuity product distribution channel makes me a valuable resource to financial and insurance professionals.
Joining Simplicity InsurMark in 2026 as an Advisor Development Consultant presented a new opportunity to help financial and insurance professionals grow their businesses by providing guidance and support in branding, digital presence, lead generation, database nurturing and analytics, and practice management.
Today, I reside in Huntington Beach, California, where you can often find me enjoying the beach and surfing.
Claire Baker
Business Developer
Courtnie Heggelund
Advisor Services Specialist
Maria Thibodeaux
Life Case Manager
Learn more about how AMP can change your business trajectory.
Join today to experience the camaraderie of this exclusive advisor network.
