Plug the Holes in Your Practice: Retention, Referrals, and Revenue
In 30–60 Days, Transform Your Advisory Practice; Stabilize your revenue, increase client retention, and generate warm referrals — without sacrificing your time or sanity with Paul Durso’s Proven Turnkey System.
What Makes Advisors Ascend Different?
It’s Turnkey
Mentorship, Workflows, Systems and software. Everything you need to grow, serve, and scale is here.
It’s Proven
Built and perfected over 10 years by Paul himself in his firm. Used daily by a multi-advisor firm — this isn’t theory, it’s in practice.
It’s Repeatable
Step-by-step systems, templates, and coaching to follow, so that you don't need to guess what to do next.
What You’ll Get Inside the
Turnkey System
End-to-End Client Experience System
The 8-Step Client Experience Playbook.
So that you create raving fans who refer no scripts or chasing required.
Live Planning with our Proprietary Software (Included)
So that you co-build plans in real time and close the trust gap instantly.
Onboarding to Annual Reviews (Every Touchpoint Scripted)
So that every meeting has structure, clarity, and outcome.
Growth, Coaching, & Clarity
Coaching with Top Tier Mentors
So that you shortcut the hard lessons and accelerate implementation.
Plug-and-Play Tools & Templates
So that every conversation, proposal, and email is already dialled in.
Peer and Mentor Study Group Community
So that you don’t just get answers you stay sharp and supported.
Real Stories from Advisors Who’ve Been Where You Are
Whether you're just starting out or have decades in the industry, hear how Advisors Ascend transformed their practices and their lives.
Industry Veteran | 30+ Years in Financial Services
After two decades in financial services, Kevin thought he had seen every system, every coaching pitch, and every so-called “next big thing.” What he didn’t expect was to find something that not only made his practice more efficient — but made him excited about the work again.
Career Changer | From Beverages to Top-Tier Advisor
Kyle came from the beverages industry with zero financial background just a hunger to learn and a passion for serving people. Within a few short years, he’s not only built a thriving practice but now coaches other advisors using the same system that helped launch his career.
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.
Program Details & Bonuses
Gain Years of experience at a fraction of the cost
Main Program
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 of.
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.
Early Bird Bonus
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.
Early Bird Bonus
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.
CPA Referral Alliance (13 Modules):
2-month free access to proprietary Simplicitree software.
Lifetime community membership with monthly Q&A.
Access to cheat sheets, playbooks, templates, and newsletter guides.
You’ve Got Questions. We’ve Been There, Too.
The questions we get most from smart, experienced advisors — and the honest answers that follow.
How is this different from other coaching or training programs I’ve seen before?
Most programs give you concepts or scripts — Advisors Ascend gives you a proven system. This is the same turnkey framework Paul personally used to go from $0 to $100M AUM in three years, and that is still use today to manage over $300M. It includes the tools, templates, client experience workflows, and real-time coaching to help you build and run a high-retention, referral-driven practice — from day one.
Do I need to be tech-savvy to implement this
Not at all. The system is built for clarity and simplicity — The same goes for our turn-key software suit hence its name “Simplicitree.” You’ll be coached step-by-step on how to use the platform during live sessions and through on-demand walkthroughs. Plus, we provide all the scripts and visuals you need to confidently guide your clients through the process, whether you're a tech wizard or not.
How soon will I start seeing results?
Many advisors start seeing higher client engagement and referrals within 30 to 60 days, depending on how quickly they apply the tools. This isn’t a “wait and hope” approach — it’s designed to be implemented with clients immediately, even in your next meeting. If you follow the system, you’ll feel the difference fast.
Can I use this if I already have an established practice?
Absolutely — in fact, most of the advisors who join already have practices but feel stuck, burnt out, or ready for something more scalable. Whether you’re solo or leading a team, the system adapts to your current setup and helps you streamline how you serve, grow, and reclaim your time.
What if I can’t make the live coaching calls?
No problem. All live coaching sessions with me (Paul) are recorded and added to your private vault for 24/7 access. You’ll never miss a lesson, and you can revisit content anytime you need a refresher — whether it’s onboarding a new client, reworking your time management, or handling an annual review.
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