Why This Matters.
Most advisors run faster in the rat race—yet still feel stuck, burned out, and underpaid. What if the secret to winning isn’t running faster but evolving? Our System will empower you to gain all 4 freedoms;
- Freedom of Time : Escape busywork with streamlined workflows.
- Freedom of Choice : Have the ability to choose which clients to work with and how.
- Freedom of Purpose: Have a fulfilling career experience; impact led, not just assets.
- Freedom of Income: Grow revenue, guarantee targets and client lifetime value.
(Only available for a limited time!)
What You Gain.
Proven Frameworks from Day One.
Skip the guesswork—leverage Paul’s time-tested methods (22+ modules of Advisors Ascend + Advisors Master Class) to transform your practice immediately.
Unbeatable Client Engagement.
Master Simplicitree with immersive RPG exercises and our Engagement Analytics Dashboard to deepen relationships and boost satisfaction.
High-Impact Referral System.
Learn how to build and strengthen CPA partnerships using scripts, blueprints, and the CPA Referral Alliance’s 13-module blueprint—unlocking a steady stream of quality referrals.
What You’ll Experience.
Real‑World Transformation.
- Be in the Room : On demand interactive sessions with Tier 1 advisors.
- Deep, Candid Conversations : Rethink your strategy with real world guidance.
- Crawl, Walk, Run, Drive : A proven evolution framework—no more one‑size‑fits‑all.
Proven Frameworks, Systems & Tools.
- 8-Step Client Experience Playbook : Build raving fans who refer.
- Proprietary Software Access : 1 month free—manage proposals, track satisfaction, automate follow-ups.
- Cheat Sheets & Playbooks : Instant, actionable scripts and checklists.
Elevated Client Engagement.
- Personalized Touch points : Leverage cutting edge software tools to co-build client plans increasing input, engagement and retention.
- Engagement Analytics Dashboard : Use our software suite to demonstrate where you start vs their shortfall and how your plan will help them close that gap over time proactively deepening relationships.
- Service Excellence Framework : Adopt best-practice customer service workflows that turn routine touchpoints into memorable client experiences.
(Only available for a limited time!)
Meet Your Guide.
Paul Durso CEP®, CWS®, CRP®
President & Founder | 25-Year Industry Veteran
Paul Durso is the visionary leader behind Durso Capital Management Co. and Insight Folios Inc., renowned for creating the “Advisors Ascend” system—a proprietary methodology that has achieved 98% client retention and 30% annual growth over a decade without traditional marketing.
With 25 years of experience, Paul has earned multiple industry awards for innovation and excellence, and now he’s inviting financial advisors like you to join the exclusive early access program for his transformative Advisors Ascend system.
Unlock Exclusive Access to Paul’s Proven System.
Advisors who join Advisors Ascend will master the same strategies Paul has and is using to build his multi-decade success. Early access includes:
- Live Group Coaching Calls : Engage directly with Paul in interactive Q&A sessions to solve challenges, refine your approach, and accelerate growth.
- Proprietary Tools & Training : Learn to streamline client outcomes, scale your practice, and replicate Paul’s 98% retention results.
- Community Collaboration : Connect with a network of forward-thinking advisors to share insights and strategies.
Ready to Ascend?
Join the Advisors Ascend early access program and secure your spot to learn directly from Paul Durso. Transform your business, retain clients, and grow with confidence.
(Only available for a limited time!)
Here's what our members are saying.
As a new financial advisor, Advisors Ascend and the study groups have been invaluable tools for me. Advisors Ascend has equipped me with the system to build my book of business with my ideal clients, refine my planning process, and prioritize my time.
Kyle
Financial Advisor
Advisors Ascend has made it much easier to discuss advanced retirement planning techniques with clients. I have the ability to quickly stress-test investment strategies (Annuities, Bonds, Dividend Income, etc) Really loving the cooperation between Advisors at the study groups.
Sean
Insurance & Annuities
As the old dog who's been in the business for 40 years, this group has revitalized my business and allowed me to own my time. If I had this system when I started my practice, I wouldn't need to write this quote.
Bruce
Financial Advisor
Program Details & Bonuses.
Gain Years of experience at a fraction of the cost
Advisors Ascend Main Program (22 Modules).
Elevate your client experience and grow your practice with actionable strategies.
- Proven methods to balance client work with business growth.
- Learn how to stand out in a crowded market.
- Set up your practice to manage stress and take time off
- Implement Simplicitree software for live collaboration and client engagement.
- How to implement cutting-edge software suite (Simplicitree) for live collaboration, transparency and increased client engagement.
- Comprehensive training materials.
- Optional 1:1 coaching alignment sessions.
Master Class & Software Mastery Bonuses.
Accelerate your growth with expert-level training and hands-on planning simulations.
Advisors Master Class (7 Modules, 29 Lessons):
- Discover Paul’s blueprint for growing a $100M RIA.
- Master time-tested strategies for efficiency and scaling.
Simplicitree RPG Bonus (7 Modules):
- Role-playing scenarios for mastering holistic planning.
- Practice presenting strategies and overcoming objections.
CPA Referrals, Tools & Community.
Expand your reach and support with strategic alliances and ongoing resources.
CPA Referral Alliance (13 Modules):
- Build a powerful CPA referral engine.
- Get scripts, templates, and outreach strategies.
Plus:
- 2-month free access to proprietary Simplicitree software.
- Lifetime community membership with monthly Q&A.
- Access to cheat sheets, playbooks, templates, and newsletter guides.
Total Value
$0+
Early Bird Price Today
$0
You Save
$0
(Limited Spots!)
(Only available for a limited time!)
By the End of This Program You Will :
- Master a step-by-step roadmap to transform your practice.
- Implement cutting-edge tools and workflows from Day 1.
- Gain confidence, clarity, and certainty in your growth plan.
- Join an exclusive community of high-performing advisors.
Who This Is For :
- Advisors tired of burnout, churn, and mediocre growth.
- Professionals ready to invest $1,999 to gain years of accelerated experience.
- Future‑focused advisors committed to exceptional client service.
(Only available for a limited time!)
You've got questions
We've got answers.
If you have questions about Advisors Ascend, check out these frequently asked questions (with answers.)
What if I can’t attend live QA?
How soon will I see results?
What’s the investment?
