Marketing for Financial Advisors | Simplicity San Diego

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Marketing

Create, Deliver and Communicate Your Value

effective techniques that will transform the way you connect WITH your best clients

Marketing for Financial Advisors, Simplicity San Diego

While other organizations have "marketers" who are nothing more than recruiters pitching products and get-rich-quick tactics, we believe products do not differentiate you or make a significant and lasting imprint on your community.

As an independent financial advisor, marketing should be a holistic approach that integrates communications with your target audience with electronic systems to streamline your sales process.

Our team of 350+ marketers helps you communicate the value of your services to families and works with information technology (IT) administrators, statistician masters, veteran graphic designers, and brand engagement specialists to design systems for determining your efforts' efficacy and ROI.

Highlights from the Marketing Division:

MyLifePro CRM System

Connect to your clients and prospects like never before with the insurance-focused CRM system entitled "MyLifePro".

In this platform exclusively created for LifePro advisors, you will be able to:

View all client's illustrations and policy info	Automated sales follow-up processes
Store all client information including birthdays	View all case reports
Notification of annual reviews	Track all new and old policies
Detailed reports on MarketPro email campaigns	And much more!

Featured Marketing Systems

The marketing division never stops creating marketing systems for our advisors. Review all of the marketing systems below and check back for continual updates on new programs and offerings:

MarketPro: Whether you have spent years producing campaigns or are new to the business, forget everything that you know about marketing. Rather than being in a pool with other financial professionals doing the same thing, we put the control in your hands; giving you the power to establish your own image and mold the way people perceive you.

SSI Maximization: Revolutionize your business and life as you target the quarter-million Americans who are turning 65 every month. Learn the precise language and proven sales approach that is generating average case sizes of $177,773 in annuity sales and $10,968 in life sales.

ReProject: Cold calling and prospecting typically leads to little or no result. People who have life insurance are often times neglected and possibly exposed to lapses. To inform those individuals who have already been sold on the need and simply require a review of their policy is one powerful tool for both you and the client.

RATE: The underwriting process has always seemed to be an unpleasant experience; declining applications and receiving poor ratings. LifePro has created a complete system that will turn this negative situation into a positive one.

Circle of Wealth: Each of us communicate in different ways and prefer that those who are sharing information with us do so in a way in which we can best understand. This is a very unique and powerful system designed to help you communicate with your clients on a much higher level than you have ever been able to in the past.

Sales, Education and Communications Collateral

With our licensed agreements with some of the most popular financial advisor marketing resources such as Forefield,you will have access to sales, education and client communication materials that will enable you to deliver current and concise resources to your clients.

Below are just some of the many marketing materials that are available to you:

Concept pieces	Presentations	Flyers
Brochures	FAQs	And much more!
Sales letters	Calculators

Click the button below to explore the opportunities the Marketing Division can provide for you!