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There’s nothing quite like landing that first client—it’s a milestone that brings a rush of excitement, a boost of confidence, and a sense of validation. For many of our partner advisors, their first Planswell client was not just a business success but also a moment that set the stage for future growth. In this blog post, we’re sharing the stories of four advisors who all took different paths to their first big win with Planswell, showing how perseverance, connection, and a bit of hustle can lead to great outcomes.
Andrei: Building Confidence and Finding the Right Clients
Andrei’s journey to his first client was all about building confidence and finding the right audience. Starting out, he struggled to get in front of the right people—until Planswell helped expand his reach. After growing his list from 10 to 50 prospects, Andrei felt the momentum shift, and soon, he landed his first Planswell client. It was a big transfer from a major bank—a husband and wife, both high earners and wonderful people. Andrei loves working with clients who are as motivated and successful as he is, and since joining Planswell, he's been busier than ever.
Judy: The Power of Persistence
Judy’s story is a testament to the power of persistence. She followed her usual process—calling, texting, calling again. On the fifth call, her prospect finally answered, and that’s when the magic happened. Judy met with the client and her fiancé for lunch, and they quickly started making big moves. From million-dollar key-man insurance policies to group benefits for their business, Judy’s dedication paid off. Her first Planswell client led to around $15,000 in commission, with more still to come. Her advice? Never stop at three calls—sometimes it’s the fifth that makes all the difference.
Mike: Building Trust with High-Net-Worth Clients
For Mike, his first Planswell client was a partner at a major law firm—a high-net-worth individual with $3 million in assets. They started small, with a $500,000 investment, because Mike wanted to build trust first. The client’s brother, who is also an advisor, was planning to retire, and Mike’s patience and willingness to build a long-term relationship positioned him perfectly to take over. Mike’s story shows that sometimes, it’s not about rushing in but rather building trust and being there for the long haul.
Philip: Persistence Pays Off Big
Philip’s journey to his first Planswell client took some serious persistence. He followed up multiple times, faced cancellations, and even had his prospect go dark for a while. But Philip didn’t give up. He made one more call, and finally, the client picked up. After a tough conversation, Philip offered to meet the client at home instead of the office. That personal touch made all the difference. Philip spent three hours with the client and his wife, and they ended up writing $1.6 million in business. His persistence paid off with a $92,000 commission, proving that sticking with it, even when it gets tough, can lead to massive success.
Final Thoughts
These stories are just a few examples of what’s possible when you combine hard work, a supportive partnership, and a willingness to go the extra mile. Landing that first client is a major milestone, and for these advisors, it was just the beginning. Whether it’s making that extra call, showing up in person, or taking the time to build a strong foundation of trust, the key is perseverance.
If you’re a financial advisor looking to grow your practice and connect with clients who are ready to take action, Planswell can help you get there. Just ask Andrei, Judy, Mike, and Philip—sometimes, it’s that first client that makes all the difference.
