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When it comes to financial planning, results matter. Advisors who partner with Planswell are not only seeing incredible growth in their business but also achieving an impressive return on their investment. Let's see how advisors are using Planswell to maximize their ROI and take their practices to new heights.
Seeing Real Returns
The numbers speak for themselves. Advisors using Planswell have consistently reported making $15 for every $1 invested. This isn’t just about financial gains—it’s about the tangible impact that effective planning and streamlined client acquisition can have on growing a practice.
For example, one advisor shared that within just four months of using Planswell, they’ve added $5.1 million in assets under management (AUM) and written over $250,000 in life insurance premiums. Another advisor mentioned the feeling of waking up every Monday to a "new bank" of leads—like Christmas morning. Planswell provides advisors with high-quality leads, giving them the chance to grow their business consistently.
How Does Planswell Boost ROI?
Planswell isn’t just another tool; it’s a comprehensive partner in an advisor’s success. Here are some of the key reasons why advisors are seeing such incredible returns:
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Quality Leads: Planswell connects advisors with households that are ready to engage. No more cold calling or prospecting without direction—just solid leads that are interested in financial planning and willing to take the next step.
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Streamlined Client Acquisition: With new leads coming in regularly, advisors can focus on what they do best—providing value to clients. Advisors have shared that their pipelines are consistently full, with dozens of cases in progress and even more new opportunities coming in week after week.
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Diversified Opportunities: Planswell doesn’t just help with investments; it’s a way for advisors to grow all areas of their business. From adding assets under management to writing insurance policies, Planswell creates opportunities across multiple revenue streams.
Real Stories, Real Impact
One advisor shared that their first sale after joining Planswell paid for six months of their subscription. From there, their pipeline grew rapidly—adding AUM, selling annuities, and writing significant insurance premiums. This kind of growth is not just about numbers; it’s about stability, confidence, and the ability to keep scaling.
Another advisor mentioned closing over $2 million in AUM and writing $30,000 in insurance premiums, highlighting how Planswell's steady stream of quality leads enables them to grow their practice efficiently. It’s safe to say that for these advisors, the investment in Planswell has already paid for itself—and then some.
Why ROI with Planswell Is Different
It’s not just the dollar-for-dollar return that sets Planswell apart. It’s also the time savings and the ability to build deeper relationships with clients. Instead of spending hours searching for prospects, advisors can spend their time having meaningful conversations and helping clients reach their financial goals.
Planswell’s approach makes every dollar and every minute count. With a focus on delivering value, generating consistent opportunities, and helping advisors do what they do best, it’s easy to see why the ROI with Planswell is so high.
Ready to See These Results for Yourself?
If you’re ready to grow your business, increase your AUM, and make the most of your time and resources, Planswell can help you do just that. Our partners are achieving incredible results—$15 for every $1 invested—and your practice could be next.
Check out the full video to hear directly from advisors who are seeing the impact firsthand. You’ll learn how they’re using Planswell to scale their business and deliver better outcomes for their clients.
