--- title: "Dan: A Pipeline of Qualified Prospects" description: Dan knows all too well that one of the biggest problems with being in business is a lack of qualified prospects. image: https://partners.planswell.com/hubfs/11-1.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) [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) # Dan: A Pipeline of Qualified Prospects ![Dan Andrews Planswell](https://partners.planswell.com/hubfs/11-1.png) ## Dan knows all too well that one of the biggest problems with being in business is a lack of qualified prospects. (watch time: 2:10) He admits, *"Unless you're really technically proficient, trying to figure out how to get your name out there and how to extract leads and referrals ... is really hard."* If Dan wanted a steady stream of referrals, he knew he had to take the step to actually subscribe to a service that would provide that steady stream of qualified prospects he was seeking. This would also allow Dan to dedicate more time to his area of strength versus marketing and social media, at which he indicates he is less proficient. *"I definitely feel not only the value of the households, Dan affirms, but the support of the \[Planswell\] organization. Like the training, the system, the coaching, is of immense value."* Most people who subscribe to something similar want to see results right away, however Dan realized quickly that Planswell's approach isn't about making quick sales, but about building a pipeline of qualified prospects. Dan’s first sale came in his third month, which paid for six months of his subscription. ### Here are Dan's results\* / pipeline after 4 months of leads: - 23 cases in the pipeline / that are hot - 31 cases open / in progress - 10 cases in the queue to be called - You don't have to jump in too hot and heavy; you can scale up and down as you wish - 3 additional meetings with new households \*individual results vary ###### Sharing is caring! [![Share on linkedin](https://partners.planswell.com/hs-fs/hubfs/linkedin-color.png?width=24&name=linkedin-color.png)](http://www.linkedin.com/shareArticle?mini=true&url=https://partners.planswell.com/case-studies/a-pipeline-of-qualified-prospects&utm_medium=social&utm_source=linkedin) [![Share on facebook](https://partners.planswell.com/hs-fs/hubfs/facebook-color.png?width=24&name=facebook-color.png)](http://www.facebook.com/share.php?u=https://partners.planswell.com/case-studies/a-pipeline-of-qualified-prospects&utm_medium=social&utm_source=facebook) [![Share on twitter](https://partners.planswell.com/hs-fs/hubfs/twitter-color.png?width=24&name=twitter-color.png)](https://twitter.com/intent/tweet?original_referer=https://partners.planswell.com/case-studies/a-pipeline-of-qualified-prospects&utm_medium=social&utm_source=twitter&url=https://partners.planswell.com/case-studies/a-pipeline-of-qualified-prospects&utm_medium=social&utm_source=twitter&source=tweetbutton&text=) [![Nick Giovannetti Planswell](https://partners.planswell.com/hubfs/case%20study%20image%20(17).png)](https://partners.planswell.com/case-studies/planswell-vs-golf-course) #### [[Nick: Planswell vs. the Golf Course](https://partners.planswell.com/case-studies/planswell-vs-golf-course)](https://partners.planswell.com/case-studies/planswell-vs-golf-course) [![Nobody Else Cares](https://partners.planswell.com/hubfs/case%20study%20image%20(4).png)](https://partners.planswell.com/case-studies/planswell-vs-competition) #### [[Josh: Planswell vs. the Competition](https://partners.planswell.com/case-studies/planswell-vs-competition)](https://partners.planswell.com/case-studies/planswell-vs-competition) [![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) ```json { "@context" : "https://schema.org", "@type" : "VideoObject", "contentUrl" : "https://8068816.fs1.hubspotusercontent-na1.net/hubfs/8068816/Dan%20Anders%20-%20Testimonial.mp4", "dateModified" : "2022-11-28T20:51:09.323Z", "duration" : "PT2M10.048S", "height" : 720, "name" : "Dan Anders - Testimonial", "thumbnailUrl" : "https://api-na1.hubapi.com/filemanager/api/v3/files/thumbnail-redirect/93386894951?portalId=8068816&size=medium", "uploadDate" : "2022-11-28T20:50:29.481Z", "width" : 1280 } ```