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When Jack Harmatuk decided to take his financial advising career to the next level, he knew he needed an innovative approach to reach more clients and grow his practice. Traditional cold calling felt outdated and inefficient, and Jack was searching for a solution that connected him directly with people who were actively looking for financial planning. That’s when he discovered Planswell.
From Cold Calls to Warm Leads
Jack was intrigued by Planswell’s process, which matches financial advisors with people actively seeking help in managing their personal finances. The idea that he could speak directly to individuals who were already interested in financial planning seemed too good to be true. But after picking up the phone and following Planswell’s laid-out process, Jack quickly realized it works.
In his own words, “Planswell takes people who are actively looking for financial planning and pairs them together with just one advisor.” Jack’s first experience with Planswell proved to be a game-changer for his practice.
Real Results Right from the Start
During his initial engagement, Jack received 10 leads from Planswell. Out of those 10, he spoke with four clients—an impressive hit rate right off the bat. Even better, one of those leads closed, setting the tone for a strong start to the year. As Jack put it, “One of them closed, which is what got me here today.”
That first closed client was not only significant in terms of timing but also in terms of assets. The client initially mentioned having $1.5 million in assets, but after reviewing their orphan 401(k)s and other holdings, Jack discovered the actual total was closer to $2.7 million. This was an incredible opportunity for Jack, and it highlighted just how valuable Planswell’s leads can be.
Warm Leads and Lasting Connections
But that wasn’t all. Another lead from Jack’s first 10 was still warm and in communication, showing the long-term potential of Planswell’s platform. “One of the other ones is still a pretty warm lead,” Jack shared, noting that ongoing conversations with this client represented an additional $1.8 million in assets.
With one closed deal and another promising lead in the works, Jack was able to see the immediate value Planswell brought to his practice. The fact that his first set of leads led to nearly $4.5 million in assets under management demonstrated the effectiveness of the platform’s matching process.
Mimicking the Planswell Process
What made Jack’s experience so successful was how easy it was to integrate Planswell’s approach into his existing workflow. By simply picking up the phone and following the steps Planswell laid out, Jack was able to start meaningful conversations with clients who were already interested in financial planning. “You pick up the phone, mimic the process that Planswell has laid out, and it works,” he said.
This approach stood in stark contrast to traditional cold calling. Rather than spending hours trying to convince uninterested individuals to hear him out, Jack was now connecting with people who were actively seeking help. The difference in quality of conversations was night and day, and it made Jack’s job as an advisor far more fulfilling.
Looking Ahead
As Jack continues to work with Planswell, he’s excited about the future. His initial success has not only provided a strong financial foundation for the year but also proven that Planswell’s system is the key to efficient client acquisition. Jack’s experience shows how the platform helps financial advisors reach individuals who are ready and willing to take control of their financial future.
For Jack Harmatuk, Planswell was the perfect solution to an age-old problem. In an industry where time and effort can often feel wasted on cold leads, Planswell delivers warm, high-quality connections that lead to real results. With nearly $4.5 million in assets under management from just two leads, it’s clear that Jack’s decision to partner with Planswell has already paid off—and the future looks even brighter.
