Tyler had tried just about everything to grow his business.
(watch time —1:22)
Tyler spent lots of money on marketing he didn’t know how to do, bought blocks of business that didn’t work out, and everything in between.
When a colleague recommended Planswell to him, he thought “I‘ll give it a shot.” After all, what he was spending on marketing between events, charities, black ties, etc. was basically the same cost.
Once he started receiving Planswell households, however, he realized just how powerful of a tool this was: “The quality of leads is what stands out the most,” he says. “I’m still blown away by it.”
Now he’s bringing in between $1.3 and $4 million in assets each month.
