Paul Durso Cep® Cws® Email & Phone Number

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.

Listed skills include Retirement Planning, Strategic Financial Planning, Retirement, Estate Planning, and 25 others.