Christian: A Win-Win for Everybody

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.