--- title: "Matthew: A Unique Approach" description: Matthew is taking his work with Planswell to the next level. image: https://partners.planswell.com/hubfs/Case%20Study%20Backgrounds-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) # Matthew: A Unique Approach ![Matthew: A Unique Approach](https://partners.planswell.com/hubfs/Case%20Study%20Backgrounds-1.png) *(Watch Time — 1:35)* ## Matthew is taking his work with Planswell to the next level.  Matthew believes all advisors have the same issue: client acquisition. “You’re successful or not,” he says, “not because you’re smart, but because you can acquire assets: clients.” Planswell has a unique approach to acquiring clients.  “When you have a financial plan sitting in front of you,” Matthew points out, you can see “3, 4, maybe 5 different ways…where you’ll get revenue *and* be able to help the client out.”  And, because all Planswell households SMS validate their phone numbers, all you have to do is call.  Matthew has already booked $5.1 million in AUM from Planswell households, and he’s just getting started. “I’m literally going to build a business” based off of Planswell’s services. “That alone explains how important Planswell is.”  ## Matthew's advice for New Advisors: - Expect 10% of the households you receive to become clients (you’ll do better than that, but set that as your expectation).  - **BUT**, it’s not a guarantee every single month, it’s an average over time. It might take you 2 or 3 months to get that first client.  - The more households you get, the more clients you’ll get. It’s a simple numbers game.  - Planswell's subscription fee is a tax write off, so don't stress about it.  ###### Sharing is caring! 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