Complete Financial Advisory System
To Market & Grow Your Business!

The most comprehensive financial advisory system available that will transform your business …or your money back!

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 asset 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 early enough!
Kevin
Financial Advisor

What's Included?

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
The planning made simple methodology has not only made planning more enjoyable, but it has helped me close business that I have never been able to close before. Now that I have learned the right way to do financial planning, I can’t imagine doing it any other way
Todd
Financial Advisor

The Planning Made Simple Outline

The most comprehensive financial advisory system available that will transform your business …or your money back!

  • 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
When you are working towards the best interests of clients, it is imperative to constantly improve. In a world where change is both constant and rapid, nobody can have infinite knowledge and stay up-to-date on everything. The Planning Made Simple study group allows advisors to collaborate with one another, share best practices, and see different fact patterns. The system is a virtuous feedback loop for advisors to take back to clients to improve their lives. Best of all, we are doing this within the context of income planning, which surveys show is consistently at top of mind for retirees.
Ashok
Financial Advisor

Invest In Yourself Risk-Free:

This program is soon going to be $5,000 (and worth a lot more), but for the initial financial advisors we are giving an Introductory price!

Only $1,499 RISK FREE

for a limited time AND limited number of advisors!
$ 1499
  • 30+ training videos about: Practice Management, Marketing, Prospects & Clients, Planning and Investment Strategies
  • 1-on-1 Coaching Call with Paul Durso - strategy and clarification
  • Model for turning a CPA into a referral relationship
  • Proven model to grow your AUM in down markets without the fear of losing clients
  • Templates for marketing, newsletters, event/seminar invites
  • 70+ PowerPoints for Seminars, events & college classes plus invites
  • Easy to use annual excel budgeting tool
  • Ability to Attend in-person Planning Made Simple Study Group with other high performing financial advisors
  • Access to Simplicitree Software for financial planning

Meet Your Host

Paul Durso

Planning Made Simple President

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 PMS once I pay the $1500 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 hello@planningmadesimple.com