(Don't forget to unmute!)
Background: A Journey of Discovery
Two years ago, George stumbled upon Planswell while searching for planning software. What began as a simple quest for better tools quickly turned into a game-changing opportunity. Over time, with the help of Planswell’s leads, coaching, and Plancraft sessions, George built a thriving practice that has uncovered $210 million in assets, converted $8 million into managed assets, and brought in $45,000 in commissions from life insurance and segregated funds.
Here’s how George achieved these results—and the lessons he learned along the way.
The Results: A Snapshot of Success
- $8M Converted Assets: Generating approximately $80,000 annually in revenue.
- $45K in Insurance Commissions: From life insurance, segregated funds, and similar products.
- $4M Pending: Assets in the pipeline expected to convert within the next couple of months.
- $210M Pipeline Potential: Assets uncovered through Planswell leads, representing massive long-term growth opportunities.
The Strategy: "Go Big or Go Home"
One of the key insights George shares is the importance of committing to a larger lead package. In his words:
“If you're on a 10-lead plan and think you're going to have any progress, you're not. That’s not enough to screw up. You need more. Get on a bigger plan, have some leads to throw away, and don’t be afraid to make mistakes.”
This mindset shift allowed George to take action without the fear of perfection, ultimately creating the momentum needed to uncover significant assets and revenue.
The Role of Planswell: Tools, Leads, and Coaching
From the beginning, Planswell’s ecosystem proved invaluable in building George’s business.
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Coaching with Andy and Ermos:
Early coaching sessions with Planswell’s experts set the foundation for success.“Andy and Ermos were the only decent coaching I had early on, and that was invaluable.”
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The Power of Plancraft:
Plancraft’s regular advisor sessions became a cornerstone of George’s growth, offering actionable insights and peer support.“Plancraft has been immensely helpful to building my business. I try to be on every one of them, but at least a couple of times a month. Honestly, I’d pay for Planswell just to get Plancraft.”
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Learning from Every Call:
Plancraft calls provide an environment for constant learning.“If you can spend an hour and get one or two little things from people—and I always do—it’s worth it. All these little things add up. Any missed opportunity is like a paper cut.”
Lessons Learned
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Commit to Growth:
George credits his success to going “all in” with a robust lead plan. Having enough leads to test and refine his approach was critical to building confidence and results. -
Find Your “Why”:
“Get a reason, get a big enough reason to do this thing.”
Motivation and purpose are the driving forces behind sustained effort and success.
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Lean into the Community:
Regular participation in Plancraft calls provided not only knowledge but also a sense of community and accountability. -
Keep Learning, Always:
“You’re always learning something. Spending an hour to pick up one or two actionable tips is invaluable.”
Looking Ahead: The Pipeline and Beyond
With $4 million pending and a pipeline of $210 million in assets, George’s growth trajectory is remarkable. By continuing to refine his process, lean into Planswell’s resources, and engage with the community, he’s poised for even greater success.
Key Takeaways
- Commitment to a Larger Lead Package: Don’t fear mistakes—embrace them as learning opportunities.
- The Value of Community: Plancraft sessions provide a space for ongoing growth and actionable insights.
- Focus on the Long Game: A strong pipeline isn’t just about short-term wins but sustained success over time.
George’s story is proof that with the right tools, support, and mindset, incredible results are possible.
