why planswell
How we measure up
| Others | Planswell | |
|---|---|---|
| Guaranteed monthly number of prospective clients |  |
10+ |
| Exclusivity | |
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| Marketing automation | |
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| Unique referral link | |
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| Call scripts | |
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| Weekly training & support | |
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| Cancel anytime | |
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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.
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
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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