Grow your client list with exclusive households

We connect you to households in your area who are interested in learning more about retirement.

Trusted by over 500 advisors

Every month, we connect you to up to 100+ new households who have completed our online retirement planning experience.

They provide 25-40+ data points including income and AUM, and spend on average 10 minutes working through the experience.

The best part?

You are the only advisor that gets to speak with these households. 100% exclusive, never shared with anyone else, and they all have an entire plan built ready to chat about.

On average, this is what our households report.

Average AUM

$450k

Average Income

$200k

Average Age

48

In addition to exclusive leads, you get more

Take a look at what else you get by signing up for Planswell.

Group & 1:1 coaching with our team of experts

We have developed a system that any advisor can follow to improve their close rates using 8 years of research and development.

We have seen this system make advisors with no experience $100k+ in AUM.

Planning software lets you quickly make changes to household plans.

Our goal is simple: provide advisors like you a planning tool that is client lead, requires little to no training to use, and always delivers a logical planning experience.

The key, no work on your end.

Generate one page PDFs in less than 2 minutes.

Many advisors have realized that smaller PDFs presented to clients can help provide more value than the traditional 100 page one.

At Planswell, our tool takes the households provided inputs and creates a 1-page PDF within 2 minutes.

Calling scripts and AI to help you practice.

We have tested our calling scripts with dozens of advisors and households, allowing you to simply focus on work.

In addition, we built an AI tool to help you call and practice before real calls with households. You can see the scrips in real time and practice handling objections.

Your own call center for your leads

Let Planswell do the dialing.

We'll call your households for you, with the goal of booking discovery calls. Think of us as your personal booking assistant!