--- title: Case Studies | Ben Coleman description: Don't take it from us. Hear what Planswell partners say about the real value of their partnership—it's a whole new approach to financial planning. --- [![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) # Ben Coleman [![](https://partners.planswell.com/hubfs/jeff.png)](https://partners.planswell.com/case-studies/partner-success-interview-with-jeff-goldmintz) 5 minute read #### [Partner Success Interview with Jeff Goldmintz](https://partners.planswell.com/case-studies/partner-success-interview-with-jeff-goldmintz) [![There's glory times ahead](https://partners.planswell.com/hubfs/Case%20Study%20Backgrounds-Sep-21-2023-06-39-12-5350-PM.png)](https://partners.planswell.com/case-studies/bill) 1 minute read #### [Bill: The Odds are In Our Favor](https://partners.planswell.com/case-studies/bill) [![Alex: better than cold calling](https://partners.planswell.com/hubfs/Case%20Study%20Backgrounds%20(3).png)](https://partners.planswell.com/case-studies/alex) 1 minute read #### [Alex: Way Better Than a Cold Call](https://partners.planswell.com/case-studies/alex) [![Andrei: I love planswell](https://partners.planswell.com/hubfs/Case%20Study%20Backgrounds%20(5).png)](https://partners.planswell.com/case-studies/andrei) 3 minute read #### [Andrei: I Love Planswell](https://partners.planswell.com/case-studies/andrei) [![](https://partners.planswell.com/hubfs/Case%20Study%20Backgrounds-4.png)](https://partners.planswell.com/case-studies/george) 0 minute read #### [George: People stay on the phone. It's ridiculous.](https://partners.planswell.com/case-studies/george) [![](https://partners.planswell.com/hubfs/Case%20Study%20Backgrounds-2.png)](https://partners.planswell.com/case-studies/rodolfo-all-it-takes-is-one-call) 1 minute read #### [Rodolfo: All it takes is one call](https://partners.planswell.com/case-studies/rodolfo-all-it-takes-is-one-call) [![Christian: A Win-Win for Everybody](https://partners.planswell.com/hubfs/Case%20Study%20Backgrounds%20(1)-1.png)](https://partners.planswell.com/case-studies/christian-a-win-win-for-everybody) 1 minute read #### [Christian: A Win-Win for Everybody](https://partners.planswell.com/case-studies/christian-a-win-win-for-everybody) [![Matthew: A Unique Approach](https://partners.planswell.com/hubfs/Case%20Study%20Backgrounds-1.png)](https://partners.planswell.com/case-studies/matthew-a-unique-approach) 1 minute read #### [Matthew: A Unique Approach](https://partners.planswell.com/case-studies/matthew-a-unique-approach) [![This is invaluable](https://partners.planswell.com/hubfs/Case%20Study%20Backgrounds%20(2)-1.png)](https://partners.planswell.com/case-studies/rodrigo-and-bobby) 1 minute read #### [Rodrigo & Bobby: This is Invaluable](https://partners.planswell.com/case-studies/rodrigo-and-bobby) [![](https://partners.planswell.com/hubfs/Case%20Study%20Backgrounds%20(1200%20%C3%97%20788%20px).png)](https://partners.planswell.com/case-studies/tyler) 1 minute read #### [Tyler: Cheaper than Marketing on My Own](https://partners.planswell.com/case-studies/tyler) Prev [Next](https://partners.planswell.com/case-studies/author/ben-coleman/page/2) ## Popular ##### [George- Allow Yourself Some Room for Error](https://partners.planswell.com/case-studies/georgebiggar) 3 minute read ##### [Phil: The Most Profitable Part of My Business](https://partners.planswell.com/case-studies/the-most-profitable-part-of-my-business) 1 minute read ##### [Brooks- Turning Patience into Profit](https://partners.planswell.com/case-studies/brooks) 3 minute read ##### [Partner Success Interview with Jeff Goldmintz](https://partners.planswell.com/case-studies/partner-success-interview-with-jeff-goldmintz) 5 minute read TRY It ## Test the Planning Experience See how your next clients will experience Planswell by going through our 40-question discovery process. 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