Opportunity-cards-2
Planswell Households

Talk to more prospective clients in your area.

Get at least 10 exclusive opportunities a month.
Guaranteed.

7 days risk free

 No-Contract, Transparent Pricing

Green

$449 USD/month

$549 CAD/mo.

+ $199 CAD/USD one-time set-up fee
  • 10 exclusive households per month
  • Financial planning software
  • Planswell nurture suite
  • Ongoing training & support
Gold

$799 USD/month

$899 CAD/mo.

+ $199 CAD/USD one-time set-up fee
  • 25 exclusive households per month
  • Financial planning software
  • Planswell nurture suite
  • Ongoing training & support
Platinum

$1349 USD/month

$1599 CAD/mo.

+ $199 CAD/USD one-time set-up fee
  • 50 exclusive households per month
  • Financial planning software
  • Planswell nurture suite
  • Ongoing training & support
why planswell

How we measure up

mclovin
  Others Planswell
Guaranteed monthly number of prospective clients 10+
Exclusivity
Marketing automation
Unique referral link
Call scripts
Weekly training & support
Cancel anytime
the value

Why You'll Love Planswell

We've heard it time and again from our partners: "Planswell is definitely up there with the best of the best."

Review case studies >>>

HubSpot Video

Prospecting Made Easy

Few financial advisors are marketing experts. The good news—we are and we're in your corner. 

Consumers in your state

1. You decide how many you can handle

You opt in to receive 10, 25, or 50 exclusive households in your state or province per month. Don't worry—you can adjust your needs from month to month.

Consumer discovery

2. We go find them

We get to work marketing for you, fulfilling your order throughout the month. Our digital marketing funnel and planning engine work together to find, attract, and qualify prospects.

You connect

3. We build them a financial plan

We're not done! Prospective clients must answer 40 discovery questions and SMS-validate their phone numbers. They'll receive a free financial plan from us which will instantly appear in your CRM.

INCLUDED with green, gold & platinum

Planswell Nurture Suite

Marketing Automation

We'll nudge your households and remind them to get advice from an expert. Ahem, that's you.

Take Your Time

Continue working your household list as life allows. Your Planswell households will be in your CRM.

The Flexibility You Need

We understand your needs will ebb and flow. We will never lock you into a long-term contract.

Your Households

What the Average Qualified Prospect Looks Like

  • 300K in investable assets
  • 125K annual income
  • Aged 30 - 60
  • Located in your state/province
  • Discovery complete & financial plan in hand
Qualified Users
What you get

Your opportunities, guaranteed

  • Exclusive to you
  • Located within your state or province
  • SMS-validated phone number
  • Instant access to their financial plan
  • 10, 25, or 50 per month —you decide
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