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A Personal Concierge Support System

Your dedicated business coach to provide honest opinions and industry knowledge

Business Coaching for Financial Advisors, Simplicity San Diego

Unlike other companies, which spend more time recruiting new advisors than supporting their current ones, our unique approach focuses on providing our advisor partners with the complete support necessary to reach their ultimate potential.

While Simplicity has numerous divisions within its company, your dedicated Advisor Development Consultant (ADC) is always ready to help and will guide you in efficiently resolving any issues by connecting you to the best person who can provide the necessary support.


With a wide range of knowledge in the insurance industry, we are redefining what coaching and support look like in our industry. We value a holistic approach that keeps your client's best interest at the core of everything. Between our coaching capabilities and client-friendly resources, we can empower you with the confidence to discuss complex concepts and products with your clients to provide unparalleled service.

The Three Essential Areas of Field Support:

  Business Plan Development

A necessary component of a successful practice is to have a business plan. Your dedicated FSR will work with you and develop a business plan that focuses on setting a goal and working on how to achieve that goal such as your value proposition, market assumptions and closing ratios.

Throughout the year, you'll work with your FSR as they monitor progress and keep everyone accountable for their activities. There will be milestones along the way to review status and make any alterations to the plan if necessary.

By working with your FSR on developing a business plan, it gives you a clear path to success and outlines the steps needed to grow your business.

  Appointment Mentor

The appointment process could be quite literally the most important process of them all. How should you approach a prospect? What should the first appointment entail? How should you best approach the follow up?

FSRs are your appointment mentors. All throughout the process - whether it's before the appointment or in the appointment at that time - you can depend upon your FSR to be there to guide you along the way and help close the sale.

Regularly working with elite advisors, your FSR is trained on the precise tactics to help you with your appointment. Rely on them because they are your source for all of the product knowledge and industry news needed to further grow your life insurance and annuites business.

  Continual Training & Coaching

The key to sustaining a prosperous business is to stay educated and remain the expert in your field.

LifePro conducts events throughout the year on a broad range of concepts including college planning, tax free retirement, self-financed insurance and much more. Your FSR will inform you of all event opportunities that they see would be a good fit for you. 

View our upcoming trainings

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