The Premier Growth Community for Ambitious Financial Advisors

Introduction

Most advisors plateau. You’re good at what you do great, even but you’re still miles from where you know you could be.

Advisors Ascend exists for one purpose: to help financial professionals like you scale to $100M+ AUM and beyond sustainably, profitably, and with total clarity.

This is not another theory-filled course or one-size-fits-all mastermind. This is a guided ascent, backed by a proven framework, real mentorship, and a community of elite advisors moving in the same direction.

The Goal

Advisors Ascend is your chance to get inside the blueprint Paul Durso, used to build his practice to $300M+ AUM.
The program is designed to help advisors like you to replicate that success.

Advisors Ascend will help you:

Learn how you can exceed $100M in AUM within 3 years
Build a sustainable, referral-driven practice
Master your time and client experience
Reclaim the 4 Freedoms of your life:
- 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.

What You Get Inside

Proven Curriculum & Framework

You’ll get exclusive access to Paul Durso’s Planning Made Simple system a streamlined methodology that covers everything from client onboarding to investment strategy, built from 20+ years of real-world success

Includes:

50+ training modules
SimpleTree™ planning tools
Templates, SOPs & checklists
Real client-facing language and scripts

Mentorship & Coaching

You won’t do this alone. You’ll be guided at every step by mentors who’ve already built successful, scalable practices.

Monthly Group Coaching – Live, tactical sessions focused on growth, systems, and execution.
AMA Video Library – Pre-recorded strategy sessions and case studies led by Paul and top-performing advisors.
1-on-1 Support – Get direct mentorship as you implement the systems and scale.

The Community

Success is contagious. When you surround yourself with advisors who are already where you want to go (or just ahead of you), the journey accelerates.

Private Slack Group – Ask questions, celebrate wins, and get input from peers and mentors.
Monthly Study Groups – Small groups of like-minded advisors who meet consistently for accountability and brainstorming.
Top-Tier Culture – No salesy “ecom bros” or rookies. Just serious, ethical professionals building real businesses.

Execution & Accountability

What good is a plan if it sits on a shelf? Our system is built to drive results through implementation, not just inspiration.

Quarterly Checkpoints to monitor AUM progress
Annual Reviews that mirror your client success process
Real-time feedback and plan adjustments

Our Founder

Paul Durso is not a coach who talks theory he’s a builder who delivers results.

Over the past two decades, Paul has built and scaled a financial advisory practice from the ground up, ultimately managing over $300M in assets. He’s developed a process-driven system that simplifies client planning, eliminates advisor overwhelm, and fuels predictable, profitable growth.

Paul’s achievements include:

Scaling to $300M+ AUM in a competitive market
Designing the Simplicitree Planning System used by top advisors nationwide
Coaching hundreds of advisors on building purpose-driven, scalable practices
Building a client experience model that drastically increases referrals and retention
Leading his own high-performance team, all while maintaining time freedom and purpose alignment

Paul is also the creator of the Planning Made Simple video curriculum and co-host of several coaching and study groups. His unique gift lies in simplifying the complex and helping advisors rediscover their passion for the business.

“I built this to give advisors what I wish I had 15 years ago a clear roadmap, ongoing support, and a real community that doesn’t settle for average.” — Paul Durso

Why Advisors Ascend Is Different

Innovation fuels everything we do.

Built by an advisor who has already hit $100M+ AUM

No fluff—only frameworks and strategies that actually work

Systems-first approach to simplify your practice and amplify results

A clear focus: scale sustainably, serve deeply, grow intentionally

Apply to Join

This is a curated group for high-performing advisors who are ready to go all in. Click below to apply—if you’re a good fit, our team will walk you through the next steps.