The Team in Your Corner
We’re committed to your success. Once you enroll, you'll have access to register for near-daily support with our trainers and executive team.
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Ermos Erotocritou, CFP®, CPCA
Having built a highly successful division managing well over $2 billion dollars in AUM, Ermos Erotocritou brings his passion and expertise to Planswell partners. Amassing over 20 years of industry experience, he was ranked as one of Canada's top regional directors for 10 consecutive years.
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Eric Arnold
As CEO & co-founder of Planswell, Eric enjoys inspiring financial advisors while leading the vision for a high-talent team dispersed around the world. He previously worked as a financial advisor at two of Canada's top firms, developed about a dozen startups, and created more than $400 million of value through digital marketing.
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How to Close 95%
by Eric Arnold
While in college, Eric Arnold knocked on doors to sell residential window cleaning services. Through testing and refining, he earned a legendary 95% close rate—and the best education of his life.
Eric regularly shares his sales formula to inspire Planswell volunteers who are on the front lines of making quality financial advice accessible to all
While in college, Eric Arnold knocked on doors to sell residential window cleaning services. Through testing and refining, he earned a legendary 95% close rate—and the best education of his life.
Eric regularly shares his sales formula to inspire Planswell volunteers who are on the front lines of making quality financial advice accessible to all
What People Say About Our Training
Chris B.
I've learned more about sales in 3 months than in the past 25 years in the industry.
Ed H.
I like the short and sweet approach with the videos. It's a two-track approach...the training videos are there as an introduction, and the advisor platform is there for more in-depth training. Overall, I have found it very helpful.
Ryan W.
The training is very good. I have 20 years financial services leadership training and have participated in all of the videos and read through all of the Planswell material...I have picked up a few good tips and it has been a helpful reminder.
Bill H.
I am blown away by the level of thoroughness of the training you have provided.
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