Rodrigo & Bobby: This is Invaluable

Rodrigo & Bobby have a GREAT thing going with Planswell.

(watch time —4:43)

When Bobby imagines prospecting in the world of financial advising, he thinks of a nightclub full of people talking about finance and retirement. Outside, there's a long line of advisors all waiting to get in.

With Planswell, he says, "I get to tip the bouncer to let me in." 

It gets better from there: "When I get inside, I see all these potential clients and they have a scoreboard on top of their head because Planswell gives me, before even talking to them, a 90% fact finder." 

At that point, all he has to do is "put on [his] dance moves" and it moves from there. 

Being armed with information going into prospecting calls is all well and good, but Rodrigo (Bobby's business partner) notes that the real-time delivery of households sets Planswell apart even more. 

"The key to success," he says, "is getting them while they're hot." 

At Planswell, you get to do just that: we send our advisors household information the moment they finish filling out our 40 question discovery survey (and we send you their answers, too). 

Bobby's so excited about getting new Planswell households, "every Monday is like Christmas" to him. 

Rodrigo & Bobby's Advice for New Partners: 

1. In order to accurately assess anything, you need to try it for a minimum of 90 days — Planswell is no different. 
2. The more the merrier — if you're not doing 25 to 50 leads a month, you're not even getting started. 
3. The best time to call your next lead is right after you book an appointment. Use the momentum to build energy and you'll be more successful on your next calls.