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Complete Financial Advisory System
To Market & Grow Your Business!

Learn how to transform your business by getting in front of the ideal prospects that will ask YOU to become a client.

…100% Risk Free!

Click Here To Get Started!

Results YOU Can Expect!

  1. Have your ideal client personally introduced to you each month by a CPA

  2. Transition from selling to having your prospects ask YOU to become a client.

  3. Have more TIME with family and PROFIT in your pocket without blowing money on marketing.

Here's what other members are saying...

The techniques I have learned studying alongside of Paul have changed my practice. Not only have I tripled my assets under management over the last three years, but I am working far less than at any other point in my career. The only regret I have is not finding this system sooner!
Kevin
Financial Advisor

What's Included?

  • Planning Made Simple Master Class:
    45+ training videos about: Practice Management, Marketing, Prospects & Clients, Planning and Investment Strategies
  • 1-on-1 Coaching Calls:
    Strategize and Gain Clarification with a certified planning coach
  • CPA Marketing System:
    11 Steps guiding you through the process from start to finish
  • Peer Study Group Invite:
    Attend in-person Planning Made Simple Study Group with other high performing financial advisors​

Also Included

  • Templates for marketing, newsletters, event/seminar mailers
  • Powerpoints for Seminars, events & college classes
  • 30 Days Free Access to Simplicitree: Software for Financial Planning
  • Proven model to grow your AUM in down markets without the fear of losing clients
  • Budgeting excel document
Click Here To Get Started!

This is meant for..

  1. Advisors who are frustrated they are not getting in front of enough qualified prospects

     

  2. Advisors who are looking for a proven plug-n-play system that gets results so they don’t have to recreate the wheel

     

  3. Advisors who feel bogged down by everyday tasks that are getting in the way of taking your business to the next level
Click Here To Get Started!
Planning Made Simple Master Class

The Course Outline

45+ course lessons that take you step by step on how to grow your business and create referrals without spending money on marketing

  • What is the better model: RIA or BD
  • How to set Goals you will achieve
  • How to create a budget for profit you will follow
  • How to set up your office to condition prospects to become clients
  • How to hire staff you’ll never fire
  • How to manage staff with no stress
  • The most effective CRM for financial advisors
  • How to exponentially increase your efficiency by going digital
  • Why successful advisors don’t chase shiny things
  • Why mailer marketing is dead
  • Build credibility while marketing with Radio & Podcasting
  • How to 10x your referrals with CPAs
  • How to build a consistent stream of prospects with Client events
  • Stop selling prospects and start educating them
  • The most effective way to communicate with clients
  • Learn how to get a 75% open rate on your Newsletter
  • How to create raving fans to get more referrals
  • How to get prospects to take ownership of their Simplicitree Plan
  • How the psychology of colors can help you grow your business
  • A 30 second illustration to help clients understand diversification
  • How to communicate visually and analytically at the same time
  • The power of Kinesthetic learning
  • How increase your authority with powerless communication
  • Why you should stop preparing for meetings
  • How to get prospects to connect the dots between your recommendations and their needs
  • How to quickly educate ideas through prospects life experiences
  • How to find predictable income in a down market without using annuities
  • Learn the compelling truth behind dividend income
  • Why product selling is dead and story selling is alive and well
  • How to talk taxes and gain more revenue
  • Why showing bad investment strategies builds trust
1-on-1 Coaching Call

Strategy and Clarification

Schedule insightful coaching calls with Paul Durso and other certified coaches to help you grow your business.

  • Put What You've Learned in This Class Into Practice
  • Get Answers to Specific Questions that Relate to Your Practice
  • Validate Your Business Decisions with A One-On-One Mentor Conversation
Simplicitree

Simplified Financial Planning

30 Days Free Access to Simplicitree.  An investment and Income planning tool that allows you to plan with your clients instead of presenting to them.

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Showcase Your Value

Your value as an advisor should shine the brightest when you’re doing your job and that’s the very part you are hiding from your prospects and clients. Because you are doing it all alone; in between meetings; while your prospects and clients are back at their homes. 

Simplicitree was designed to change that, to get your prospects and clients involved in the planning process and see first hand the value you bring as an advisor. 

If your planning software doesn’t prove your value, Simplicitree will.

Planning Is the Foundation of Your Success.

Study Group

The Importance of Peers

Attend in-person Planning Made Simple Study Group with other high performing financial advisors​ to collaborate and improve your business.  

Collaborating with other successful advisors in a relaxed environment has had a huge impact on how I market and grow my business. This group of people has profoundly changed my life!
Niki
Financial Advisor
Just like we all meet families with a variety of financial backgrounds, my study group peers offer many different problem solving perspectives that help me address a client's needs. Bringing a problem to the study group and receiving feedback from their experiences has helped me become a better financial advisor.
Charlie
Investment Advisor Representative

Invest In Yourself

This program is soon going to be $4,995, but for the initial financial advisors we are giving an Introductory price!

100% RISK FREE

for a limited time AND limited number of advisors!
$ 4,995
  • Planning Made Simple Master Class: 45+ training videos about: Practice Management, Marketing, Prospects & Clients, Planning and Investment Strategies
  • 1-on-1 Coaching Calls: Strategize and Gain Clarification with a certified planning coach
  • 30 Days Free Access to Simplicitree: Software for Financial Planning
  • CPA Marketing System: 11 Steps guiding you through the process from start to finish
  • Peer Study Group Invite: Attend in-person Planning Made Simple Study Group with other high performing financial advisors​
  • Templates for marketing, newsletters, event/seminar mailers
  • 70+ PowerPoints for Seminars, events & college classes plus invites
  • Powerpoints for Seminars, events & college classes
  • Proven model to grow your AUM in down markets without the fear of losing clients
  • Budgeting excel document
Click Here To Get Started
100% money back if you don’t believe this service is truly helpful after 30 days! Just email us, no questions asked!

Meet Your Host

Paul Durso

Founder of Planning Made Simple

Early in my career, I just wanted to serve clients and grow my boutique practice. As a result of the systems and planning solutions I created, my firm grew rapidly and other advisors took notice. Today I do more coaching with advisors helping them make their business more profitable than I do planning with my own clients. 

Achievements:

  • From 2004 – 2016 I sold over $500 Million of annuity and life insurance products
  • When I created my RIA I went from $0 – $100 Million in just 3 years
  • Doubled my revenues over the last 3 years in a row!
  • Advisors which use the Planning Made Simple system grow their business at 50%/year on average!

FAQ's

How long do I have access to the course for?

How does forever sound? After enrolling, you have unlimited access to this course for as long as you like – across any and all devices you own.

What if I'm unhappy with the course?

I’ve spent years building up trust with my community and I’m not about to jeopardize this relationship. If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund – NO QUESTIONS ASKED.

Does this system require that I sell annuities?

Absolutely not. Actually, you can sell anything you want. This system does not dictate investment strategies, however you will learn certain strategies work better than others.

What if I can't attend the coaching call at the specific time?

No problem, we will do our best to work out the best date and time for both of us.

Who is best suited for this program?

Any advisor who: Wants to grow their business. Doesn’t have a proven marketing and selling system. Wants to be the go-to source for financial planning in their area.

Will this system help me overcome objections?

YES! In the words of Mr Miyagi (Karate Kid) “If done right, no one can defend”. You will be amazed at how little roadblocks will even be an issue once you become a black belt in this system.

What makes this system better than all other advisor systems?

In a word, Simplicity. After decades in this business, I’ve tried it all and been around other advisors who have done it all as well. We’ve taken ONLY what truly works and that has proven to be extremely successful and created Planning Made Simple.

Will this change how I plan for my clients?

Absolutely! Once implemented our advisors couldn’t do business any other way. Personally, if you took this planning method away from me, I wouldn’t be able to do my job.

How does this system help me get referrals?

A long time ago someone once told me that someone was already working with my ideal client, you just need to meet them. Planning Made Simple will teach you how to build relationships with CPAs. These are the centers of influence who are already doing business with your ideal client.

How much profit should I expect once I use this system?

The average advisor net profit is 50%+!

How much does Simplicitree cost?

Simplicitree is $149 per month and you can cancel at any time.

After implementing this system, how much new AUM have your advisors gathered?

The average advisor who has implemented this entire system typically doubles their AUM every two years. Although results vary

How do you join a study group and what does it cost?

Once you go through the training, you will have the ability to sign up to attend a study group. We do not charge to attend a study group, but there is a food cost as we tend to eat very well!. Please note that you are responsible for your own travel and hotel stay.

How long is the Simplicitree subscription?

The simplicitree® software is a month-to-month subscription that you can cancel at any time. When you purchase the planning made simple for advisors system, you get a 30-day free trial.

Are there any other costs associated with Planning Made Simple once I pay to get started?

The simple answer to this question is no, but if you want to use Simplicitree or attend study groups – there will be additional costs. Simplicitree is $149 a month (cancel at any time) and the only costs for the study group (outside of your travel and stay) is food. Though the study groups are focused around learning and fine tuning your practice, we do eat very well and have some fun at night.

have another question?

Get in touch [email protected]