Picture of Jen Mastrud

Jen Mastrud

Planswell Chief Marketing Officer

Nick Giovannetti Planswell

1 minute read

Nick: Planswell vs. the Golf Course

Mike Casey Planswell

2 minute read

Mike: Planswell vs. Other Software

Larsen Lorenz for Planswell

1 minute read

Larsen: Your Unique Referral Link

The tools i need

1 minute read

Vince: Planswell vs. Seminar Marketing

1 minute read

Judy: Planswell vs. Lead Lists

Planswell Transformed My Practice

2 minute read

Ryan: Planswell vs. Cold Calling

1 minute read

Bob & Ross: Tried Everything

1 minute read

Blake: Planswell ROI

1 minute read

Skylar: Planswell vs. Doing It Yourself

Nobody Else Cares

1 minute read

Josh: Planswell vs. the Competition

Popular

George- Allow Yourself Some Room for Error

3 minute read

Tiki Sperl: Mission Before Commission

1 minute read

Reno- In This Business You Are Either Growing or Dying

1 minute read

David- Planswell is for Everyone!

1 minute read

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Test the Planning Experience

See how your next clients will experience Planswell by going through our 40-question discovery process. When you use our test link, you'll see a replica of the actual household experience, but you will not be assigned to a local advisor.

flags  Click here to test the US Planning Engine

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household experience