Andrei has tried his fair share of lead generation—they've all let him down.
(Watch Time—1:05)
For financial advisors, finding the right households to grow their business can be challenging. Andrei, a successful wealth management advisor, was no stranger to this struggle. He had tried multiple prospecting services but found himself frustrated with poor results—until he partnered with Planswell.
Since joining, Andrei has built a pipeline worth over $10 million year-to-date, attributed 60% of his wealth management clients to Planswell households, and closed the largest client of his career—a seven-figure account. This is his story.
The Challenge: Unreliable Lead Generation Services
Before working with Planswell, Andrei was investing in various lead generation services, hoping to connect with quality prospects. Unfortunately, the results fell short.
“I’ve bought leads from a few more lead generation companies, and none of them have been working for me,” he shared.
Despite his best efforts, Andrei struggled to find households that matched his ideal client profile. He felt that other services provided unqualified prospects, leading to wasted time and energy.
The Solution: Planswell’s Exclusive Households
Andrei discovered Planswell and quickly saw a stark difference in quality. With Planswell’s exclusive, verified households, Andrei was not just busy—he was more successful than ever.
“The leads that I’m getting are by far the best, and as a result, I’m getting the best clients that I have ever had in my career,” Andrei explained.
Planswell’s tailored approach, which delivers exclusive households in his target area, allowed Andrei to focus on meaningful conversations with motivated prospects. The impact was immediate: he became busier than he could handle.
“Since I’ve been with Planswell, I’ve been more busy than I can handle,” he said.
The Results: Career-Best Achievements
1. Building a $10M+ Pipeline
Year-to-date, Andrei has generated over $10 million in pipeline opportunities, a level of success he attributes directly to Planswell.
2. Closing 60% of Wealth Management Clients from Planswell
Planswell households have become the backbone of Andrei’s business. 60% of his wealth management clients have come directly from Planswell households, highlighting the consistent quality of prospects he’s receiving.
3. Landing His Biggest Client Yet
In February, Andrei achieved a major milestone in his career: closing his largest client ever, with seven-figure assets under management.
“This was the biggest client as far as assets under management since I started in this business. It’s a seven-figure number, thanks to Planswell,” he shared.
The ability to connect with high-net-worth clients has helped Andrei elevate his business and achieve goals that once seemed out of reach.
Why Andrei Loves Planswell
When asked about his experience with Planswell, Andrei is clear: the partnership has been transformational.
“I love Planswell—super supportive, you know, at any level,” he said.
He praises not just the quality of the households provided but also the ongoing support and resources Planswell offers. The combination of top-tier prospects and a dedicated support team has helped Andrei thrive.
Andrei’s advice for other financial advisors?
“Yes, anybody who wants to try, you should, in my opinion,” he said confidently.
Final Thoughts
Andrei’s story is a testament to the impact Planswell can have on a financial advisor’s business. From building a $10M+ pipeline to closing his biggest client ever, Planswell’s exclusive households and unwavering support have empowered Andrei to take his practice to new heights.
If you’re a financial advisor looking to connect with high-quality households and grow your business, Planswell could be the game-changer you’ve been searching for.
Ready to build your pipeline and find your next big client?
