Partner Success Interview with Jeff Goldmintz

(Watch Time—1:58)

By the numbers

• Time with Planswell: 6 months
• New revenue so far: 10,500 USD
• New AUM so far: about 600,000 USD
• Current hot pipeline: about 3,000,000 USD AUM
• Activity spikes: up to five meetings in a single day
• Starting package: Green 

The starting line

Jeff came in like a lot of advisors do. Curious. A little skeptical. He wanted to expand marketing and decided to give Planswell a try. The early days were bumpy. Cold calls felt clunky. Meetings did not flow. He thought he could wing it. Then he showed up to Plancraft and the story changed.

The turn

Two simple moves made a big difference.

1. Coaching over guessing
   Jeff stopped winging it and started using the shared scripts and the call cadence that Plancraft teaches. The result was a repeatable pattern he could run on any day, even on the days that do not feel perfect.

2. People over product
   He flipped the focus in first meetings. A quick personal intro so the prospect sees the human. Then he spends the rest of the time on their world. Goals. Friction. Tradeoffs. That single shift unlocked trust and better conversations.

The slide that flips decisions

Jeff added a one-page visual he calls the cost of inaction. It adds up the real price of doing nothing across taxes, investing, estate plans, and missed opportunities. It sits in the deck as a single slide. It hits hard without feeling pushy. In one conversation a prospect compared her current experience to a single holiday letter each year. Jeff asked a simple question. Is that letter worth three million dollars. The room went quiet. Decisions grew easier after that.

Proof that the model works

• First conversion came from a Planswell household
• New revenue has reached 10,500 USD so far
• New AUM sits around 600,000 USD so far
• The hot pipeline is about 3,000,000 USD AUM
• Some days he books up to five meetings

It is not hype. It is momentum. Jeff talks openly about rejection in the first month and how a few small tweaks in Plancraft changed the outcomes. He did not chase a magic line or a miracle script. He learned to stack small wins.

The rhythm that keeps results coming

Jeff runs on little wins. Answer the phone. Book the meeting. Deliver the one-page plan. Get the next meeting. The target is simple. One new person per month. Twelve per year. Some are small. Some are large. The year adds up either way.

When a big prospect shows up, the mindset stays the same. Do not stare at the number. Run the process. That keeps the conversation calm and the follow-through consistent.

Tools inside Planswell that help

• A simple, action-based dashboard
  Jeff organizes his lanes by what he needs to do next. New. Calling. Booked. Warm. Nothing fancy. Just clear buckets that support the day’s work.
• Built-in organization
  Notes, history, and next steps live where he works. That makes it easier to pick up a thread without rethinking the whole relationship.
• Help when you need it
  Videos, scripts, and live coaching in Plancraft turn stuck moments into small adjustments. One tweak can lift conversion without changing your entire approach.

Persistence that respects people

Jeff keeps calling until someone asks him not to. When they do, he honors it and moves them to do not contact. Out of about 100 contacts he has only three in that bucket. Persistence fills the calendar. Respect builds reputation.

What you can borrow today

1. Show up to Plancraft
   This is where small tweaks stack into real change. Bring real calls. Bring real questions. Borrow what works.
2. Use a one-page plan
   Keep the first meeting short and simple. Focus on the prospect’s world. Leave with one clear next step.
3. Add the cost of inaction slide
   Quantify what waiting really costs. Let the math carry the weight of the argument so you do not have to.
4. Organize the day around actions
   New. Calling. Booked. Warm. Clear lanes make it easier to move work forward.
5. Chase small wins
   One new person per month becomes a strong year. The pipeline will reflect the habit.
6. Stay human
   Lead with a tiny slice of your life so people see the person, not just the pitch. Then listen. Ask better questions. Let them talk.

Why this matters

Jeff’s first month had plenty of rejection. Six months later he has a first conversion from a Planswell household, steady new revenue, six figures of new AUM, and a hot pipeline near three million dollars. The change did not come from a clever line. It came from a system he could run on any day. Community. Coaching. Consistency. That is what Planswell brings to the table.

If you want help setting up your dashboard lanes or you want a copy-and-paste cost of inaction slide, say the word and I will spin it up.

Watch the full episode here!