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Meet Paul Durso


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Simplicitree Plan


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Create a Plan with Your Client

Turn a prospect into a client within an hour with interactive real-time planning. Simplicitree allows you to plan together with your prospect eliminating the need of a sales presentation.

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In a few clicks you can create plans that definitively show how your advice will benefit the client. You’ll win clients faster, increase your close rate and gain more assets.

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When a prospect interacts with their Simplicitree plan, they take ownership and when they take ownership, you make clients. It’s time you stop presenting and start planning!

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How We’ve Helped


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