As Advisors, we are all in this together

    Building your business can be a lonely experience. That’s why Planning Made Simple is much more than a weekly video series…it is a community of advisors just like you, who want to stand above the competition as a smart, modern financial advisor. All of the ideas shared on Planning Made Simple come from members within our study group.

    As a result of the inspiration, motivation and accountability of our members, the average advisor has grown their revenue 50% a year since joining.

    Apply today to join us and find the same results for yourself!

    Several ways to get involved

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    FREE when you join Planning Made Simple!

    reThink. rePlan. RETIRE!

    Traditional marketing is dead. What if everything you know about marketing and attracting new business is wrong? Now it’s time to reThink what you have been taught about building your business.  Learn how to rePlan for your clients and learn how I changed ONE simple aspect of my business and grew my revenue by over 350% in the last 3 years. Trust is a key to helping your clients RETIRE. You’ll learn how to build trust fast helping your clients find the success they want!

    Join Planning Made Simple Today!

    More from Planning Made Simple

    A New Video Delivered Every Week


    Do you show client recommendations that don’t work?


    Several ways to get involved

    Planning Made Simple Includes:

    FREE when you join Planning Made Simple!

    reThink. rePlan. RETIRE!

    Traditional marketing is dead. What if everything you know about marketing and attracting new business is wrong? Now it’s time to reThink what you have been taught about building your business.  Learn how to rePlan for your clients and learn how I changed ONE simple aspect of my business and grew my revenue by over 350% in the last 3 years. Trust is a key to helping your clients RETIRE. You’ll learn how to build trust fast helping your clients find the success they want!

    Join Planning Made Simple Today!

    Do diversification charts actually help your clients make decisions?


    Several ways to get involved

    Planning Made Simple Includes:

    FREE when you join Planning Made Simple!

    reThink. rePlan. RETIRE!

    Traditional marketing is dead. What if everything you know about marketing and attracting new business is wrong? Now it’s time to reThink what you have been taught about building your business.  Learn how to rePlan for your clients and learn how I changed ONE simple aspect of my business and grew my revenue by over 350% in the last 3 years. Trust is a key to helping your clients RETIRE. You’ll learn how to build trust fast helping your clients find the success they want!

    Join Planning Made Simple Today!

    Perspective can change your life. With the help of our members, we do our best to find a fresh perspective to help us all grow our businesses.

    Join the Discussion

    This business is tough and if we are all honest, having someone who walks and talks like we do can be vital to our success. We discuss every aspect of being an advisor and running a financial practice. Below are the typical hot topics:


    • Marketing
    • Operations
    • Employee Problems
    • Closing Business
    • Advisor Tools (Software, CRM, etc.)
    • Business Efficiency

    The average advisor in our group has been able to reduce their marketing budget by 67% while increasing revenue by 50%.

    Your Recipe for Success

    Each Planning Made Simple video covers a broad variety of topics that can all fall into one of three areas, which are the essential to realizing true success.

    If you follow these three simple rules, you will find a tremendous amount of success like all of our other members. It is that success that will inspire all of us to grow even more.

    Author, Speaker, Innovator, Coach

    Meet Paul Durso


    Paul Durso is the author of several books and an innovator in retirement income planning.

    He has spent more than two decades perfecting Simplicitree, an interactive planning tool that is transforming how advisors and clients connect.

    Most recently, Paul has turned his attention to building Planning Made Simple; a national network of financial advisors that empowers members to grow their client base without spending money on marketing.

    Paul Durso - Simplicitree

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    Invite Your Clients into an Interactive Planning Experience with Simplicitree

    Most financial software tools are bulky, cumbersome and hard to explain.

    Simplicitree is an easy-to-use tool that not only will help you close business, but helps you save time and money too.

    If your current planning tool is not helping you grow your business, give Simplicitree a try for 30 days. We are biased, so what we have to say doesn’t really matter. Try it out for yourself.

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    In addition to all of the resources provided by Planning Made Simple,
    sign up today and receive reThink. rePlan. RETIRE! absolutely free.

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