--- title: Planswell for Advisors description: Don't take it from us—hear what advisors say about Planswell, from the growth opportunities & financial planning software to the training & community. image: https://partners.planswell.com/hubfs/10%20potential%20clients%202.png --- [![Planswell](https://partners.planswell.com/hs-fs/hubfs/planswell-logo-green.png?width=395&height=91&name=planswell-logo-green.png "Planswell")](http://planswell.com) [Planswell features](https://partners.planswell.com/advisors?hsLang=en) Free resources [About us](https://partners.planswell.com/who-we-are?hsLang=en) [Schedule demo](https://partners.planswell.com/meetings/jenm/grow?hsLang=en) ![](https://partners.planswell.com/hubfs/Navigation%20-%202025%20Files/Menu.svg) [![](https://partners.planswell.com/hubfs/Navigation%20Images/test.png)](https://partners.planswell.com/software?hsLang=en) Software [![](https://partners.planswell.com/hubfs/Navigation%20Images/training.png)](https://partners.planswell.com/training?hsLang=en) Training [![](https://partners.planswell.com/hubfs/Navigation%20Images/show.png)](https://partners.planswell.com/live-show?hsLang=en) Live Show [![](https://partners.planswell.com/hubfs/Navigation%20Images/book.png)](https://partners.planswell.com/free-ebook-financial-advisor-sales-training?hsLang=en) How To Sell eBook [![](https://partners.planswell.com/hubfs/Navigation%20Images/blog.png)](https://partners.planswell.com/blog?hsLang=en) Blog Planswell features Free resources ![](https://partners.planswell.com/hubfs/Navigation%20-%202025%20Files/chevron-down.svg) [![](https://partners.planswell.com/hubfs/Navigation%20Images/test.png) Software](https://partners.planswell.com/software?hsLang=en) [![](https://partners.planswell.com/hubfs/Navigation%20Images/training.png) Training](https://partners.planswell.com/software?hsLang=en) [![](https://partners.planswell.com/hubfs/Navigation%20Images/show.png) Live Show](https://partners.planswell.com/software?hsLang=en) [![](https://partners.planswell.com/hubfs/Navigation%20Images/book.png) How to Sell eBook](https://partners.planswell.com/software?hsLang=en) [![](https://partners.planswell.com/hubfs/Navigation%20Images/blog.png) Blog](https://partners.planswell.com/software?hsLang=en) About us Schedule demo ![](https://partners.planswell.com/hubfs/Navigation%20-%202025%20Files/x.svg) Trailblazers # What Finance Professionals are Saying ![Robert C.](https://partners.planswell.com/hubfs/Happy-face.svg) ###### Robert C. Planswell Provides Everything — leads, clients' financial plans, and how to deal with and respond to every situation professionally. ![Eddie P.](https://partners.planswell.com/hubfs/Happy-face.svg) ###### Eddie P. Planswell is one of the best online lead generation tools for financial advisors that I have ever used. They deliver what they promise. ![Chris B.](https://partners.planswell.com/hubfs/Happy-face.svg) ###### Chris B. Love the planning software, love the process, love the training, love everything with Planswell! ![Todd A.](https://partners.planswell.com/hubfs/Happy-face.svg) ###### Todd A. It’s been a huge advantage to my business to bounce ideas around with people and use our combined experiences to solve problems. The community and support are invaluable. ![Nicole K.](https://partners.planswell.com/hubfs/Happy-face.svg) ###### Nicole K. I LOVE the funnel system. And the platform is just really really cool. I also REALLY love the share link that we can use to promote the Planswell funnel. Love it love it looooove it! ![Bill H.](https://partners.planswell.com/hubfs/Happy-face.svg) ###### Bill H. I am blown away by the level of thoroughness of the training you have provided and the thought that has gone into this process. ![Oleg Z.](https://partners.planswell.com/hubfs/Happy-face.svg) ###### Oleg Z. Your cold calling scripts and resources are phenomenal. ![Alaeddine J](https://partners.planswell.com/hubfs/Happy-face.svg) ###### Alaeddine J. Webinar topics are fantastic. Great work! ![Jack Harmatuk](https://partners.planswell.com/hubfs/headshots%20(31).png) Once advisors get in and see what's under the hood, they're going to say, "WOW!" ###### Jack Harmatuk ###### Pinnacle Investments, LLC ![David M.](https://partners.planswell.com/hubfs/Happy-face.svg) ###### David M. Love the practical approach of Planswell vs. theoretical advice. ![Alastair S](https://partners.planswell.com/hubfs/Happy-face.svg) ###### Alastair S. The humble attitude and simplistic explanations of everything made me feel much more confident in what I am doing. It was exactly what I needed at this point in my career. ![Rob K.](https://partners.planswell.com/hubfs/Happy-face.svg) ###### Rob K. This is the BEST prospecting in the business! You guys have expanded my reach immeasurabley! ![Chris B.](https://partners.planswell.com/hubfs/Happy-face.svg) ###### Chris B. I've learned more about sales in 3 months than in the past 25 years in the industry. ![Ed H.](https://partners.planswell.com/hubfs/Happy-face.svg) ###### Ed H. 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.](https://partners.planswell.com/hubfs/Happy-face.svg) ###### 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. ![Sheri A.](https://partners.planswell.com/hubfs/Happy-face.svg) ###### Keri A. I LOVE Planswell! Be sure to call every household, follow the training, and participate in peer leadership meetings. They are soooo valuable. ![Launita](https://partners.planswell.com/hubfs/Happy-face.svg) ###### Launita The webinar training is very helpful. I believe that the price is right for the membership. ![Andrei](https://partners.planswell.com/hubfs/Happy-face.svg) ###### Andrei What does Planswell do well? Support, training, meeting expectations, and advisor resources. Get it free!   ## No cost, no risk - Client-led financial planning software - Best-in-class training & support - Grow when you're ready—no pressure, no commitment [Get Your FREE Account](https://share.hsforms.com/1ESvAAMfTQEqfPQDtsxl4VA4sxxs) ![software-2](https://partners.planswell.com/hubfs/software-2.gif) [![Planswell](https://partners.planswell.com/hs-fs/hubfs/planswell-logo-green.png?width=395&height=91&name=planswell-logo-green.png "Planswell")](http://planswell.com) - - - - ##### Get in touch - [Contact Us](https://partners.planswell.com/contact-us) - [Schedule a demo](https://partners.planswell.com/meetings/jenm/planswell-demo) - ##### Get to know us - [Reviews](https://partners.planswell.com/case-studies) - [Careers](https://partners.planswell.com/careers) - [Compliance](https://partners.planswell.com/compliance) - ##### Popular searches - [Financial Advisor Leads In New York](https://partners.planswell.com/financial-advisor-leads-new-york) - [Financial Advisor Leads In Los Angeles](https://partners.planswell.com/financial-advisor-leads-los-angeles) - [Financial Advisor Leads In Chicago](https://partners.planswell.com/financial-advisor-leads-chicago) - [Financial Advisor Leads In Phoenix](https://partners.planswell.com/financial-advisor-leads-phoenix) - [Financial Advisor Leads In Houston](https://partners.planswell.com/financial-advisor-leads-houston) - [Finnancial Advisors Leads In Dallas](https://partners.planswell.com/financial-advisor-leads-dallas) - [Financial Advisor Leads In Toronto](https://partners.planswell.com/financial-advisor-leads-toronto) - [Financial Advisor Leads In Vancouver](https://partners.planswell.com/financial-advisor-leads-vancouver) - [Financial Advisor Leads In Florida](https://partners.planswell.com/financial-advisor-leads-florida) - [Financial Advisor Leads In California](https://partners.planswell.com/financial-advisor-leads-california) - [Financial Advisor Leads In Texas](https://partners.planswell.com/financial-advisor-leads-texas) - [Annuity & IUL Leads In California](https://partners.planswell.com/annuity-iul-insurance-leads-california) - [Annuity & IUL Leads In Florida](https://partners.planswell.com/annuity-iul-insurance-leads-florida) - [Annuity & IUL Leads In Texas](https://partners.planswell.com/annuity-iul-insurance-leads-texas) ##### Subscribe to Planswell news Copyright © 2026 Planswell Corp. - [Terms of service](https://partners.planswell.com/terms-of-service?hsLang=en) - [Privacy Policy](https://planswell.com/privacy-policy) - [planswell.com](https://planswell.com/?ref=dnc) ```json { "@context" : "https://schema.org", "@type" : "VideoObject", "contentUrl" : "https://8068816.fs1.hubspotusercontent-na1.net/hubfs/8068816/Jack%20Harmatuk%20testimonial%201.mp4", "dateModified" : "2022-04-04T19:12:53.404Z", "duration" : "PT53S", "height" : 1080, "name" : "Jack Harmatuk testimonial 1", "thumbnailUrl" : "https://api-na1.hubapi.com/filemanager/api/v3/files/thumbnail-redirect/70217612217?portalId=8068816&size=medium&t=1649099573835", "uploadDate" : "2022-04-04T19:12:45.487Z", "width" : 1614 } ```