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Ascend.

A course that offers you conversations that matter.|information you can trust.|honest guidance from professionals.|positive community engagement.|education for all skill levels.

Results You Can Expect.

What you will achieve

A deep dive into a course that gives an effortless transition from the traditional selling model as an advisor.

  • Have your ideal client personally introduced to you each month by a CPA.
  • Transition from selling to having your prospects ask YOU to become a client.
  • Have more TIME with family and PROFIT in your pocket without blowing money on marketing.

Transform Your Advisory Business.

Unlock Qualified Leads and Accelerate Growth

Get steps that guide you through the process from start to finish. This program is designed for advisors :-

  • Who are frustrated they are not getting in front of enough qualified prospects.
  • Who are looking for a proven plug-n-play system that gets results so they don’t have to recreate the wheel.
  • who feel bogged down by everyday tasks that are getting in the way of taking your business to the next level
    .

Strategy and Clarification.

One-on-one coaching calls

You will be able to 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.

Here’s what our members are saying.

Not your average courses or conversations. Planning Made Simple is not only easy to use but easy to understand. Both my wife and I appreciate knowing this community isn’t like other social media and the information we learn here is taught by some of the top professionals in their field. This platform is worth joining.

John and Brenda Orlando
Retired Investor & Spouse - Minneapolis, MN

The courses are perfect for my level of attention.  I can dig deeper on topics I care about, or ask community members for feedback on where to start learning next.  Planning Made Simple feels like the piece I was missing to really skyrocket my retirement planning. #worthit

Bill Dunnham
Independenet Investor - San Diego, CA

Planning Made Simple changed the course of my investing. As a newer investor and a retiree, I was looking for ways to better understand my investments and how I can ensure they’ll benefit my family after I’m gone. Not only did the courses help educate me, but my fellow investors were there to answer questions and helped to guide me through my investment… Read More

Janes Weiss
Retiree & Independenet Investor - Charlotte, NC

Planning Made Simple changed the course of my investing. As a newer investor and a retiree, I was looking for ways to better understand my investments and how I can ensure they’ll benefit my family after I’m gone. Not only did the courses help educate me, but my fellow investors were there to answer questions and helped to guide me through my investment process. 

I cannot recommend Planning Made Simple enough.



Janes Weiss
Retiree & Independenet Investor
Charlotte, NC

If you’re thinking about joining Planning Made Simple, I cannot recommend it enough. As an investor with years of experience I enjoy the discussion I have with other investors on the platform. Staying up to date with trends in the industry and sharing tips on investments as well as retirement plans.

Robert Bishop
Non-licensed Investor - North Carolina

Planning Made Simple

Invest in yourself.

100% RISK FREE and for a Limited time

$ 1,800


How long do I have access to the course For?

What if I'm unhappy with the course?

Does this system require that I sell annuities?

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

Who is best suited for this program?

Will this system help me overcome my objections?


Planning Made Simple

Still have questions?

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