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INCLUDED

Highly Rated Advisor Training & Support

We do things a little differently around here. From the top down, we're all hands on deck when it comes to making advisors successful.

ONGOING TRAINING

The Team in Your Corner

We’re committed to your success throughout the life of your partnership and beyond. That’s why all partners have regular, ongoing access to our trainers and executive team via unstructured, ask-me-anything style sessions conducted twice per week. Our most successful partners lean into the collective mindshare on these valuable calls.

Ermos Erotocritou

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

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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Lukasz Merdzik

Lukasz Merdzik

Before developing the recipe for Planswell’s secret sauce, Lukasz cut his teeth in one of Toronto’s toughest sales boiler rooms. Using scientifically tested call scripting, he became a sought-after one-call closer. He now brings his fool-proof process to hundreds of advisors each week who are growing their firms with Planswell.

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How to Close 95%
FREE EBOOK

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 partners 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 partners who are on the front lines of making quality financial advice accessible to all

REVIEWS

What Advisors Say About Our Training

Chris B.
Chris B.

Partner

I've learned more about sales in 3 months than in the past 25 years in the industry.

Ed H.
Ed H.

Partner

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.
Ryan W.

Partner

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.
Bill H.

Partner

I am blown away by the level of thoroughness of the training you have provided.

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Find out why Planswell is the most-requested vendor among financial advisors and insurance agents in North America.

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  • World-class training
  • Beloved financial planning software
  • Highly complimented support
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