Are you a financial advisor looking to grow your business this year? Would you benefit from a system of support that includes executive peer groups, coaching, and tools to help streamline your practice? What if you could access all of this value without having to pay anything?
If you’ve heard of Planswell, you may think we’re a lead generation company — we’re not. While it’s true that we offer paid subscription plans that give partners access to exclusive households interested in building financial plans at the moment they express interest, we do so much more for our partners.
In fact, the vast majority of our service offerings are available for free. So, if you’ve been holding back on getting acquainted with Planswell on account of not wanting to pay for a subscription, keep reading.
Here’s everything you can get from a partnership with Planswell that won’t cost you a dime.
Simple, Effective Financial Planning Software
We have a whole blog on the value of our software, so we won’t go into too much detail here, but suffice it to say Planswell’s financial planning engine is impressive: it creates custom financial plans for interested households based on 40+ data points input during discovery automatically. (That’s right, it builds the plans for you!)
Even better, it gives our partner advisors complete control over these plans, so they can be tweaked and modified as life progresses and circumstances change. One of our partner advisors, Mike, really appreciates how simple it makes the process of building a financial plan compared to using other software:
“I would look at clients and their eyes would glaze over as I’m asking them all these questions, all these variables, and then MY eyes are glazing over.” Our software, on the other hand: “It’s simple, it’s effective, and it gets people engaged with financial planning. I think it’s a game changer.”
Whether or not you pay for access to our household generation service (which, just for the record, is worth every penny), you can use our software to support your own business for free.
Our software does more than just build plans for your clients. It offers a streamlined CRM where you can add your own prospects, track individual progress, and create task lists related to each individual with whom you work.
Ultimately, if you prefer (or are required to use) other software, you can export all your households’ data from our platform easily with the click of a button.
Software Training
If you use our software and want to make sure you’re getting the most out of it, or if you have questions about how to execute particular functionality, we offer live software training every week.
Every Thursday, Scott Wetton, our COO and Software Superhero (that’s an unofficial title), hosts a webinar where he runs through our software’s basic functionality and fields questions on how to maximize the value our partners get from it.
So, whether you can’t remember how to update a client’s insurance information or you want to learn how to account for upcoming medical expenses, Scott has you covered.
Advisor HQ
Scott’s great and all, but we don’t want to leave everything up to him (he does have other responsibilities, after all). Advisor HQ is our encyclopedic archive of training materials, phone scripts, webinars on demand, inspiration, and more. You can learn just about anything about how to be a more effective and successful financial advisor in Advisor HQ.
All of this knowledge is yours for the taking, and you don’t have to pay anything to get it.
Plancraft Groups
Being a self-motivated go-getter is all well and good, but sometimes it’s nice to have a group of like-minded peers to bounce ideas off and hold you accountable for getting on that phone and making calls.
Plancraft is Planswell’s executive peer groups, meeting every week on rotating days to discuss tactics (what’s working and what isn’t), problem-solve pain points, and offer general community support in whatever way members need.
Not only is Plancraft full of the most successful partner advisors in the game, but our data shows that advisors who regularly attend Plancraft meetings actually improve their success rate, regardless of where they start.
Scripts
Whether you have a paid plan or a free one, we want all of our partner advisors to find success so we share our tried-and-true sales scripts with them all.
Trust me, when we say tried-and-true, we mean it. These babies have been tested and rewritten so many times we lost count. The count, however, is not what’s important. What’s important is they work. Like, really well.
We have several scripts available, each of which has been designed by a master salesman.
Andy Cosby — Andy is a Planswell legend. Before he worked with us, he used our services and sold more life insurance policies than basically anyone on the planet. Once we scooped him up, he wrote up a script based on his tactics for our partner advisors to use.
Eric Arnold — long before our founder and CEO was either of those things, he honed his sales chops in college selling window cleaning services door-to-door. He was wildly successful, closing his clients at a whopping 95%. He’s transferred his window pitch into the financial planning world, and created a call script anyone can use to close financial planning clients. (He also wrote a book about his winning sales methodology, which you can read here for free.)
Our partners who use the script understand just how well it works. George, in particular, has a lot to say about how well it works: “the script has been fabulous…it’s completely changed [my practice].” In fact, he wishes he could go bonk anyone who’s having a hard time on the head and say “here’s the script. Just use this.”
Unique Referral Link
What if your clients could click on a link (or scan a QR code), fill out a 40-question form, and they would appear in your CRM with a complete financial plan already built?
What would it mean for your business if you could focus on optimizing pre-built plans for prospects who demonstrate inherent interest in planning for their financial future rather than convincing prospects to meet with you for hours to build a plan?
At Planswell, we give all of our partner advisors (even the ones who don’t pay us anything) a unique referral link/QR code so they can do just that. Put it on your business card, link it on your website, send it in emails, graffiti it on your wall, the world is your oyster.
Whatever you decide to do with it, your unique referral link will make onboarding new clients easier for you, and the clients. That’s what we call a win-win situation!
Support
Here at Planswell, we want all of our partners to find success because that means helping the most individuals make excellent plans to be able to retire sooner, more comfortably, and with more money.
To that end, we offer a ton of support to our partners to facilitate their success. From the software training, to coaching meetings, to our help hotline , if you need anything, we’re here.
Josh, one of our partner advisors, says this is one of the biggest differences working with Planswell. “The support and responsiveness from the Planswell team…it’s way more than anyone else.”
Whereas he felt like he was “just a number” with other companies, “you can tell the Planswell people give a $#!%.” He’s right. We do.
Free Households!
Interested in speaking to Planswell households to grow your business? Yes, it’s true—we have subscription tiers for those looking for a guaranteed number of opportunities each month, but you can also score some prospects for free. This is ideal for those who like to “try before you buy.”
There are multiple ways you can bank some bonus households, from completing our online training curriculum to referring colleagues. Look for the Planswell Circle tab when you log into the platform for easy ways to get in on this.
Planswell: Value at Every Level
Whether you subscribe to one of our paid tiers or choose to utilize our free services, we’re confident you’ll find value in your relationship with Planswell.
What’s more, it’s easy to change your subscription level if you decide you want to dig in or hit pause.
To recap, here’s a quick summary of the benefits you get from a Planswell partnership, for free:
- Financial Planning Software: client-led financial planning software complete with CRM and task manager. Everything you need to grow your business and help more households in one convenient platform.
- Software Training: weekly live training sessions with COO and software expert Scott Wetton. Learn basic functionality, advanced tricks, and ask any questions you might have about how to make the most of the platform.
- Advisor HQ: an encyclopedic archive of self-guided training and help articles. Everything from software guidance to webinars on demand to sales tactic training.
- Plancraft: our Planswell-specific executive peer groups — a great place to bounce ideas off other advisors, troubleshoot pain points, or collaborate on growing business.
- Scripts: these tried-and-true scripts have been tested and rewritten and then tested again more times than we can count. They work — we checked.
- Unique Referral Link: this link and QR code can be used as a prospecting tool and to onboard new clients. It will direct anyone who clicks or scans it to our discovery questionnaire and then deposit them — with all of their information — along with their pre-built financial plan into your Planswell CRM.
- Free Households: want to try out our prospecting service without paying for it? We’re game for that — because we know you’ll be back for more.
At the end of the day, we help financial advisors run more effective, more successful businesses, no matter what level they choose to engage with our services. And, of course, we’re also fairly certain you’ll want to get more involved once you’ve experienced our free account.
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