Vince: Planswell vs. Seminar Marketing

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Vince used to do seminar marketing, then the pandemic hit.

(watch time: 2:32)

"Nobody wants to go to a seminar, and everybody wants to work from home," said Vince, a longtime Planswell partner.  "It's hard to get motivated with this pandemic."

Recognizing the industry had changed, Vince realized he needed to modernize his practice and partnered with Planswell. He came for the prospecting, but found something else far more valuable. "What I really appreciate about Planswell, it isn't about the leads. It's about the support around everything."

Vince is a regular attendee at Planswell's twice-weekly Office Hours, an open forum for partners to ask questions and get support from company leaders. He also finds value in his executive peer group, "It's good to have peers to talk to."

Overall, Vince has found a supportive community in Planswell at a time when colleagues are struggling with feelings of isolation. "I had my skepticism, but I like the people."

Vince's Advice for New Partners:

  • Don't look at the plan
  • Just call
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