--- title: "Christian: A Win-Win for Everybody" description: Christian says Planswell is like college for the real world. He didn't just get leads from us; he learned to be a better salesman and a better advisor. image: https://partners.planswell.com/hubfs/Case%20Study%20Backgrounds%20(1)-1.png --- [![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) # Christian: A Win-Win for Everybody ![Christian: A Win-Win for Everybody](https://partners.planswell.com/hubfs/Case%20Study%20Backgrounds%20(1)-1.png) ## Christian sees Planswell as "a college education but for real life...for sales." *(Watch Time — 4:51)* Just like your first week at college can be a bit overwhelming, acclimating to the Planswell process can be...a lot.  "You just have to submit yourself to the process," Christian says. "It's a bit like weight loss." You have to let go of your preconceptions and adapt some new mindsets. Christian told himself "I'm just going to do the best I can at it and be open minded," and boy did it pay off for him.  He started with 10 leads a month, and after onboarding $2 million in AUM from Planswell households, he jumped up to 50.  "It's work," Christian admits. You're not going to magically close 5 deals your first month without trying. "You have to be up late, do your emails...you have to go get it." Once you do, however, "it's a win-win for everybody." ## Christian's advice for new advisors:  - Set realistic expectations — it will take time to build trust and rapport.  - Call your leads right away. That way, they can't say "I don't know what Planswell is" because they *just* filled out their questionnaire 2 minutes ago.  - It may take time to grow, but eventually things will snowball.  ###### Sharing is caring! 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