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
AUM
$500k
Annual Income
$200k
Current 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
With a decade of experience training advisors, we have developed a system that any advisor can follow to improve their close rates.
We have seen this system help advisors with no experience $onboard millions of dollars of 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.
To achieve that goal, we have developed a powerfully simple system that users intuitively understand. Wow them while you make changes in real time to test out different scenarios.
Generate one page PDFs in less than 2 minutes.
Create a detailed PDF based off the household's self-reported financials.
This is a great takeaway and a reminder of how you can help the household improve their retirement planning.
Calling scripts and AI to help you practice.
Our calling scripts have been tested and improved by hundreds of advisors adn thousands of households, helping you quickly find success.
In addition, we built an AI tool to help you practice your calling skills before real calls with households. You can see the scripts in real time and practice handling objections.
Your own call center
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!
A custom QR code to use with anyone outside of Planswell
Create and optimize unlimited plans with your own QR code.
There's no easier way for someone to share their financial snapshot.
What Advisors are saying about Planswell
Schedule a demo to see how Planswell can help you
Our team can help see if Planswell is a good fit for your business and get you started as soon as possible.
Trusted by over 6,000 advisors