Where Financial Advisors and Investors
Thrive Together.
Transform Your Practice. | Elevate Your Client Experience. | Grow with Us.
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Transform Your Practice. Elevate Your Client Experience. Grow with Us.
At Planning Made Simple, we believe in the power of connection. Our mission is to cultivate educated investors and connect them with top-tier, certified financial advisors who can guide them to financial success. As an advisor, you understand the importance of building trust, delivering exceptional experiences, and growing your practice. Now, imagine having a platform that not only elevates your expertise but also connects you with informed clients eager to work with someone like you.
Introducing Advisors Ascend™.
Transform Your Practice. Elevate Your Client Experience. Grow with Us.
Advisors Ascend™ is more than just a program—it's a movement designed to help financial advisors like you become unstoppable. We know you’re driven, determined, and always striving for excellence. Our program is here to amplify those qualities, empowering you to deliver unparalleled client experiences and take your business to extraordinary levels.
Why Advisors Ascend™.
In today’s competitive landscape, client satisfaction is your differentiator. To stand out, you need more than just knowledge—you need a strategy that puts your clients at the heart of everything you do. That’s where Advisors Ascend comes in. Our program guides you to master the art of client-centric experiences, ensuring that every interaction leaves your clients feeling valued, appreciated, and eager to refer you.
What You'll Gain.
Cutting-Edge Tools.
Leverage our state-of-the-art software to streamline your processes and enhance every client interaction.
Expert Training.
Learn from industry leaders who know what it takes to create unforgettable client experiences.
Community & Accountability.
Join weekly group coaching sessions with like-minded professionals who will keep you motivated and inspired.
Personalized Support.
For those who want to take their practice to the next level, our one-on-one coaching offers tailored guidance to help you achieve your unique goals.
Your Hero’s Journey Starts Here.
Envision yourself as the hero in your own story—a financial advisor who not only meets but exceeds client expectations. With Advisors Ascend™, you are equipped with the tools, knowledge, and support to transform your practice. You’ll become the trusted advisor clients rave about, the expert they recommend, and the beacon of excellence others aspire to follow.
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™ 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.
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.
Why Partner with Planning Made Simple?
As part of our commitment to fostering the growth of both advisors and investors, Planning Made Simple offers a unique platform that not only promotes financial education but also connects investors with certified, vetted advisors like you. By joining us, you’ll be part of a community dedicated to excellence, where your growth is our priority.
