--- title: "Ryan: Planswell vs. Cold Calling" description: After just 3 years in financial planning, Ryan landed on the perfect partnership with Planswell and quickly signed a million-dollar client. image: https://partners.planswell.com/hubfs/case%20study%20image%20(7).png --- [![Planswell](https://partners.planswell.com/hs-fs/hubfs/planswell-logo-green.png?width=395&height=91&name=planswell-logo-green.png "Planswell")](http://planswell.com) [Planswell features](https://partners.planswell.com/advisors) Free resources [About us](https://partners.planswell.com/who-we-are) [Schedule demo](https://partners.planswell.com/meetings/jenm/grow) ![](https://partners.planswell.com/hubfs/Navigation%20-%202025%20Files/Menu.svg) [![](https://partners.planswell.com/hubfs/Navigation%20Images/test.png)](https://partners.planswell.com/software) Software [![](https://partners.planswell.com/hubfs/Navigation%20Images/training.png)](https://partners.planswell.com/training) Training [![](https://partners.planswell.com/hubfs/Navigation%20Images/show.png)](https://partners.planswell.com/live-show) Live Show [![](https://partners.planswell.com/hubfs/Navigation%20Images/book.png)](https://partners.planswell.com/free-ebook-financial-advisor-sales-training) How To Sell eBook [![](https://partners.planswell.com/hubfs/Navigation%20Images/blog.png)](https://partners.planswell.com/blog) Blog Planswell features Free resources ![](https://partners.planswell.com/hubfs/Navigation%20-%202025%20Files/chevron-down.svg) [![](https://partners.planswell.com/hubfs/Navigation%20Images/test.png) Software](https://partners.planswell.com/software) [![](https://partners.planswell.com/hubfs/Navigation%20Images/training.png) Training](https://partners.planswell.com/software) [![](https://partners.planswell.com/hubfs/Navigation%20Images/show.png) Live Show](https://partners.planswell.com/software) [![](https://partners.planswell.com/hubfs/Navigation%20Images/book.png) How to Sell eBook](https://partners.planswell.com/software) [![](https://partners.planswell.com/hubfs/Navigation%20Images/blog.png) Blog](https://partners.planswell.com/software) About us Schedule demo ![](https://partners.planswell.com/hubfs/Navigation%20-%202025%20Files/x.svg) # Ryan: Planswell vs. Cold Calling ![Planswell Transformed My Practice](https://partners.planswell.com/hubfs/case%20study%20image%20(7).png) ## Ryan is having his best year in business. *(Watch time: 3:52) * A year ago, he found Planswell. He quickly signed a large, million-dollar client. "You guys have transformed my practice," he told us. After just three years in the industry, he landed on "the perfect partnership" with Planswell. Like many who are new to the business, he tried to manage his own digital marketing to no avail. Even more common, he burned through a lot of cash and got no results.  Today, he's using Planswell and client referrals exclusively to grow his business.  "This has been a game changer. By far my best year," he said. Not surprisingly, Ryan also tried cold calling before discovering Planswell. "That kind of sucks— nobody wants to get that and they're not going to be forthcoming with their information," he said.  "\[With Planswell\] I like that these are people who know they need some help...It's a really nice foot in the door with people who are engaged and attentive." He added the households' self-reported data typically proves to be accurate.  Ryan shared his feedback on some of Planswell's other perks for partners: Executive Peer Groups: Ryan was paired with a couple of more experienced advisors for his Plancraft executive peer group and benefits from their wisdom. Their professional facilitator, Isabel, is "amazing" he says, explaining how she moves the discussions forward. "We're all holding each other accountable," he said. Software: "For ease of use, I love what you guys have most. It's simple and straightforward." Ryan is also impressed by Planswell's ongoing innovation of the technology. Training: The most valuable part of his Planswell partnership is the training, says Ryan.  "The sales skills are what I *really* needed to learn."  The Script: "I love the script," he said, emphasizing the value of a repeatable process that's been rigorously tested.   "The value is unreal," said Ryan, "I'd almost say charge more."  ### Ryan's Advice for New Partners: - You have to be able to approach, speak, and connect with people personally. - For more receptive prospects, learn how to make a good first impression. ###### Sharing is caring! [![Share on linkedin](https://partners.planswell.com/hs-fs/hubfs/linkedin-color.png?width=24&name=linkedin-color.png)](http://www.linkedin.com/shareArticle?mini=true&url=https://partners.planswell.com/case-studies/ryan-planswell-vs-cold-calling&utm_medium=social&utm_source=linkedin) [![Share on facebook](https://partners.planswell.com/hs-fs/hubfs/facebook-color.png?width=24&name=facebook-color.png)](http://www.facebook.com/share.php?u=https://partners.planswell.com/case-studies/ryan-planswell-vs-cold-calling&utm_medium=social&utm_source=facebook) [![Share on twitter](https://partners.planswell.com/hs-fs/hubfs/twitter-color.png?width=24&name=twitter-color.png)](https://twitter.com/intent/tweet?original_referer=https://partners.planswell.com/case-studies/ryan-planswell-vs-cold-calling&utm_medium=social&utm_source=twitter&url=https://partners.planswell.com/case-studies/ryan-planswell-vs-cold-calling&utm_medium=social&utm_source=twitter&source=tweetbutton&text=) [![](https://partners.planswell.com/hubfs/judy%20fifth%20call.png)](https://partners.planswell.com/case-studies/my-first-planswell-client) #### [[My First Planswell Client](https://partners.planswell.com/case-studies/my-first-planswell-client)](https://partners.planswell.com/case-studies/my-first-planswell-client) [![Mike Casey Planswell](https://partners.planswell.com/hubfs/case%20study%20image%20(16).png)](https://partners.planswell.com/case-studies/mike-other-software) #### [[Mike: Planswell vs. Other Software](https://partners.planswell.com/case-studies/mike-other-software)](https://partners.planswell.com/case-studies/mike-other-software) [![Planswell](https://partners.planswell.com/hs-fs/hubfs/planswell-logo-green.png?width=395&height=91&name=planswell-logo-green.png "Planswell")](http://planswell.com) - - - - ##### Get in touch - [Contact Us](https://partners.planswell.com/contact-us) - [Schedule a demo](https://partners.planswell.com/meetings/jenm/planswell-demo) - ##### Get to know us - [Reviews](https://partners.planswell.com/case-studies) - [Careers](https://partners.planswell.com/careers) - [Compliance](https://partners.planswell.com/compliance) - ##### Popular searches - [Financial Advisor Leads In New York](https://partners.planswell.com/financial-advisor-leads-new-york) - [Financial Advisor Leads In Los Angeles](https://partners.planswell.com/financial-advisor-leads-los-angeles) - [Financial Advisor Leads In Chicago](https://partners.planswell.com/financial-advisor-leads-chicago) - [Financial Advisor Leads In Phoenix](https://partners.planswell.com/financial-advisor-leads-phoenix) - [Financial Advisor Leads In Houston](https://partners.planswell.com/financial-advisor-leads-houston) - [Finnancial Advisors Leads In Dallas](https://partners.planswell.com/financial-advisor-leads-dallas) - [Financial Advisor Leads In Toronto](https://partners.planswell.com/financial-advisor-leads-toronto) - [Financial Advisor Leads In Vancouver](https://partners.planswell.com/financial-advisor-leads-vancouver) - [Financial Advisor Leads In Florida](https://partners.planswell.com/financial-advisor-leads-florida) - [Financial Advisor Leads In California](https://partners.planswell.com/financial-advisor-leads-california) - [Financial Advisor Leads In Texas](https://partners.planswell.com/financial-advisor-leads-texas) - [Annuity & IUL Leads In California](https://partners.planswell.com/annuity-iul-insurance-leads-california) - [Annuity & IUL Leads In Florida](https://partners.planswell.com/annuity-iul-insurance-leads-florida) - [Annuity & IUL Leads In Texas](https://partners.planswell.com/annuity-iul-insurance-leads-texas) ##### Subscribe to Planswell news Copyright © 2026 Planswell Corp. - [Terms of service](https://partners.planswell.com/terms-of-service) - [Privacy Policy](https://planswell.com/privacy-policy) - [planswell.com](https://planswell.com/?ref=dnc) ```json { "@context" : "https://schema.org", "@type" : "VideoObject", "contentUrl" : "https://8068816.fs1.hubspotusercontent-na1.net/hubfs/8068816/Testimonials/Ryan_%20Industry%20Newcomer_1.mp4", "dateModified" : "2022-02-10T16:10:31.556Z", "description" : "", "duration" : "PT3M53S", "height" : 720, "name" : "Ryan_ Industry Newcomer_1", "thumbnailUrl" : "https://api.hubspot.com/filemanager/api/v3/files/thumbnail-redirect//55677794723?portalId=8068816&size=medium&t=1632180077053", "uploadDate" : "2021-09-20T20:58:20.689Z", "width" : 1280 } ```