Grow your AUM with exclusive leads from where you live

Get exclusive prospects every month delivered in real-time, the tools you need to help close them, and a team ready to jump in and help when you need it.

Planswell Success Stories

Christian

$2m AUM added

Matthew

$5.1m AUM added

Alex

$2m AUM added

George

$8m insurance added

Andrei

+$10m in pipeline

Tyler

+$92k in 1 week

Phil

+$1.3m assets per month

Christian

$2m AUM added

Matthew

$5.1m AUM added

Alex

$2m AUM added

George

$8m insurance added

Andrei

+$10m in pipeline

Tyler

+$92k in 1 week

Phil

+$1.3m assets per month

Why you should use Planswell

Exclusive households delivered in real time

Each exclusive-to-you household is delievered the moment they express interest in planning for their future.

More than just SMS-validated phone numbers, each household has completed a detailed financial survey. They share their assets, income, debts, insurance coverage, and more. All this helps you uncover opportunities to improve their financial plan.

Training resources to improve your close rates

Planswell's industry-leading training resources have been developed over thousands of hours of calling and servicing households. From written scripts to live role-playing, we have the content you need to excel.

Join us for weekly live group training sessions with expert advisors Andy & Ermos. Learn how to make the most of our planning software with our COO Scott. We will work tirelessly to help you succeed.

Software to help you stand out

Planswell was built with your needs in mind. Our feature-filled CRM will help you keep track of households,

What advisors say about Planswell

Christian

+$2m AUM

“I would have never met these people any other way. I can help them, they can help me. It is a win win for everybody. It takes time to grow, and work, but eventually it snowballs. I’m seeing it now.”

Matthew

+$5.1m AUM

“We all have the same issue: acquiring clients. Planswell uses a unique approach. I’ve spent hundreds of thousands of dollars over my career on marketing and I can’t recreate what Planswell does. I’m building my business with it.”

Alex

+$2m AUM

“I was primarily using LinkedIn and cold calling. With Planswell, these are people that are spending 20-30 minutes putting in their financial information to find out where they are. This is way better than a cold call. The lead quality really surprised me.”

Frequently Asked Questions

This sounds interesting, what’s the next step?
Client success is our top priority, so before you sign up we want make sure that we’re right for you. Please schedule a meeting with our team by clicking the "Request a demo" button at the bottom or top of this page.
Can you work with captive agents?
Absolutely! In the US, a third of our advisors work for the big dogs (you know, household names in financial advising). In Canada it’s 45%.
Are your leads any good?
We don’t sell leads at Planswell. We connect expert advisors and agents with households who have demonstrated an interest in their financial plan. On average, those households have $425,000 in investable assets, earn over $200,000 per year, and 85% have insurance needs.
Does Planswell replace the need for financial advisors?
Not even a little bit.

The free financial plan we build for our households was never designed to replace the need to work with a human financial advisor. In fact, its purpose is to make your conversations with our households much easier.

How does this sound for an opening line: “I’m looking at the financial plan you built and I can see a couple things we could tweak to save you $50,000 before you retire. Would you like to talk about it?”
How do Planswell households differ from other prospects?
Our households are different. They’ve all expressed an interest in improving their financial planning.

In fact, they’ve answered 40 questions about their financial situation and SMS validated their phone number in order to gain access to the plan we build them.

So, when advisors call a Planswell household, they have a veritable treasure trove of information available to help make the call go smoothly.
Do you work with fee-based advisors?
Absolutely. In fact, 1/3rd of our advisors are fee-based.
When can I start?
After your initial call, we add you to our next cohort group for onboarding.

These weekly groups fill up fast, so please don’t be discouraged if you have to wait a week or two for a spot to open.

Our cohorts connect you with other advisors for support and encouragement, and provide invaluable insight on our households that will help you book meetings.

Start growing your AUM today with Planswell