--- title: Financial Advisor Leads In Chicago | Planswell description: Planswell connects financial advisors in Chicago with training, financial planning software, and the generation of exclusive household opportunities every month, guaranteed. Try risk free. image: https://partners.planswell.com/hubfs/10%20potential%20clients%202.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?hsLang=en) Free resources [About us](https://partners.planswell.com/who-we-are?hsLang=en) [Schedule demo](https://partners.planswell.com/meetings/jenm/grow?hsLang=en) ![](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?hsLang=en) Software [![](https://partners.planswell.com/hubfs/Navigation%20Images/training.png)](https://partners.planswell.com/training?hsLang=en) Training [![](https://partners.planswell.com/hubfs/Navigation%20Images/show.png)](https://partners.planswell.com/live-show?hsLang=en) Live Show [![](https://partners.planswell.com/hubfs/Navigation%20Images/book.png)](https://partners.planswell.com/free-ebook-financial-advisor-sales-training?hsLang=en) How To Sell eBook [![](https://partners.planswell.com/hubfs/Navigation%20Images/blog.png)](https://partners.planswell.com/blog?hsLang=en) 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?hsLang=en) [![](https://partners.planswell.com/hubfs/Navigation%20Images/training.png) Training](https://partners.planswell.com/software?hsLang=en) [![](https://partners.planswell.com/hubfs/Navigation%20Images/show.png) Live Show](https://partners.planswell.com/software?hsLang=en) [![](https://partners.planswell.com/hubfs/Navigation%20Images/book.png) How to Sell eBook](https://partners.planswell.com/software?hsLang=en) [![](https://partners.planswell.com/hubfs/Navigation%20Images/blog.png) Blog](https://partners.planswell.com/software?hsLang=en) About us Schedule demo ![](https://partners.planswell.com/hubfs/Navigation%20-%202025%20Files/x.svg) # Grow Your Client List With Leads In Chicago We know what it takes for financial advisors to grow their client list, month after month. Planswell users that follow our system consistently onboard clients with more than $425k in investable assets and over $200k in annual income. [Check Eligibility](https://meetings.hubspot.com/jenm/grow-now) ![New-Client-From-Planswell](https://partners.planswell.com/hubfs/New-Client-From-Planswell.webp "New-Client-From-Planswell") ## What Is Planswell? Planswell offers a complete system that will help you book more calls and close more business. Since 2021 we’ve connected advisors to a combined $271 billion in investable assets. ![customer journey](https://partners.planswell.com/hubfs/customer%20journey.webp) ### Exclusive Households in Real Time Qualified households delivered exclusively to your CRM at the very moment they express interest in planning for their future. ![02 customer journey sml](https://partners.planswell.com/hubfs/02%20customer%20journey%20sml.png) ### Your Own Call Center Let Planswell do the dialing. We'll call your households for you, with the goal of booking discovery calls. Think of us as your personal booking assistant! ![Support](https://partners.planswell.com/hubfs/Support.webp) ### Extensive Support Network With 1:1 coaching, executive peer groups, sales training, and an encyclopedic knowledge base, we'll put the work in to make sure you find success. ![house](https://partners.planswell.com/hs-fs/hubfs/house.webp?width=250&height=253&name=house.webp "house") ### Average Planswell Household In Chicago ### $425k Investable Assets ### $200k Annual Income ### 30% Booking Rate ## What People Are Saying Previous Next ## Software That Makes Your Conversations Better ###### Automated Emails Automatically send engaging emails to your clients and prospects with a simple touch of a button. ###### Free Referral Code Easily bring your own clients and prospects into the CRM for free with a unique referral code and link. ###### Disposition Clients Our simple CRM allows you to easily disposition clients and take detailed notes to track their progress. ## So Many Ways To Grow Planswell's system works for everyone, whether you've been an advisor 3 weeks or 30 years. Engaging with our training and onboarding program has proven to improve advisors' success, even for those who've been in the game a long time. ![1:1 Training](https://partners.planswell.com/hubfs/training.webp) ### 1:1 Training Our team is here to help you succeed. Schedule a 1:1 call with them at any time to roleplay responding to objections, practice delivering your script authentically, hone your close, or work on anything else you'd like an extra set of eyes on. ![plancraft](https://partners.planswell.com/hubfs/plancraft.webp) ### Plancraft Groups Every week, Planswell advisors get on a call to share success stories, troubleshoot pain points, and support those who need it. Attendance at these meetings is proven to improve advisors' close rates. ![andy-and-ermos](https://partners.planswell.com/hubfs/andy-and-ermos.webp) ### Andy & Ermos Tune into our weekly live show with expert advisors Andy & Ermos. They'll inspire you to achieve more and empower you with tips, stories, best practices, special guests, and more. JOIN FREE! ### New Households are Building Plans in Chicago Find out why Planswell is the most-requested platform among financial professionals in North America. - Exclusive households in Illinois - World-class training - Beloved financial planning software - Highly complimented support     [![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?hsLang=en) - [Privacy Policy](https://planswell.com/privacy-policy) - [planswell.com](https://planswell.com/?ref=dnc)