Andrei has tried his fair share of lead generation—they've all let him down.
(Watch Time—1:05)
Until he tried Planswell, of course. Now, he's got over $10 million in his pipeline thanks to Planswell households.
Where other companies' leads never panned out, Planswell households have made him busier than he can handle.
At this point, 60% of his book is from Planswell, and he just closed a 7 figure client on our platform.
He sums his position up rather concisely: "I love planswell. The leads that I'm getting are by far the best, and as a result I'm getting the best clients I've ever had in my career."
Andrei's advice for new advisors:
Try Planswell.
