Description:
You don't need better marketing-you need a better system. Built to Serve shows financial advisors how to grow through trust, not tactics, using a simple client-first model for sustainable success.
Brief description: Paul L. Durso is a financial advisor, entrepreneur, and creator of software programs, including Simplicitree and TallyFin. These platforms empower clients to understand their plan with clarity and confidence. He teaches advisors how to grow without chasing cold leads, confusing clients, or burning out. Paul is the founder of Insight Folios and host of the Advisors Ascend podcast. A follower of Jesus, husband to Stephanie, and dad to three turbo-charged boys. He can usually be found in flip-flops, sometimes in a studio, and occasionally crunching numbers with the enthusiasm of someone who truly believes spreadsheets are a love language.