--- title: Plancraft Blog (2) description: Level up your financial planning practice. (2) --- [![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 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finance business [![](https://partners.planswell.com/hubfs/3%20Steps%20to%20Transform%20First%20Meetings.png)](https://partners.planswell.com/blog/3-steps-to-transform-first-meetings) 6 minute read #### [3 Steps to Transform First Meetings](https://partners.planswell.com/blog/3-steps-to-transform-first-meetings) [![](https://partners.planswell.com/hubfs/Advisor%20Blog%20Feature%20Imagesdd.png)](https://partners.planswell.com/blog/long-term-care-funding-for-clients-hybrid-vs-traditional-vs-self-funding) 5 minute read #### [Long-term care funding for clients: hybrid vs traditional vs self-funding](https://partners.planswell.com/blog/long-term-care-funding-for-clients-hybrid-vs-traditional-vs-self-funding) [![](https://partners.planswell.com/hubfs/h.png)](https://partners.planswell.com/blog/dont-let-your-crm-become-a-graveyard) 4 minute read #### [Don’t Let Your CRM Become a Graveyard: How to Use It Like a Pro](https://partners.planswell.com/blog/dont-let-your-crm-become-a-graveyard) 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