By Invitation Only
Advisor Growth Experience
September 10-12, 2025 I Minneapolis, MN
Join an elite group of growth-minded advisors for back-to-back high-impact training experiences designed to elevate your practice, attract higher-net-worth clients, and close more meaningful cases, all with the full support of Simplicity UFC.
ERIN BOTSFORD
The Quantum Leap: 2X Your Revenue
Wednesday, September 10 | 12PM–3PM CST
Led by Barron’s Top 100 Advisor Erin Botsford, CFP®, this exclusive masterclass reveals the 3 key strategies top advisors use to double revenue without doubling households.
-
How to attract and close $5M–$20M+ clients consistently
-
The Botsford Closing Method™ & One Meeting Power Close™
-
The exact language that gets HNW prospects to say “yes”
-
Why charging for financial planning is your next best move
UFC Will Sponsor Your Full $197 VIP Tuition, Workbook, Q&A + Replays and LIVE Access as She Dives Into:
JASON JENKINS
Mastering the Art of Human Connection
Thursday, September 11 | 8AM–5:30PM CST & Friday, September 12 | 8AM–10:30AM CST
This exclusive training is led by Jason Jenkins, Partner and Executive Vice President at Simplicity Group, where he coaches top financial advisors to grow faster by mastering both strategy and storytelling.
Agenda Highlights:
Thursday
8:00 AM: Foundation for Sales Success
10:00 AM: Storytelling & High-Trust Conversations
1:30 PM: Retirement Planning & First Appointment Mastery
6:00 PM: Hosted Cocktail Reception & Dinner
Friday
8:30 AM: Mastering the Second and Third Appointments
10:30 AM: Goal Setting & Final Takeaways
With over 20 years in the financial services industry, Jason brings a unique ability to:
-
Integrate estate planning, life insurance, and annuities into holistic plans
-
Empower advisors to tell a story that resonates and inspires action
-
Help advisors convert more seminar attendees into loyal clients
-
Build powerful appointment structures that lead to better outcomes
What's Covered:
This is an exclusive, invite-only event for financial advisors already partnered with Simplicity UFC. We’re proud to fully sponsor your tuition and hotel stay as a thank-you for your partnership, and more importantly, as an investment in the growth we know you’re capable of achieving.
We believe in your potential, and this training is designed to help you unlock it.
-
Full event access, tuition, and training materials
-
Networking dinner and cocktail reception
-
2 nights at the Hilton Minneapolis/Bloomington
Detailed Agenda:
September 10-12, 2025 I Minneapolis, MN
WEDNESDAY, SEPTEMBER 10 KICKOFF:
Quantum Leap Masterclass
11:00AM: Arrivals, Lunch at the Hilton Minneapolis/Bloomington Hotel
12:00 PM – 3:00 PM CST (Virtual – Group Viewing Environment)
Join fellow Simplicity UFC advisors in a curated group viewing experience
Start your training with a powerful insight during this live, interactive virtual event with Erin Botsford, CFP® – a Barron’s Top 100 Advisor who built her success by mastering how to attract, close, and retain high-net-worth clients.
You’ll be watching with like-minded advisors who are meeting with new prospects, running real appointments, and looking for the exact tools to convert more clients and maximize their marketing ROI.
6PM: Dinner Event
After a full day of training, unwind with fellow advisors during a private dinner at CoV, a local favorite. Enjoy meaningful conversations, share takeaways, and build relationships with top-performing peers. Transportation provided.
THURSDAY, SEPTEMBER 11 — SIMPLICITY AST TRAINING (Day 1)
Hilton Minneapolis/Bloomington
7:30 AM – 8:00 AM
Registration & Breakfast
8:00 AM – 10:00 AM
Module 1: Setting the Foundation for Sales Success
Module 2: Form Deeper Connections Through Storytelling
10:00 AM – 12:00 PM
Module 3: Master the Art of Conversation by Building a High-Trust Environment
Module 4: Refine Presentation Skills for Maximum Results
12:30 PM – 1:30 PM
Hosted Networking Lunch
1:30 PM – 3:30 PM
Module 5: Optimize the Principles of Retirement Planning
Module 6: Perfect the First Appointment Process
4:45 PM – 5:30 PM
Day 1 Wrap-Up and Open Q&A
6:00 PM – 6:30 PM
VIP Cocktail Reception
Network with Simplicity UFC leadership and fellow high-performing advisors
6:30 PM – 8:30 PM
Hosted Dinner at the Hilton
Unwind, connect, and share ideas with like-minded professionals
FRIDAY, SEPTEMBER 12 — SIMPLICITY AST TRAINING (Day 2)
Hilton Minneapolis/Bloomington
8:00 AM – 8:30 AM
Breakfast & Morning Welcome
8:30 AM – 10:30 AM
Module 7: Close the Deal at the Second and Third Appointments
Learn how to carry momentum forward and close confidently without pressure
10:30 AM – 12:00 PM
Goal Setting & Closing Comments
12:00 PM
Training Concludes – Departures & Individual Breakouts as Scheduled
We believe in your potential, and this training is designed to help you unlock it.
LET'S BUILD SOMETHING
BIGGER, TOGETHER.
800-661-6596 I marketing@ufc.bz
Advisor Use Only. Not to be distributed to the public. Copyright ©2025 Simplicity UFC