
Talk to more prospective clients in your area.
Get at least 10 exclusive opportunities a month.
Guaranteed.
No-Contract, Transparent Pricing
$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
$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
$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
How we measure up

Others | Planswell | |
---|---|---|
Guaranteed monthly number of prospective clients | 10+ | |
Exclusivity | ||
Marketing automation | ||
Unique referral link | ||
Call scripts | ||
Weekly training & support | ||
Cancel anytime |
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."
Prospecting Made Easy
Few financial advisors are marketing experts. The good news—we are and we're in your corner.

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.

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.

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.
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.
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

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
.png)