Paul Durso's guest appearances

Paul Durso

The Profitable Advisor Podcast

Simply Financial with Paul Durso

Safe and Sound Podcast with Sean Sparkman

Liston Witherill

Anna Myers

Reed Goossens

Dan Kennedy

Blaise Dietz

Chris Lambert

Joshua Crisp

Ryan Gottfredson

Christine Luken

Reese Harper

Nina Cooke

Benjamin Brandt

Aaron McHugh

Nate Harris

Pamela Good

OwlTail

It’s time to introduce you to Paul Durso. He’s one of the original members of the Renegade Advisors program and has enjoyed a lot of success after stepping out on his own. To understand Durso’s process, you have to know his background. He left a successful practice in Michigan because the partnership wasn’t working like he hoped and moved to North Carolina to begin his own business. There, he’s grown to oversee many advisors and developed his own planning software that has helped fuel that growth. Today we welcome Durso to the show to get a better understanding of his approach to planning. What you’ll learn about in detail are his three pillars to the business: service, planning and education. When you do all three of these things very well, that’s when you become their key person. They want to tell everyone about what they’ve learn and what they know because there is a sense of ownership. That’s when the referrals start rolling in without you having to chase them. His story is one of drive and a love of entrepreneurship and hopefully you can learn a lot from his business. So as you go through the episode today, keep an ear out for some of these topics that we cover:  What motivated him to move from Michigan to North Carolina Why he decided to start with college classes Why he doesn’t currently take any more clients on personally Their move to a referral-only business A breakdown of his three pillars for service Why it’s important to educate people as much as possible What led to him creating his own planning software Details on his planning made simple program The mastermind concept  Learn more about what Paul does and get a discount for being a listener by visiting: https://planningmadesimple.com/dancuprill For more on this topic and other strategies to growing your business, join us over at RenegadeAdvisor.net.   What we discuss on this episode: 1:30 –  Welcome in Paul 2:32 – Why he decided to move and how it got going so quickly 4:28 – The success of his first seminar 5:42 – Direct mail early on  7:50 – The strategies his advisors use 8:45 – First pillar is service 12:00 – A great client story 14:50 – Second pillar is planning 20:45 – Third pillar is execution 24:29 – Getting clients excited when markets go down 26:19 – Planning made simple program 29:35 – What Dan loves about this 32:13 – Mastermind concept 36:08 – How to learn more about Paul’s process

It’s time to introduce you to Paul Durso. He’s one of the original members of the Renegade Advisors program and has enjoyed a lot of success after stepping out on his own. To understand Durso’s process, you have to know his background. He left a successful practice in Michigan because the partnership wasn’t working like he hoped and moved to North Carolina to begin his own business. There, he’s grown to oversee many advisors and developed his own planning software that has helped fuel that growth. Today we welcome Durso to the show to get a better understanding of his approach to planning. What you’ll learn about in detail are his three pillars to the business: service, planning and education. When you do all three of these things very well, that’s when you become their key person. They want to tell everyone about what they’ve learn and what they know because there is a sense of ownership. That’s when the referrals start rolling in without you having to chase them. His story is one of drive and a love of entrepreneurship and hopefully you can learn a lot from his business. So as you go through the episode today, keep an ear out for some of these topics that we cover: <ul> <li>What motivated him to move from Michigan to North Carolina</li> <li>Why he decided to start with college classes</li> <li>Why he doesn’t currently take any more clients on personally</li> <li>Their move to a referral-only business</li> <li>A breakdown of his three pillars for service</li> <li>Why it’s important to educate people as much as possible</li> <li>What led to him creating his own planning software</li> <li>Details on his planning made simple program</li> <li>The mastermind concept</li> </ul> Learn more about what Paul does and get a discount for being a listener by visiting: <a href="https://planningmadesimple.com/dancuprill" rel="nofollow" target="_blank">https://planningmadesimple.com/dancuprill</a> For more on this topic and other strategies to growing your business, join us over at <a href="https://www.renegadeadvisor.net/" rel="nofollow" target="_blank">RenegadeAdvisor.net.</a> What we discuss on this episode: 1:30 –  Welcome in Paul 2:32 – Why he decided to move and how it got going so quickly 4:28 – The success of his first seminar 5:42 – Direct mail early on  7:50 – The strategies his advisors use 8:45 – First pillar is service 12:00 – A great client story 14:50 – Second pillar is planning 20:45 – Third pillar is execution 24:29 – Getting clients excited when markets go down 26:19 – Planning made simple program 29:35 – What Dan loves about this 32:13 – Mastermind concept 36:08 – How to learn more about Paul’s process

Simplifying the Planning Process with Paul Durso

Sean is joined by Paul Durso, author of "rethink, replan, RETIRE!"   http://dursocapital.com/paul-durso/Paul Durso is the President and founder of Durso Capital Management Co and Insight Folios Inc. both headquartered in Charlotte, North Carolina.Paul started Durso Capital Management in 2004 based on his belief that smart financial decisions impact the quality of one's life. Alongside that belief, Paul is driven to empower client with the necessary financial knowledge needed to navigate the retirement phases of their lives.Paul has a compassionate and relatable demeanor that results in protecting the life savings of those he is helping, as well as establishing a legacy of significance for them and for the next generations.Paul has earned several professional designations including a Certified Estate Planner (CEP®) by the National Institute of Certified Estate Planners, a Certified Wealth Strategist (CWS®) by the Cannon Financial Institute, and Certified Retirement Planner.An educator at his core, Paul regularly teaches retirement planning courses at several Universities &amp; Colleges in Charlotte, North Carolina and the surrounding region. He also regularly appears on CBS, FOX as well as other Networks and TV shows to provide educational commentary to viewers.Paul is humbled through all his accomplishments he has achieved in the financial industry, and recognizes his greatest achievement in life is his faith in Christ Jesus and his love and affection for his beautiful wife Stephanie and their three boys Evan, Shane and Reid.--- Send in a voice message: https://anchor.fm/seanrsparkman/message

Sean is joined by Paul Durso, author of "rethink, replan, RETIRE!"    <a href="http://dursocapital.com/paul-durso/" rel="nofollow" target="_blank">http://dursocapital.com/paul-durso/</a> Paul Durso is the President and founder of Durso Capital Management Co and Insight Folios Inc. both headquartered in Charlotte, North Carolina. Paul started Durso Capital Management in 2004 based on his belief that smart financial decisions impact the quality of one's life. Alongside that belief, Paul is driven to empower client with the necessary financial knowledge needed to navigate the retirement phases of their lives. Paul has a compassionate and relatable demeanor that results in protecting the life savings of those he is helping, as well as establishing a legacy of significance for them and for the next generations. Paul has earned several professional designations including a Certified Estate Planner (CEP®) by the National Institute of Certified Estate Planners, a Certified Wealth Strategist (CWS®) by the Cannon Financial Institute, and Certified Retirement Planner. An educator at his core, Paul regularly teaches retirement planning courses at several Universities &amp; Colleges in Charlotte, North Carolina and the surrounding region. He also regularly appears on CBS, FOX as well as other Networks and TV shows to provide educational commentary to viewers. Paul is humbled through all his accomplishments he has achieved in the financial industry, and recognizes his greatest achievement in life is his faith in Christ Jesus and his love and affection for his beautiful wife Stephanie and their three boys Evan, Shane and Reid. --- Send in a voice message: <a href="https://anchor.fm/seanrsparkman/message" rel="nofollow" target="_blank">https://anchor.fm/seanrsparkman/message</a>

Paul Durso: How you can create more income using dividend-paying stocks