--- title: "Judy: Planswell vs. Lead Lists" description: Judy was skeptical of Planswell because she's tried lead generation services in the past. In her first 2 months, she engaged two million-dollar clients. image: https://partners.planswell.com/hubfs/case%20study%20image%20(10).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) # Judy: Planswell vs. Lead Lists ![](https://partners.planswell.com/hubfs/case%20study%20image%20(10).png) ## As a successful advisor, Judy has tried all kinds of avenues to speak to more prospective clients. *(watch time: 4 minutes)* Lead lists are full of garbage and a waste of money, says the advisor from North Virginia. "Advisors tend to get pretty cynical about any lead system because we get bombarded every day," says Judy. Yet, she was curious about Planswell and decided to give it a shot because "there is no contract so you don't have the fear that you just signed up for a year-long nightmare." She was pleasantly surprised by the support network. In her first month, she became engaged with a million-dollar client. In month two, she began speaking with a two-million dollar client. "As you know with Planswell leads, it takes one to make your whole year," says Judy. ### Judy's Advice for New Partners: - Don't stress about your conversion rate. - Everything you do well will take repetition. - Everyone can be good at consistency. ###### Sharing is caring! [![Share on linkedin](https://partners.planswell.com/hs-fs/hubfs/linkedin-color.png?width=24&name=linkedin-color.png)](http://www.linkedin.com/shareArticle?mini=true&url=https://partners.planswell.com/case-studies/judy-planswell-vs.-lead-lists&utm_medium=social&utm_source=linkedin) [![Share on facebook](https://partners.planswell.com/hs-fs/hubfs/facebook-color.png?width=24&name=facebook-color.png)](http://www.facebook.com/share.php?u=https://partners.planswell.com/case-studies/judy-planswell-vs.-lead-lists&utm_medium=social&utm_source=facebook) [![Share on twitter](https://partners.planswell.com/hs-fs/hubfs/twitter-color.png?width=24&name=twitter-color.png)](https://twitter.com/intent/tweet?original_referer=https://partners.planswell.com/case-studies/judy-planswell-vs.-lead-lists&utm_medium=social&utm_source=twitter&url=https://partners.planswell.com/case-studies/judy-planswell-vs.-lead-lists&utm_medium=social&utm_source=twitter&source=tweetbutton&text=) [![Andrei: I love planswell](https://partners.planswell.com/hubfs/Case%20Study%20Backgrounds%20(5).png)](https://partners.planswell.com/case-studies/andrei) #### [[Andrei: I Love Planswell](https://partners.planswell.com/case-studies/andrei)](https://partners.planswell.com/case-studies/andrei) [![Larsen Lorenz for Planswell](https://partners.planswell.com/hubfs/case%20study%20image%20(15).png)](https://partners.planswell.com/case-studies/larsen-unique-referral-link) #### [[Larsen: Your Unique Referral Link](https://partners.planswell.com/case-studies/larsen-unique-referral-link)](https://partners.planswell.com/case-studies/larsen-unique-referral-link) TRY RISK FREE! ## Your opportunities are waiting - At least 10 exclusive opportunities a month. Guaranteed. - World-class sales training. - Our beloved financial planning software. Schedule a demo ![Opportunity-cards-bottom-3](https://partners.planswell.com/hubfs/Opportunity-cards-bottom-3.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) - - - - ##### Get in touch - [Contact Us](https://partners.planswell.com/contact-us) - [Schedule a demo](https://partners.planswell.com/meetings/jenm/planswell-demo) - ##### Get to know us - [Reviews](https://partners.planswell.com/case-studies) - [Careers](https://partners.planswell.com/careers) - [Compliance](https://partners.planswell.com/compliance) - ##### Popular searches - [Financial Advisor Leads In New York](https://partners.planswell.com/financial-advisor-leads-new-york) - [Financial Advisor Leads In Los Angeles](https://partners.planswell.com/financial-advisor-leads-los-angeles) - [Financial Advisor Leads In Chicago](https://partners.planswell.com/financial-advisor-leads-chicago) - [Financial Advisor Leads In Phoenix](https://partners.planswell.com/financial-advisor-leads-phoenix) - [Financial Advisor Leads In Houston](https://partners.planswell.com/financial-advisor-leads-houston) - [Finnancial Advisors Leads In Dallas](https://partners.planswell.com/financial-advisor-leads-dallas) - [Financial Advisor Leads In Toronto](https://partners.planswell.com/financial-advisor-leads-toronto) - [Financial Advisor Leads In Vancouver](https://partners.planswell.com/financial-advisor-leads-vancouver) - [Financial Advisor Leads In Florida](https://partners.planswell.com/financial-advisor-leads-florida) - [Financial Advisor Leads In California](https://partners.planswell.com/financial-advisor-leads-california) - [Financial Advisor Leads In Texas](https://partners.planswell.com/financial-advisor-leads-texas) - [Annuity & IUL Leads In California](https://partners.planswell.com/annuity-iul-insurance-leads-california) - [Annuity & IUL Leads In Florida](https://partners.planswell.com/annuity-iul-insurance-leads-florida) - [Annuity & IUL Leads In Texas](https://partners.planswell.com/annuity-iul-insurance-leads-texas) ##### Subscribe to Planswell news Copyright © 2026 Planswell Corp. - [Terms of service](https://partners.planswell.com/terms-of-service) - [Privacy Policy](https://planswell.com/privacy-policy) - [planswell.com](https://planswell.com/?ref=dnc) ```json { "@context" : "https://schema.org", "@type" : "VideoObject", "contentUrl" : "https://8068816.fs1.hubspotusercontent-na1.net/hubfs/8068816/Testimonials/Judy_%20Planswell%20vs.%20Lead%20Lists_1.mp4", "dateModified" : "2022-02-10T16:10:31.459Z", "description" : "", "duration" : "PT4M3S", "height" : 720, "name" : "Judy_ Planswell vs. Lead Lists_1", "thumbnailUrl" : "https://api.hubspot.com/filemanager/api/v3/files/thumbnail-redirect//55679051088?portalId=8068816&size=medium&t=1632180123860", "uploadDate" : "2021-09-20T21:19:52.366Z", "width" : 1280 } ```