Process – Simplicity Glendale

A targeted approach to business success.

Simplicity’s Proprietary Process

Simplicity is redefining the way independent advisors advance their businesses through the development of Key Result Areas (KRAs), the essential growth functions of a financial practice.

Our proprietary development process will give you the opportunity
to intelligently weigh your business strengths, challenges, and budget against aggregated data to generate a custom strategy for reaching your professional objectives.

Stop wondering what to do next with your business.

DISCOVERY

Understand your current business.
Input your goals and KRA data surrounding the three central functions of your practice: Marketing, Sales Process, and Operations for a complete view of your current business state.

ANALYSIS

Evaluate your KRAs, goals, and budget.
Perform a quantitative analysis of your business’s KRAs against aggregated data to produce an output of verified strategies and projected results, based on your business targets.

STRATEGY

Create your strategy for success.
Identify and structure the resources, support, and training that will help you execute the marketing, sales, and operational strategies to reach your business targets.

EXECUTION

Take action.
Work closely with your Simplicity support team to initiate your KRA strategy.

REFINEMENT

Assess your results and adjust your strategy.
Evaluate and refine your KRA strategy to reach new business objectives and generate greater business value year-after-year.

Gain confidence knowing that you have an intelligent plan for your business and a choice partnership with Simplicity.

It’s built exclusively for you.

Your personalized KRA strategy will produce solutions for your business in the following areas:

LEARN MORE ABOUT SIMPLICITY’S KEY RESULT AREAS

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