Want to talk to more prospective clients nearby? 

Every month, thousands of people come to us with financial questions. We connect them with qualified financial professionals who can help.

Find out if we need advisors in your area.

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Just 1 advisor per prospective client

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At least 10 introductions per month, guaranteed

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Risk free for 7 days, cancel any time

Included for All Partnering Advisors:

training

Highly Rated, Ongoing Sales Training

You might come for the introductions, but you'll stay for the training. We've tested thousands of approaches so you don't have to.

software

Beloved Financial Planning Software

Use our proprietary software with all of your clients whether or not you met them through us. Or, use your existing software. Your clients, your choice.

intros

SMS-Validated Consumer Intros 

All Planswell consumers receive a financial plan from us— typically 24-48 hours before meeting you, with reported AUM of $300k on average.

Happy Advisors

Happy Clients

We love fan mail! In fact, we aim to create the most complimented financial planning experience for clients and advisors alike—and we're well on our way.  Have feedback? Email hello@planswell.com.

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Leonard Nolasco

"I came across Planswell having never spoken to a financial advisor before. Patrick and his team were very helpful in guiding me toward a healthy financial future..."  Read more

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Christine Smoley

"I was referred by my most financially savvy family member, and I can easily see why! My investment strategy has already benefitted hugely..."  Read more

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Syed Raza

"I'm absolutely blown away from my involvement with Planswell. I booked an appointment to discuss my financial goals and get started building out my future..."  Read more

Ready to grow your business?

Partner with Planswell, risk free for 7 days.

Schedule a call