Josh spent over $4,000 and half a year working with a Planswell competitor.
(watch time: 2:26)
"The support and responsiveness from the Planswell team—that's a huge difference. That's way more than anyone else," says Josh in a chat with Planswell CEO Eric Arnold.
"That was really painful," he said. Josh paid over twice as much with them and found the competitor's lead generation and support to be lacking. "Their price point was more than 2x per lead and the quality was really dubious."
The biggest letdown: "You're just a number."
Josh realized the key ingredient for him isn't actually in the prospective clients. "It's the content and the support," said Josh. With the competition, there's no content, no personal touch, and no personal investment, he says. "You can tell the Planswell people give a $#!%....It makes it a really good value."
In his video testimonial, Josh mentions Planswell's ongoing webinars, scripts, and training— content that's been painstakingly curated and tested to set advisors up for success. Planswell partners also have access to a robust Advisor HQ, a dedicated facilitator, peer leadership, twice-weekly open Q&A calls with company leaders, networking events, and more.
Advice from Josh for new partners:
- Until you make it, you always need several channels working simultaneously so you can put a good month or a good quarter together.