Paul Durso Cep® Cws®

Paul Durso Cep® Cws® Email and Phone Number

Creator of Simplicitree @ Simplicitree
Charlotte, NC, US
Paul Durso Cep® Cws®'s Location
Charlotte, North Carolina, United States, United States
Paul Durso Cep® Cws®'s Contact Details

Paul Durso Cep® Cws® work email

Paul Durso Cep® Cws® personal email

About Paul Durso Cep® Cws®

I spent 12 years building a practice in Canton Michigan. Over those 10 years I sacrificed at least four nights a month doing dinner seminars that usually required 25,000 to 35,000 mailers to fill up a restaurant. I’ve done my share of dinner seminars, feeding prospects and chasing sales over in those 12 years. Finally got to the point in my career where I was fed up, frustrated and sick of wasting money on deadbeat prospects with no intention of ever doing business with me. So, I decided to move my family to Charlotte North Carolina and start over.Over the past several years in Charlotte, I have not only been able to build a very profitable practice and I did it without doing one single dinner seminar! I been able to make more money, while working less (no more seminars) after 3 years in Charlotte than I was able to make in 10 years back in Michigan working a heck of a lot more. Even better, today, I get more prospects on a monthly basis without spending any money on dinner seminars, college classes or online seminar then I did when I spent tens of thousands of dollars a month back in Michigan. How did I do this? One step at a time. I first built a system to help me close business fast. Once that was set up, I turned my attention to attracting my ideal client. What good is it if you have a great swing, but you never get any at-bats! I created a CPA referral program that has turned out to be far better than I could have ever imagined. I get my ideal clients walked into my office each month by a CPA. Then, I turned my attention to make sure my business can run when I am not around. So, I began to build a system that would allow our office to run without interruption when I am on vacation, out sick or when I want to play hooky.Here’s the best part, now you can do this all too. Planning made simple is a set-by-step program to help guide financial advisors like you through the same journey I did, but you don’t have to make all the same mistakes.

Paul Durso Cep® Cws®'s Current Company Details
Simplicitree

Simplicitree

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Creator of Simplicitree
Charlotte, NC, US
Employees:
2
Paul Durso Cep® Cws® Work Experience Details
  • Simplicitree
    Creator Of Simplicitree
    Simplicitree
    Charlotte, Nc, Us
  • Planning Made Simple
    Founder | Helping Advisors Get Introduced To Their Ideal Client Each Month By A Cpa
    Planning Made Simple Sep 2017 - Present
    Charlotte, North Carolina, United States
    Most advisors struggle with getting in front of their ideal prospects. If that is you, we can help solve that by having your ideal client personally introduced to you each month by a CPA. Then, can transition your practice from selling to having your prospects ask you to become a client. Resulting in having more time with your family and profit in their pocket without blowing money on marketing.
  • Simplicitree
    Creator Of Simplicitree
    Simplicitree May 2013 - Present
    Charlotte, North Carolina, United States
    Simplicitree is an easy-to-use financial planning tool that not only will help you close business, but helps you save time and money. Unlike most other financial planning tools which are bulky, cumbersome and hard to explain.
  • Insight Folios
    President
    Insight Folios Nov 2003 - Present
    Charlotte, North Carolina Area
    Durso Capital Management is a full-service Financial Planning firm dedicated to consistently providing high customer satisfaction through educating clients, rendering excellent service, and furnishing a professional, enjoyable atmosphere that just feels like home.They could take the simple route and just say they are retirement advisors, but that does not do the team or the successful, hardworking clients they serve justice. Durso Capital Management does so much more than help people… Show more Durso Capital Management is a full-service Financial Planning firm dedicated to consistently providing high customer satisfaction through educating clients, rendering excellent service, and furnishing a professional, enjoyable atmosphere that just feels like home.They could take the simple route and just say they are retirement advisors, but that does not do the team or the successful, hardworking clients they serve justice. Durso Capital Management does so much more than help people plan for retirement. Together, their team helps clients realize everything that is crucial to their future happiness by designing a custom plan to make it a reality.Since they don’t work for any product companies or manufacture any investments, their clients can be certain they will shop the market place for what is best for their financial situation.Fee based financial planning and investment advisory services are offered through Insight Folios Inc, a SEC Registered Investment Advisor. The firm only transacts business in states where it is notice filed, or is excluded or exempted from notice filing requirements Insurance products and services are offered through individually licensed and appointed agents in various jurisdictions. Insight Folios Inc does not offer legal or tax advice. Show less
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley Jun 2001 - Nov 2003
    Livonia, Mi
    Since its founding in 1935, Morgan Stanley and its people have helped redefine the meaning of financial services. The firm has continually broken new ground in advising both institutional and individual clients on strategic transactions, in pioneering the global expansion of finance and capital markets, and in providing new opportunities for investors all over the world. With 1,200 offices in 43 countries, Morgan Stanley has more than 60,000 employees.
  • Nortel Networks
    Project Manager
    Nortel Networks Aug 2000 - May 2001
    Raleigh-Durham, North Carolina Area
    Nortel was a recognized leader in delivering communications capabilities that make the promise of Business Made Simple a reality. Nortel developed next-generation technologies, for both service provider and enterprise networks, to support multimedia and business-critical applications. Nortel's technologies were designed to help eliminate today's barriers to efficiency, speed and performance by simplifying networks and connecting people to the information they need, when they need it. At its… Show more Nortel was a recognized leader in delivering communications capabilities that make the promise of Business Made Simple a reality. Nortel developed next-generation technologies, for both service provider and enterprise networks, to support multimedia and business-critical applications. Nortel's technologies were designed to help eliminate today's barriers to efficiency, speed and performance by simplifying networks and connecting people to the information they need, when they need it. At its peak, Nortel did business in more than 150 countries around the world. Show less

Paul Durso Cep® Cws® Skills

Retirement Planning Strategic Financial Planning Retirement Estate Planning Investments Financial Planners Financial Planning Financial Advisory Public Speaking Fixed Annuities Risk Management Wealth Accumulation Wealth Wealth Management Financial Services Investment Advisory Life Insurance Disability Insurance Mutual Funds Insurance Finance Portfolio Management 401k Employee Benefits Long Term Care Insurance Asset Allocation Iras Term Life Insurance Securities

Paul Durso Cep® Cws® Education Details

Frequently Asked Questions about Paul Durso Cep® Cws®

What company does Paul Durso Cep® Cws® work for?

Paul Durso Cep® Cws® works for Simplicitree

What is Paul Durso Cep® Cws®'s role at the current company?

Paul Durso Cep® Cws®'s current role is Creator of Simplicitree.

What is Paul Durso Cep® Cws®'s email address?

Paul Durso Cep® Cws®'s email address is pa****@****tal.com

What schools did Paul Durso Cep® Cws® attend?

Paul Durso Cep® Cws® attended Liberty University, Arlington Baptist School.

What are some of Paul Durso Cep® Cws®'s interests?

Paul Durso Cep® Cws® has interest in Science And Technology, Children, Education.

What skills is Paul Durso Cep® Cws® known for?

Paul Durso Cep® Cws® has skills like Retirement Planning, Strategic Financial Planning, Retirement, Estate Planning, Investments, Financial Planners, Financial Planning, Financial Advisory, Public Speaking, Fixed Annuities, Risk Management, Wealth Accumulation.

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