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Start each week with Andy & Ermos LIVE  | Mondays at 1 pm ET

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PLANSWELL Legends

Meet Your Hosts

Andy & Ermos will  inspire you to achieve more and empower you with tips, stories, best practices, special guests, and more. 

Andy Cosby

G.O.A.T.
  • Independent financial advisor & GREATEST OF ALL TIME Planswell sales manager
  • Master at building rapid rapport and overcoming sales objections
  • Trains and coaches hundreds of advisors weekly

Ermos Erotocritou

CFP®, CPCA
  • Certified Financial Planner® & Certified Professional Consultant on Aging 
  • Nationally top-ranked director with 20+ years experience
  • Led team managing over $2 billion AUM

WOW! What a BOOTCAMP in handling objections! Couldn't keep up with writing down everything. Was running out of paper and ink...Sure to become a video I refer back to often. Hard to believe that after 40+ years in professional sales there is still this much one can learn!

Dan Anders, CFP, TEC
The Wealth Protector
Featured

On-Demand Episodes

Our Advisor HQ contains thousands of hours of recorded content created specifically to empower and enlighten financial advisors, and it's totally free! Create a free account for full access to Advisor HQ.

Featuring (3)

In this episode of our weekly show, Andy & Ermos LIVE,  hear from Mike, an advisor who is one month into a Planswell partnership. 

Judy Balloff

In just a few months with Planswell, Judy's partnership has paid for itself many times over. She'll share the secrets of her success with you on Andy & Ermos LIVE.

Larsen Lorenz

Hear how Larsen closed the biggest client of his career in his first month with Planswell and learn how to replicate his success on Andy & Ermos LIVE.

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We've got a seat for you.

Start your week with a dose of inspiration, wisdom, shop talk, and more on Andy & Ermos LIVE. 

  • Industry trends
  • Best practices
  • New ideas
  • Special guests
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virtual BGs (3)