Paul Durso Cep® Cws® Email and Phone Number
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Paul Durso Cep® Cws® personal email
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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.
Simplicitree
View- Website:
- simplicitreeplan.com
- Employees:
- 2
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Creator Of SimplicitreeSimplicitreeCharlotte, Nc, Us -
Founder | Helping Advisors Get Introduced To Their Ideal Client Each Month By A CpaPlanning Made Simple Sep 2017 - PresentCharlotte, North Carolina, United StatesMost 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. -
Creator Of SimplicitreeSimplicitree May 2013 - PresentCharlotte, North Carolina, United StatesSimplicitree 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. -
PresidentInsight Folios Nov 2003 - PresentCharlotte, North Carolina AreaDurso 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 -
Financial AdvisorMorgan Stanley Jun 2001 - Nov 2003Livonia, MiSince 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. -
Project ManagerNortel Networks Aug 2000 - May 2001Raleigh-Durham, North Carolina AreaNortel 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
Paul Durso Cep® Cws® Education Details
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Pastoral Studies & Psychology
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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