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Welcome to Advisors
Ascend.

Transform Your Practice. | Elevate Your Client Experience. | Become Unstoppable.

Understanding Your Challenges.

We've Been There

As a financial advisor, you're no stranger to the constant demands and pressures of your profession. The market's volatility, ever-changing regulations, and the need to consistently bring in new clients can make every day feel like an uphill battle. You strive to offer tailored advice, build trust, and deliver exceptional service, all while juggling countless administrative tasks and trying to differentiate yourself in a crowded marketplace.

Here is the Reality you face.


  • Client Expectations Are Higher Than Ever

    Clients today are more informed and expect a level of transparency, engagement, and personalized service that goes beyond traditional financial planning. They want to feel like they are part of the process, not just receiving advice from a distance

  • Balancing Client Work with Business Growth

    You’re not just an advisor; you’re running a business. Finding the time to grow your practice while providing top-notch service to existing clients can feel like an impossible task.

  • Standing Out in a Crowded Market

    You know you’re good at what you do, but so do many other advisors. How do you communicate your unique value and expertise in a way that makes you the obvious choice?

  • Managing Stress and Avoiding Burnout

    The demands of your role can take a toll on your well-being. Balancing professional responsibilities with personal life and staying ahead in a fast-paced industry is no easy feat.

We Get It.

At Planning Made Simple, we’ve seen these challenges firsthand

We understand the pressure you're under and the desire to excel in every aspect of your work. That’s why we created Advisors Ascend—to provide the tools, support, and community you need to not only meet these challenges but to turn them into opportunities for growth and success. Our goal is to help you elevate your client experience, streamline your practice, and, most importantly, reignite your passion for what you do.

Step into success.

As a financial advisor, you know what it takes to succeed: drive, determination, and a relentless pursuit of excellence. You’ve built your career on being the best, and now it's time to take your practice to new heights.

Welcome to Advisors Ascend—a revolutionary program designed to empower you to deliver unparalleled client experiences and elevate your business to extraordinary levels.


Why Advisors Ascend.

In a world where client satisfaction is paramount, you need more than just knowledge—you need a strategy that puts your clients at the heart of everything you do. Advisors Ascend is your guide to mastering the art of client-centric service, ensuring that every interaction leaves your clients feeling valued, appreciated, and eager to refer you to their circle.

What You Get.

Cutting-Edge Software.

Utilize state-of-the-art tools to streamline your processes and enhance client interactions.

Weekly Group Coaching.

Learn from industry leaders who understand the nuances of creating memorable client experiences.

Comprehensive Training.

Join a community of like-minded professionals in weekly sessions that keep you accountable and inspired.

One-on-One Coaching.

For those who seek personalized guidance, opt for our one-on-one coaching and accountability program to tailor your journey to your unique goals.

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Your Path to Greatness.

In your journey as a financial advisor, you've always strived to be the best—to serve your clients with unparalleled dedication and expertise. But what if you could take your practice to an entirely new level? Advisors Ascend is your path to greatness, offering you the tools and support to elevate your client experience and grow your business like never before. Here's how you can transform your practice with our suite of powerful tools:

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Your All In one Solution

The Complete Advisors Ascend Program .


Ready to fully commit to your path to greatness? The Advisors Ascend Program offers everything you need to transform your practice for just $1888.

This comprehensive package includes two months of full access to Simplicitree , Advisors Ascend Ongoing Access, and the Freedom Assessment. Plus, during your initial sign-up, you can lock in ongoing access to all these incredible tools for far less monthly with this initial limited-time offer designed to set you up for long-term success.

Missed the initial sign-up? Don't worry. You can still access all the tools and resources individually, but the value of the package is unparalleled.

Become the Hero of Your Own Story.


Every great story has a hero, and in the story of your career, that hero is you. The Advisors Ascend Program is here to equip you with everything you need to lead your clients to financial freedom, build a thriving practice, and become the advisor everyone talks about.

The value you'll bring to your clients—and the growth you'll see in your business—far exceeds the cost. It's time to take the next step on your path to greatness. Join Advisors Ascend today and start your transformation.

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Join the Revolution.


Advisors Ascend is not just a program; it’s a movement towards a client-first mentality that sets you apart from the rest. It’s your time to shine, to become the hero in your clients’ stories, and to build a legacy of excellence.

Planning Made Simple

Are You Ready to Ascend?.

Step into the world of Advisors Ascend and experience a transformation like never before. Your journey to greatness begins here. Join us today and become the advisor who changes lives, one exceptional client experience at a time.

Register for Advisors Ascend


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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