--- title: "Bobby Ewan: Every Advisor Needs This!" description: Hear from Planswell Partner Bobby Ewan image: https://partners.planswell.com/hubfs/bobby.webp --- [![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) # Bobby Ewan: Every Advisor Needs This! ![](https://partners.planswell.com/hubfs/bobby.webp) *(Don't forget to unmute!)* **Facing New Challenges** Imagine moving to a brand new city with zero contacts. That was Bobby’s reality when he landed in North Dallas from Chicago. But instead of hitting the panic button, Bobby found his secret weapon: Planswell. **Discovering the Planswell Edge** Right off the bat, Bobby was drawn to Planswell’s promise—not just leads, but a full-on support system to help him establish his footprint in Texas. The platform wasn't just another tool; it was a game changer, offering everything from lead generation to community support, making his transition smoother and way more fun. **Kickstarting with Planswell** Bobby jumped into Planswell about a month before we caught up with him, a tough time during the holiday slow season. But with Planswell’s robust tools, he kept his new client pipeline flowing better than ever. **Plancraft: The Community Game Changer** A major highlight for Bobby was Plancraft, where he could mingle, exchange pro-tips, and grow alongside fellow advisors. It’s like having constant backup, ensuring he’s never flying solo. **The Wins Keep Coming** Thanks to Planswell, Bobby quickly expanded his client base and boosted his income, proving that the right tools can really make a dent in your success rates. His initial doubts vanished as he saw his practice bloom, fueled by quality leads and stellar support from the Planswell team. **Bobby’s Rave Review** “Jumping into Planswell gave my practice the turbo boost it needed right when I landed in Texas. It’s more than just leads; it’s about building lasting relationships and getting a whole toolkit that grows with you. PlanCraft, especially, has been a game changer, keeping me connected and in tune with the pulse of the industry.” **What’s Next for Bobby?** Bobby’s not just sticking around; he’s planning to dive even deeper into the Planswell universe. His story isn’t just about overcoming relocation challenges—it’s about thriving with the right resources at your fingertips. ###### Sharing is caring! 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