Planswell has what you need most to grow your financial planning business.
10+ Exclusive Households per Month, Guaranteed
We guarantee at least 10 prospective households per month. Never less, and sometimes more.
You might come for the prospective clients, but you'll stay for the training. We've tested thousands of approaches so you don't have to.
Use our software with all of your clients whether or not you met them through us. Or, use your existing software. Your clients, your choice.
How We Measure Up
|Number of advisors per client||3-5||1|
|Guaranteed monthly number of prospective clients||10|
|Weekly sales training opportunities|
|Unique referral link|
|Financial planning software|
|Pricing as low as $399/month|
Happy Advisors and Happy Households
This is the BEST prospecting in the business! You guys have expanded my reach immeasurabley!
I have not been this excited about my work and career since I began, and that is because of your system.
I’ll keep referring co-workers to you as they become interested. Thanks again for reaching out to me and inviting me on board.
I just signed up for Planswell last week and have spent the weekend going through the training material. I’m excited for the journey ahead!
My investment strategy has already benefited hugely from their expertise, and it's exciting to see what can be achievable with an informed financial plan in place.
I feel comfortable when referring clients as I know they will get honest, valuable and beneficial advice. Plus, they will be treated with sensitivity and care! Keep up the great work!
They taught me so much about what I needed and why I needed it. I highly recommend anyone to ask advice with these guys. Experience and value wise I’d take them over a major bank every single time.
I am completely satisfied with Planswell and more especially with their staff who are incredibly knowledgeable and very happy to educate those interested in learning more.
Your Opportunities are Waiting
At least 10 exclusive opportunities per month.
World-class sales training.
Our beloved financial planning software.