Kevin Krause

Inquirer
DISC Type : cd

Advisor Development Consultant at Simplicity Group

Los Angeles, California, United States

Overview

Kevin is an Advisor Development Consultant at Simplicity Group, where he helps fiduciaries with complex financial planning for high-net-worth clients. He specializes in training advisors on advanced wealth management and insurance strategies, holding both Series 63 and 65 certifications.

Outside of his professional life, Kevin is a dedicated husband and father. He maintains a disciplined personal routine that includes early morning exercise, values hiring a personal trainer, and considers taking his wife on dates to be money well spent.

Unique fact: Kevin is fascinated by the trend of decentralized finance and holds a conviction that aliens exist, a belief he notes most people dont share.

Personality Overview

Upfront

Judgemental

Demanding

They care equally about the product and its potential impact.  They can be nudged to make faster decisions by offering what they value. They focus on objectivity in a pitch and pay little attention to bells and whistles.

Topics They Care About

Advanced Wealth Planning
He focuses on sophisticated strategies for clients with estates valued up to $500M+, including premium financing and specialized tax planning techniques.
Advisor Development
His role centers on training and developing insurance producers and investment advisors, equipping them with resources to grow their practices.
Decentralized Finance
In an interview, he stated that he is very excited about the trend of de-centralized finance, showing a keen interest in emerging financial technologies.

Media Appearances

Kevin has no verified media appearances

Work History

3-2026
Advisor Development Consultant at Simplicity Group
1-2024 - 3-2026
Advanced Markets | Marketing Manager at BackNine Insurance and Financial Services, Inc.
1-2024 - 3-2026
Brokerage Director at BackNine Insurance and Financial Services, Inc.
1-2023 - 1-2024
Chief Operating Officer at Simonds Recovery Center
8-2022 - 1-2024
Financial Advisor | Field Director at Northwestern Mutual

Education

Sports & Entertainment from University of the Pacific - McGeorge School of Law
2011 - 2015
Bachelor of Science - BS from Arizona State University

More Information

Social Presence :

Prographics :

Exp : 6 Location : Los Angeles, California, United States Job Level : Middle Designation : Advisor Development Consultant at Simplicity Group
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Insights For Selling To Kevin

During A Call Or A Meeting

DO's

  • Highlight the competitive differentiation of your product
  • Make sure that they have the necessary authority, they could present false stature sometimes
  • Stress on the business value that your product offers

DONT's

  • Refrain from asking too many questions
  • Don’t expect them to change their mind quickly if they say no once
  • Do not give up if they are not convinced, try again with a different approach

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kevin is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from Kevin

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

    How fast (or slow) will Kevin move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Kevin take some risk or not?

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And Kevin

Personality Compatibility


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