--- title: Plancraft Blog | Kristina Smith description: VP Partnerships, Planswell --- [![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) ![Picture of Kristina Smith](https://partners.planswell.com/hubfs/headshots%20(3).png) # Kristina Smith VP Partnerships, Planswell [![](https://partners.planswell.com/hubfs/Ultimate%20Agenda%20for%20Winning%20Clients.png)](https://partners.planswell.com/blog/ultimate-agenda-for-winning-clients) 3 minute read #### [Ultimate Agenda for Winning Clients](https://partners.planswell.com/blog/ultimate-agenda-for-winning-clients) [![](https://partners.planswell.com/hubfs/building%20trust-1.png)](https://partners.planswell.com/blog/building-and-maintaining-client-trust-in-the-digital-age) 2 minute read #### [Building and Maintaining Client Trust in the Digital Age](https://partners.planswell.com/blog/building-and-maintaining-client-trust-in-the-digital-age) [![](https://partners.planswell.com/hubfs/by%20Easing%20Prospects%20Anxiety.png)](https://partners.planswell.com/blog/how-to-boost-bookings-and-conversions-by-easing-prospects-anxiety) 3 minute read #### [How to Boost Bookings and Conversions by Easing Prospects' Anxiety](https://partners.planswell.com/blog/how-to-boost-bookings-and-conversions-by-easing-prospects-anxiety) [![](https://partners.planswell.com/hubfs/vBest%20Tools%20for%20Financial%20Advisors.png)](https://partners.planswell.com/blog/best-tools-for-financial-advisors) 2 minute read #### [Best Tools for Financial Advisors](https://partners.planswell.com/blog/best-tools-for-financial-advisors) [![](https://partners.planswell.com/hubfs/meet%20more%20prospects-1.png)](https://partners.planswell.com/blog/how-to-get-and-keep-more-meetings-with-prospects) 2 minute read #### [How To Get and Keep More Meetings With Prospects](https://partners.planswell.com/blog/how-to-get-and-keep-more-meetings-with-prospects) [![](https://partners.planswell.com/hubfs/Why%20Summer%20is%20the%20Best%20Time%20to%20Prospect.gif)](https://partners.planswell.com/blog/why-summer-is-the-best-time-to-prospect) 3 minute read #### [Why Summer is the Best Time to Prospect](https://partners.planswell.com/blog/why-summer-is-the-best-time-to-prospect) [![](https://partners.planswell.com/hubfs/Advisor%20Blog%20Feature%20Images.gif)](https://partners.planswell.com/blog/setting-goals-for-growth-and-happiness) 2 minute read #### [Setting Goals for Growth and Happiness](https://partners.planswell.com/blog/setting-goals-for-growth-and-happiness) [![](https://partners.planswell.com/hubfs/5%20Things%20Preventing%20Financial%20Advisors%20From%20Being%20Successful.png)](https://partners.planswell.com/blog/5-things-preventing-financial-advisors-from-being-successful) 2 minute read #### [5 Things Preventing Financial Advisors From Being Successful](https://partners.planswell.com/blog/5-things-preventing-financial-advisors-from-being-successful) [![](https://partners.planswell.com/hubfs/prospect.png)](https://partners.planswell.com/blog/prospect-like-a-winner) 3 minute read #### [Prospect Like A Winner](https://partners.planswell.com/blog/prospect-like-a-winner) [![](https://partners.planswell.com/hubfs/10strategies.png)](https://partners.planswell.com/blog/top-10-calling-strategies-to-explode-your-results) 2 minute read #### [Top 10 Calling Strategies to Explode Your Results](https://partners.planswell.com/blog/top-10-calling-strategies-to-explode-your-results) [![](https://partners.planswell.com/hubfs/QUANTIFIED.webp)](https://partners.planswell.com/blog/your-value-as-an-advisor-quantified) 2 minute read #### [Your Value as an Advisor QUANTIFIED](https://partners.planswell.com/blog/your-value-as-an-advisor-quantified) [![](https://partners.planswell.com/hubfs/Advisor%20Blog%20Feature%20Images-May-31-2024-08-42-09-0375-PM.png)](https://partners.planswell.com/blog/first-call-message) 3 minute read #### [Making The First Call](https://partners.planswell.com/blog/first-call-message) [![](https://partners.planswell.com/hubfs/How%20does%20Planswell%20Create%20Financial%20Plans.png)](https://partners.planswell.com/blog/how-does-planswell-create-financial-plans) 5 minute read #### [How does Planswell Create Financial Plans?](https://partners.planswell.com/blog/how-does-planswell-create-financial-plans) [![](https://partners.planswell.com/hubfs/gold%20and%20platinum.png)](https://partners.planswell.com/blog/gold_and_platinum_plan) 2 minute read #### [Gold and Platinum Plan Benefits](https://partners.planswell.com/blog/gold_and_platinum_plan) [![PLANSWELL HOUSEHOLDS](https://partners.planswell.com/hubfs/How%20do%20Planswell%20Households%20Differ%20from%20Other%20Prospects.png)](https://partners.planswell.com/blog/how-do-planswell-households-differ-from-other-prospects) 2 minute read #### [How do Planswell Households Differ from Other Prospects?](https://partners.planswell.com/blog/how-do-planswell-households-differ-from-other-prospects) [![Financial Advisors Can Disconnect](https://partners.planswell.com/hubfs/blog%20FB%201200x700%20(27).png)](https://partners.planswell.com/blog/yes-financial-advisors-can-disconnect.-heres-how) 6 minute read #### [Yes, Financial Advisors Can Disconnect. 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