The First 3 Things You Need To Do
Verify your Caller ID is set up right
One of the biggest problems people see with Planswell is caller ID. The best way to display your caller ID is like this:
- Make sure that your Caller ID displays your First and Last name only
- Avoid using business numbers, leaving blanks, or using nicknames
Review the Script
A navigator would never go to sea without a map, and you should never make a call without a good script (i.e. the one we give you). We've tested it; it works. Practice your call script to ensure you’re able to execute it with a naturally curious and assertive tone.
Cold-Call Role Play
Cold-call an MPS manager after you've understood the script and before you start dialling to develop more impactful techniques. Receive a bonus household when you successfully cold-call your MPS.
Register for Achieving Success with Scott & Eric
Learn how to get the most from Planswell with co-founders Eric Arnold and Scott Wetton.
5 things you need to do on every call
Always Double Dial!
Many people leave the call screening features built into their phones turned on at all times. What this screening tech does is stop the phone from ringing whenever they receive a call from an unknown number.
By double-dialing (allowing the first call to ring through to voicemail and then calling again immediately), you will bypass the screening technology on the second call attempt, and their phone will ring. It's a proven strategy that many successful professionals use to achieve a higher response rate.
Call with the right cadence
Make 2–3 calls to each household per week until you’re able to have a conversation. Keep this cadence for 3–4 weeks and remember to adjust the time at which you call to catch them at a more opportune time.
Don't leave voicemails
While this might seem counterintuitive, we don’t recommend leaving voicemails, texts, or follow-up emails when you don’t get someone on the phone. We have tested this idea with 100s of advisors and every time it comes back worse.
The best way to get people on the phone is to keep with the same cadence.
Build Rapid Rapport
Express genuine interest in the lives of the households you call, be empathetic towards their needs and pain points, and be overall genuine and authentic in your conversation.
Respond to Objections
Understand the difference between an objection and rejection and how to deal with objections.
Register for Important Training Sessions
Plancraft
We've assembled your brain trust! As a Planswell partner, you're invited to tap into a community of growth-minded advisors throughout North America. Lean in and you'll find this is your can't-miss meeting of the month.
Live Software Training
Nobody knows more about Planswell software than COO Scott Wetton. Lucky for the rest of us, he's willing to teach us his cool tricks and smart hacks.
Andy & Ermos
Start your week with legends Andy Cosby and Ermos Erotocritou, CFP. They'll inspire you to achieve more and empower you with tips, stories, best practices, special guests, and more.
Expert Testimonials
Advisor HQ
Advisor HQ is the central place to find answers to the majority of the questions you might have. Navigate hundreds of self-help resources whenever you are in a pinch or want to understand a feature.
Not seeing the answer you are looking for? Email support@planswell.com