Leonard Durso, ChFC, AIFRegional Business Consultant
800-347-3539 x 2
Territories: Florida, Georgia
Years in industry: 26
Education: Associates, Marketing—CUNY Nassau
As an advocate for active management, I use my extensive experience in finance and business to
Discover new markets and opportunities to build fee-based business.
Help grow and preserve client wealth using active management.
Systematically build relationships with advisors that turn new clients into lifetime clients.
Speak at industry events about the benefits of active management
After 20 years of experience in financial services, I have a sharp eye for how financial advisors can strategically grow their business. As a former owner of a successful financial advisory firm, I understand the challenges advisors face day to day, and I know how to help. I hold an Accredited Investment Fiduciary designation and a degree in marketing.
DEDICATED INTERNAL SALES TEAM
Provide advisors with document assistance, identify portfolio options for advisors and their clients, and offer regular webinars and seminars to help advisors build their practices
Internal Business Consultant248-642-6640 Ext. 206
Rob has been part of the Flexible Plan team since 2017.
Contact Rob to schedule a meeting with Leonard.
Advisor Administration Manager248-642-6640 Ext. 171
Barb has been part of the Flexible Plan team since 2000.
Contact Barb for answers on investment platforms and their required paperwork for new client accounts.
Manager Client Services248-642-6640 Ext. 131
Laurie has been part of the Flexible Plan team since 1993.
Contact Laurie if you have service or billing questions about your existing client accounts.