Choose what topic interests you the most and gain a better understanding for your future. Our in-depth financial courses provide you with an insightful look at taxes, investing, retirement planning and more.
Learn from our experts who have more than 25 years of experience. Trust us to teach you and we’ll empower you to go further.
Connect with other investors in a one-of-a-kind community. Learn from expert investors and grow your knowledge as you challenge one another (respectfully of course!) to become a better investors. This monitored community means less trolling and misinformation.
Consisting of licensed professionals and other non-licensed investors, you’ll have the opportunity to get answers to some of your toughest questions, offer opinions or even just share industry trends. The possibilities are endless!
You’ll have the opportunity to connect with a certified advisor along your financial journey to ensure you’re getting where you plan to go.
Whether within the community or forming a relationship with one of our investors, Planning Made Simple offers you the answers, opportunities, and support you need as an investor.
December 4, 2025
If you are a financial advisor heading into 2026 without a clear, sharpened plan, you are already behind. This year is shaping up to be one of the most competitive…
November 18, 2025
October 22, 2025
Risk comes from not knowing what you’re doing.
If you have questions about Planning Made Simple – how it works and what it does, check out these frequently asked questions (with answers.)
What is Planning Made Simple?
How do I join the community?
How much does membership cost?
What courses are available?
How do I get additional help?
What if I need to cancel my subscription?
After spending over twenty years in financial services, I genuinely thought I’d seen it all — every system, every coaching program, every so-called ‘next big thing.’ So I’ll admit, I was skeptical when I first heard about Advisors Ascend. But what I didn’t expect was to find something that not only made my practice more efficient — it actually made me excited about the work again.
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.
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.
All our dreams can come true if we have the courage to pursue them.
create your account today
