Let's Grow Your Client List

We know what it takes for advisors and agents to grow their client list, month after month.

Planswell users that follow our system consistently onboard clients with more than $350k in investable assets and over $200k in annual income.

What is Planswell?

Planswell offers a complete system that will help you book more calls and close more business.

Since 2021 we’ve connected advisors to a combined $271 billion in investable assets.


Qualified households delivered exclusively to your CRM at the very moment they express interest in planning for their future.


Let Planswell do the dialing.
We'll call your households for you, with the goal of booking discovery calls.
Think of us as your personal booking assistant! 


With 1:1 coaching, executive peer groups, sales training, and an encyclopedic knowledge base, we'll put the work in to make sure you find success.


Take notes and disposition prospects, view and adjust clients' plans, and execute stunning data visualization from one convenient web-app.

Planswell Household
A Typical Planswell Household
$ 425 k
Investable Assets
$ 200 k
Annual Income
30 %
Booking Rate

Don't just take our word for it...

Listen to what these real Planswell partners have to say about us.

  • Nick

    Nick’s firm is in the “spend a dollar make ten dollars kind of range when using Planswell.” After 3 or 4 months of working with our households, they’ve brought in about $20 million in AUM.

  • Mike

    Our households are right in “the sweet spot for people who are starting to get serious about accumulating wealth,” Mike says. It’s what sold him on working with us.

  • George

    George says our sales script works so well “it’s ridiculous.” He doesn’t even get halfway down the first page of his script and he’s getting meetings.

  • Philip

    For Phillip, Planswell is “the most profitable lead source…by far.” And that’s saying something: he’s made over $150,000 in commissions since starting with us less than a year ago. 

  • Rodolfo

    “Even if you think you know, assume you don’t,” Rodolfo says. Planswell’s system will help you build a strong foundation to grow your business. 

  • Matthew

    All advisors have the same issue: client acquisition. Plaswell’s approach is quick and easy, plus all our leads have SMS-validated their phone numbers, so you know a real person’s on the end of the line when you call.

  • Rodrigo

    Rodrigo knows the key to success is grabbing leads while they’re hot. That’s why Planswell delivers leads as soon as they express interest in financial planning. 

  • Bobby

    Planswell offers “a crazy amount of resources” and they’re “fantastic.” What’s abundantly clear is that we want advisors to win. 

  • Dan

    Dan knows the biggest problem with staying in business as an advisor is maintaining a pipeline of qualified prospects. That’s the value of Planswell for him: it isn’t about making quick sales; it’s about building that pipeline. 


Software That Makes Your Conversations Better

Automated Emails

Circle Automations automatically send engaging email drips to your clients and prospects based on how they're dispositioned in your CRM.

Free Referral Code

Easily bring your own clients and prospects into the CRM for free with a unique referral code and link.

Activities & To-Dos

Stay organized and keep up with hot leads with a task planner and to-do list built into your Planswell CRM.

Disposition Clients

Our simple CRM allows you to easily disposition clients and take detailed notes to track their progress.

So Many Ways To Grow

Planswell's system works for everyone, whether you've been an advisor 3 weeks or 30 years. Engaging with our training and onboarding program has proven to improve advisors' success, even for those who've been in the game a long time. 

Household Essentials

It's not sink or swim here at Planswell. We make sure our advisors know how to get the most from our system. Our 5 part onboarding series demonstrably increases advisors' success rate with their households.

1:1 Training

Our account management team is here to help you succeed. Schedule a 1:1 call with then at any time to roleplay responding to objections, practice delivering your script authentically, hone your close, or work on anything else you'd like an extra set of eyes on.

Plancraft Groups

Every week, Planswell advisors get on a call to share success stories, troubleshoot pain points, and support those who need it. Attendance at these meetings is proven to improve advisors' close rates.

Executive Onboarding

When you join Planswell, you're never alone. You'll be a part of a cohort of other advisors who joined around the same time. Meeting with your cohort isn't just fun: it's proven to improve your success.

Andy & Ermos

Tune into our weekly live show with expert advisors Andy & Ermos. They'll inspire you to achieve more and empower you with tips, stories, best practices, special guests, and more.

Have Questions? We Have Answers!

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 on the calendar below to get started. 

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%.

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 $350,000 in investable assets and earn $200,000 per year.

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?”

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. 

Absolutely. In fact, 1/3rd of our advisors are fee-based. 

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.

Schedule a Call

Want to know more about how you can work with Planswell?


Grab a time on our calendar and we'll answer questions, talk about how we can work together, and make sure we're the right fit.