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.
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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
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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.
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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?
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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.
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:
Simplicitree.
Collaborate with Your Clients in Real-Time
Simplicitree is not just another financial planning tool—it's a revolutionary way to engage with your clients. Designed for true collaboration, this interactive platform allows your clients to see exactly what you see. Together, you can explore the good, the bad, and the best options for their financial future.
No more one-sided planning sessions; with Simplicitree, you and your clients are partners in crafting the perfect plan. Imagine the trust and loyalty you'll build when your clients feel genuinely involved in their financial decisions.
Advisors Ascend™ Ongoing Access.
Continuous Learning and Community
The journey to greatness doesn't end with a single course or tool. With Advisors Ascend™ Ongoing Access, you'll have monthly access to micro-courses designed to keep you at the cutting edge of the industry.
Join live, interactive Simplicitree meetings, access past recordings at your convenience, participate in monthly group coaching, and stay connected with a community of like-minded advisors. This is your chance to grow continuously, staying ahead of the curve and maintaining the momentum you need to thrive.
Freedom Assessment.
Connect with Clients on a Deeper Level
Every advisor seeks to build meaningful relationships with their clients, but few have the tools to do so effectively. The Freedom Assessment changes that. This unique tool helps you connect with clients in ways you never have before by scoring them on the four freedoms: Income, Time, Choice, and Purpose.
By understanding what truly drives your clients, you can tailor your advice to align with their deepest values and aspirations. This is more than just financial planning—it's life planning.
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.
Still not convinced?
Get an exclusive look at the tools, resources, and community that will elevate your journey. Watch this video to see exactly what’s waiting for you inside Advisor's Ascend™.
Get started Today
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.
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.
You've got questions
We've got answers.
If you have questions about this course, check out these frequently asked questions (with answers.)
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?