--- title: Plancraft Blog | Ben Coleman description: Level up your financial planning practice. --- [![Planswell](https://partners.planswell.com/hs-fs/hubfs/planswell-logo-green.png?width=395&height=91&name=planswell-logo-green.png "Planswell")](http://planswell.com) [Planswell features](https://partners.planswell.com/advisors) Free resources [About us](https://partners.planswell.com/who-we-are) [Schedule demo](https://partners.planswell.com/meetings/jenm/grow) ![](https://partners.planswell.com/hubfs/Navigation%20-%202025%20Files/Menu.svg) [![](https://partners.planswell.com/hubfs/Navigation%20Images/test.png)](https://partners.planswell.com/software) Software [![](https://partners.planswell.com/hubfs/Navigation%20Images/training.png)](https://partners.planswell.com/training) Training [![](https://partners.planswell.com/hubfs/Navigation%20Images/show.png)](https://partners.planswell.com/live-show) Live Show [![](https://partners.planswell.com/hubfs/Navigation%20Images/book.png)](https://partners.planswell.com/free-ebook-financial-advisor-sales-training) How To Sell eBook [![](https://partners.planswell.com/hubfs/Navigation%20Images/blog.png)](https://partners.planswell.com/blog) Blog Planswell features Free resources ![](https://partners.planswell.com/hubfs/Navigation%20-%202025%20Files/chevron-down.svg) [![](https://partners.planswell.com/hubfs/Navigation%20Images/test.png) Software](https://partners.planswell.com/software) [![](https://partners.planswell.com/hubfs/Navigation%20Images/training.png) Training](https://partners.planswell.com/software) [![](https://partners.planswell.com/hubfs/Navigation%20Images/show.png) Live Show](https://partners.planswell.com/software) [![](https://partners.planswell.com/hubfs/Navigation%20Images/book.png) How to Sell eBook](https://partners.planswell.com/software) [![](https://partners.planswell.com/hubfs/Navigation%20Images/blog.png) Blog](https://partners.planswell.com/software) About us Schedule demo ![](https://partners.planswell.com/hubfs/Navigation%20-%202025%20Files/x.svg) # Ben Coleman [![](https://partners.planswell.com/hubfs/Pipelines%2c%20Stages%2c%20and%20Definitions.png)](https://partners.planswell.com/blog/crm-setup-for-advisors-pipelines-stages-and-definitions) 6 minute read #### [CRM Setup for Advisors: Pipelines, Stages, and Definitions (You Should Copy This)](https://partners.planswell.com/blog/crm-setup-for-advisors-pipelines-stages-and-definitions) [![](https://partners.planswell.com/hubfs/A%2030-Day%20Plan%20for%20New%20Financial%20Advisors.png)](https://partners.planswell.com/blog/your-first-10-clients-a-30-day-plan-for-new-financial-advisors) 6 minute read #### [Your First 10 Clients: A 30-Day Plan for New Financial Advisors](https://partners.planswell.com/blog/your-first-10-clients-a-30-day-plan-for-new-financial-advisors) [![](https://partners.planswell.com/hubfs/What%E2%80%99s%20the%20Difference.png)](https://partners.planswell.com/blog/investment-management-crm-vs-advisor-crm-whats-the-difference) 4 minute read #### [Investment Management CRM vs Advisor CRM: What’s the Difference?](https://partners.planswell.com/blog/investment-management-crm-vs-advisor-crm-whats-the-difference) [![](https://partners.planswell.com/hubfs/A%20Weekly%20Calendar%20You%20Can%20Maintain.png)](https://partners.planswell.com/blog/financial-advisor-marketing-plan-template-a-weekly-calendar-you-can-maintain) 7 minute read #### [Financial Advisor Marketing Plan Template: A Weekly Calendar You Can Maintain](https://partners.planswell.com/blog/financial-advisor-marketing-plan-template-a-weekly-calendar-you-can-maintain) [![](https://partners.planswell.com/hubfs/How%20to%20Vet%20Providers.png)](https://partners.planswell.com/blog/financial-advisor-lead-generation-services-how-to-vet-providers) 7 minute read #### [Financial Advisor Lead Generation Services: How to Vet Providers](https://partners.planswell.com/blog/financial-advisor-lead-generation-services-how-to-vet-providers) [![](https://partners.planswell.com/hubfs/12%20Patterns%20That%20Convert.png)](https://partners.planswell.com/blog/prospecting-tips-for-financial-advisors-a-weekly-checklist) 6 minute read #### [Prospecting Tips for Financial Advisors: A Weekly Checklist](https://partners.planswell.com/blog/prospecting-tips-for-financial-advisors-a-weekly-checklist) [![](https://partners.planswell.com/hubfs/12%20Patterns%20That%20Convert.png)](https://partners.planswell.com/blog/great-financial-advisor-websites-12-patterns-that-convert) 8 minute read #### [Great Financial Advisor Websites: 12 Patterns That Convert](https://partners.planswell.com/blog/great-financial-advisor-websites-12-patterns-that-convert) [![](https://partners.planswell.com/hubfs/When%20They%20Work%2c%20What%20They%20Cost%2c%20and%20What%20to%20Avoid.png)](https://partners.planswell.com/blog/financial-advisor-ads-when-they-work-what-they-cost-and-what-to-avoid) 7 minute read #### [Financial Advisor Ads: When They Work, What They Cost, and What to Avoid](https://partners.planswell.com/blog/financial-advisor-ads-when-they-work-what-they-cost-and-what-to-avoid) [![](https://partners.planswell.com/hubfs/6%20Habits%20That%20Help%20Advisors%20Get%20Better%20Results.png)](https://partners.planswell.com/blog/using-planswell-like-a-pro-6-habits-that-help-advisors-get-better-results) 5 minute read #### [Using Planswell Like a Pro: 6 Habits That Help Advisors Get Better Results](https://partners.planswell.com/blog/using-planswell-like-a-pro-6-habits-that-help-advisors-get-better-results) [![](https://partners.planswell.com/hubfs/How%20to%20Choose%20a%20Niche%20as%20a%20Financial%20Advisor.png)](https://partners.planswell.com/blog/how-to-choose-a-niche-as-a-financial-advisor) 5 minute read #### [How to Choose a Niche as a Financial Advisor](https://partners.planswell.com/blog/how-to-choose-a-niche-as-a-financial-advisor) [![](https://partners.planswell.com/hubfs/best%20crm%20for%20fin.png)](https://partners.planswell.com/blog/best-crm-for-financial-advisors-which-one-fits-your-workflow) 6 minute read #### [Best CRM for Financial Advisors: Which One Fits Your Workflow?](https://partners.planswell.com/blog/best-crm-for-financial-advisors-which-one-fits-your-workflow) [![](https://partners.planswell.com/hubfs/Referral%20Program%20Design%20for%20Advisors.png)](https://partners.planswell.com/blog/referral-program-design-for-advisors-scripts-timing-and-tracking) 5 minute read #### [Referral Program Design for Advisors: Scripts, Timing, and Tracking](https://partners.planswell.com/blog/referral-program-design-for-advisors-scripts-timing-and-tracking) [![](https://partners.planswell.com/hubfs/That%20Doesn%E2%80%99t%20Burn%20You%20Out.png)](https://partners.planswell.com/blog/how-to-build-a-weekly-prospecting-schedule-that-doesnt-burn-you-out) 4 minute read #### [How to Build a Weekly Prospecting Schedule That Doesn’t Burn You Out](https://partners.planswell.com/blog/how-to-build-a-weekly-prospecting-schedule-that-doesnt-burn-you-out) [![](https://partners.planswell.com/hubfs/Lead%20Generation%20for%20Financial%20Advisors%2012%20Channels%20Ranked%20by%20Effort%20and%20ROI.webp)](https://partners.planswell.com/blog/lead-generation-for-financial-advisors-12-channels-ranked-by-effort-and-roi) 11 minute read #### [Lead Generation for Financial Advisors: 12 Channels Ranked by Effort and ROI](https://partners.planswell.com/blog/lead-generation-for-financial-advisors-12-channels-ranked-by-effort-and-roi) [![](https://partners.planswell.com/hubfs/ROUNDTABLE%20blog-3.png)](https://partners.planswell.com/blog/special-roundtable-session) 5 minute read #### [Special Roundtable Session](https://partners.planswell.com/blog/special-roundtable-session) [![](https://partners.planswell.com/hubfs/2026%20tax-season%20momentum.png)](https://partners.planswell.com/blog/2026-tax-season-momentum) 6 minute read #### [2026 tax-season momentum](https://partners.planswell.com/blog/2026-tax-season-momentum) [![](https://partners.planswell.com/hubfs/The%20January%20Pipeline%20Play.png)](https://partners.planswell.com/blog/the-january-pipeline-play) 5 minute read #### [The January Pipeline Play](https://partners.planswell.com/blog/the-january-pipeline-play) [![](https://partners.planswell.com/hubfs/Simple%20ways%20to%20create%20movement%20in%20stalled%20leads.png)](https://partners.planswell.com/blog/simple-ways-to-create-movement-in-stalled-leads) 5 minute read #### [Simple ways to create movement in stalled leads](https://partners.planswell.com/blog/simple-ways-to-create-movement-in-stalled-leads) [![](https://partners.planswell.com/hubfs/Fee%20language%20for%20advisors.png)](https://partners.planswell.com/blog/fee-language-for-advisors) 4 minute read #### [Fee language for advisors](https://partners.planswell.com/blog/fee-language-for-advisors) [![](https://partners.planswell.com/hubfs/Proof%20stories%20advisors%20can%20tell.png)](https://partners.planswell.com/blog/proof-stories-advisors-can-tell) 3 minute read #### [Proof stories advisors can tell](https://partners.planswell.com/blog/proof-stories-advisors-can-tell) [![](https://partners.planswell.com/hubfs/Executive%20peer%20groups%20for%20advisors%20top%2010%20reasons%20to%20join.png)](https://partners.planswell.com/blog/executive-peer-groups-for-advisors-top-10-reasons-to-join) 2 minute read #### [Executive peer groups for advisors: top 10 reasons to join](https://partners.planswell.com/blog/executive-peer-groups-for-advisors-top-10-reasons-to-join) [![](https://partners.planswell.com/hubfs/10%20money%20beliefs%20that%20stall%20decisions.png)](https://partners.planswell.com/blog/10-money-beliefs-that-stall-decisions) 4 minute read #### [10 money beliefs that stall decisions](https://partners.planswell.com/blog/10-money-beliefs-that-stall-decisions) [![](https://partners.planswell.com/hubfs/Where%20Cold%20Calling%20Goes%20Wrong.png)](https://partners.planswell.com/blog/where-cold-calling-goes-wrong) 4 minute read #### [Where Cold Calling Goes Wrong](https://partners.planswell.com/blog/where-cold-calling-goes-wrong) [![](https://partners.planswell.com/hubfs/Tax%20loss%20harvesting%20that%20does%20not%20break%20the%20portfolio-1.png)](https://partners.planswell.com/blog/tax-loss-harvesting-that-does-not-break-the-portfolio) 5 minute read #### [Tax loss harvesting that does not break the portfolio](https://partners.planswell.com/blog/tax-loss-harvesting-that-does-not-break-the-portfolio) [![](https://partners.planswell.com/hubfs/Social%20Security%20for%20dual%20earners%20simplified.png)](https://partners.planswell.com/blog/social-security-for-dual-earners-simplified) 3 minute read #### [Social Security for dual earners, simplified](https://partners.planswell.com/blog/social-security-for-dual-earners-simplified) [![](https://partners.planswell.com/hubfs/A%20simple%20way%20to%20serve%20clients%20in%20any%20state.png)](https://partners.planswell.com/blog/a-simple-way-to-serve-clients-in-any-state) 5 minute read #### [A simple way to serve clients in any state](https://partners.planswell.com/blog/a-simple-way-to-serve-clients-in-any-state) [![](https://partners.planswell.com/hubfs/The%20age%2063%20surprise.png)](https://partners.planswell.com/blog/the-age-63-surprise) 4 minute read #### [The age 63 surprise](https://partners.planswell.com/blog/the-age-63-surprise) [![](https://partners.planswell.com/hubfs/Charitable%20giving%20that%20moves%20the%20tax%20needle.png)](https://partners.planswell.com/blog/charitable-giving-that-moves-the-tax-needle) 5 minute read #### [Charitable giving that moves the tax needle](https://partners.planswell.com/blog/charitable-giving-that-moves-the-tax-needle) [![](https://partners.planswell.com/hubfs/Cash%20that%20clients%20can%20feel%20good%20about.webp)](https://partners.planswell.com/blog/cash-that-clients-can-feel-good-about) 5 minute read #### [Cash that clients can feel good about](https://partners.planswell.com/blog/cash-that-clients-can-feel-good-about) [![](https://partners.planswell.com/hubfs/Asset%20location%20that%20still%20works.webp)](https://partners.planswell.com/blog/asset-location-that-still-works) 3 minute read #### [Asset location that still works](https://partners.planswell.com/blog/asset-location-that-still-works) Prev [Next](https://partners.planswell.com/blog/author/ben-coleman/page/2) ## Popular ##### [Overcoming 4 Common Objections to Close Financial Planning Clients](https://partners.planswell.com/blog/overcoming-4-common-objections-to-close-financial-planning-clients) 10 minute read ##### [13 Questions for Financial Advisors to Build Rapport with Prospects](https://partners.planswell.com/blog/13-questions-for-financial-advisors-to-build-rapport-with-prospects) 11 minute read ##### [The Story of Planswell](https://partners.planswell.com/blog/the-story-of-planswell) 5 minute read ##### [13 Ways to Connect with Clients Using Analogies](https://partners.planswell.com/blog/13-ways-to-connect-with-clients-using-analogies) 4 minute read TRY RISK FREE! ## Your Opportunities are Waiting Find out why Planswell is the most-requested platform among finance professionals in North America. - 10+ exclusive prospective households per month, guaranteed - World-class training - Beloved financial planning software - Highly complimented support [Book a call](https://partners.planswell.com/meetings/jenm/opportunities) ![Opportunity-cards-bottom-3](https://partners.planswell.com/hubfs/Opportunity-cards-bottom-3.png) [![Planswell](https://partners.planswell.com/hs-fs/hubfs/planswell-logo-green.png?width=395&height=91&name=planswell-logo-green.png "Planswell")](http://planswell.com) - - - - ##### Get in touch - [Contact Us](https://partners.planswell.com/contact-us) - [Schedule a demo](https://partners.planswell.com/meetings/jenm/planswell-demo) - ##### Get to know us - [Reviews](https://partners.planswell.com/case-studies) - [Careers](https://partners.planswell.com/careers) - [Compliance](https://partners.planswell.com/compliance) - ##### Popular searches - [Financial Advisor Leads In New York](https://partners.planswell.com/financial-advisor-leads-new-york) - [Financial Advisor Leads In Los Angeles](https://partners.planswell.com/financial-advisor-leads-los-angeles) - [Financial Advisor Leads In Chicago](https://partners.planswell.com/financial-advisor-leads-chicago) - [Financial Advisor Leads In Phoenix](https://partners.planswell.com/financial-advisor-leads-phoenix) - [Financial Advisor Leads In Houston](https://partners.planswell.com/financial-advisor-leads-houston) - [Finnancial Advisors Leads In Dallas](https://partners.planswell.com/financial-advisor-leads-dallas) - [Financial Advisor Leads In Toronto](https://partners.planswell.com/financial-advisor-leads-toronto) - [Financial Advisor Leads In Vancouver](https://partners.planswell.com/financial-advisor-leads-vancouver) - [Financial Advisor Leads In Florida](https://partners.planswell.com/financial-advisor-leads-florida) - [Financial Advisor Leads In California](https://partners.planswell.com/financial-advisor-leads-california) - [Financial Advisor Leads In Texas](https://partners.planswell.com/financial-advisor-leads-texas) - [Annuity & IUL Leads In California](https://partners.planswell.com/annuity-iul-insurance-leads-california) - [Annuity & IUL Leads In Florida](https://partners.planswell.com/annuity-iul-insurance-leads-florida) - [Annuity & IUL Leads In Texas](https://partners.planswell.com/annuity-iul-insurance-leads-texas) ##### Subscribe to Planswell news Copyright © 2026 Planswell Corp. - [Terms of service](https://partners.planswell.com/terms-of-service) - [Privacy Policy](https://planswell.com/privacy-policy) - [planswell.com](https://planswell.com/?ref=dnc)