Welcome to the first-ever Client Connection Event at Insight Folios! We were thrilled to bring our community together from all across the country for this engaging and impactful event. Join our host, Paul Durso, as he takes you through the incredible journey of how Insight Folios was born, the vision behind our Simplicitree planning software, and how it’s revolutionizing financial planning for our clients nationwide. You’ll hear firsthand stories of growth, resilience, and the power of patient investing, along with a sneak peek into the exciting future plans for our firm—including new office expansions and an ambitious community-focused HQ. Whether you’re a long-time client or just getting to know us, this is the perfect chance to see what makes Insight Folios different. Hit play and discover the power of community-driven financial planning!
Posted by Paul Durso
10 months ago / May 16, 2025
Paul is the President and founder of Durso Capital Management Co and Insight Folios Inc. both headquartered in Charlotte, North Carolina. Additionally, Paul is the creator of the “Planning Made Simple” series aimed at educating advisors and investors alike. He firmly believes that smart financial decisions impact the quality of one’s life, and is thus driven to empower clients with the financial knowledge they need to successfully navigate the retirement phases of their lives.