What are peoples thoughts on using Planswell for leads? I see some on here use them.. worth it?

885 Total Calls over 3 all day call days 1st Meetings Set: 52 1st Meetings Ran: 17 Current Work In Progress: 5 Closed Fee Paying Clients: 3 Referrals Received: 2 Current Closed Business: $300/m Planning Fees $4,500 Commissions Pending Business from Closed Fee Paying Clients: $150k AUM with $25-50k Contributions per Year/Commissions: $16500 Pending Potential from "Likely" Work In Progress: $500/m Planning Fees, with $1.5M in Investable Assets (Likely being considered someone who has expressed direct intent to work with us but paperwork is not yet signed) Total Hours Committed: 17 hours with 2 Advisors These are the numbers guys take it however you would like

I always get a little nervous when sharing things (pressing post on LinkedIn is always a bit of a 'what the hell are you doing moment'). However, I figured I'd give it a try to share some of my LinkedIn posts here, to get advice/critique. I've modified the Sequence of Returns story, added some content, as well as a chart (visuals are always more powerful, at least foe me) to tell the story of danger for the Do-it-Yourselfer. _________________________________________________________________________ 𝐃𝐈𝐘 𝐃𝐚𝐧𝐠𝐞𝐫 𝐀𝐡𝐞𝐚𝐝! Two couples meet during a community event. Over the course of dinner, they discuss their retirement experience. Couple #1: We have enjoyed a wonderful retirement to date. We've enjoyed vacationing, spending money to help the grandkids get started in school and never worried about money. If anything, we wish we had decided to retire sooner. Couple #2: Our retirement has been stressful. We've barely travelled and have been constantly stressed about running out of money. We've thought a lot about it lately and wish we had held off on the decision for 3-4 years - we certainly could have used the additional cash. Couple #1: Sorry to hear that. Did you work with an advisor to grow your wealth and plan for retirement? If so, who did you work with. We worked with ABC Financial for about 20 years and are happy we did. Couple #2: No we did not. We were always comfortable with, and enjoyed equity trading. Our daughter 'smartened us up' to social media, so a lot of our retirement planning strategies were driven by financial influencers on Twitter. Honestly, it was ok while we were saving, but we weren't prepared for spending in retirement. Couple #2 shared their portfolio with Couple #1. Pre-retirement they looked similar and, to be honest, things performed well when saving. How could they have such opposing experiences in retirement? Couple #2 retired 6 months before a market downturn and Couple #1 retired 3 years later when the downturn was finished and markets began to recover.

𝐎𝐛𝐣𝐞𝐜𝐭𝐢𝐨𝐧: "I already have an advisor" 𝐒𝐨𝐥𝐮𝐭𝐢𝐨𝐧: Take the objection off the table (2 options 👇 ) You: "Yes. I expected you to have an Advisor. That’s exactly why I’m calling/emailing. I specialize in working with Realtors just like you and this strategy is overlooked by most advisors. Are you familiar with (insert strategy)? It helps Realtors because (insert problem) "You: "It's great that you're already working with a financial advisor. My intention is not to replace them. My approach revolves around [distinctive feature], a game-changer for Realtors dealing with [insert problem]. This isn't about replacing what's working; it’s about making what you already have better" Overcoming objections creates friction and places you on the opposite side of the table from your prospect. Agreeing with them removes friction and places you on the same side of the table. 🛑 Stop arguing. ✅ Start agreeing. "𝐈 𝐡𝐚𝐯𝐞 𝐚𝐧 𝐚𝐝𝐯𝐢𝐬𝐨𝐫" 𝐢𝐬 𝐧𝐨𝐭 𝐚𝐧 𝐨𝐛𝐣𝐞𝐜𝐭𝐢𝐨𝐧. 𝐈𝐭'𝐬 𝐚 𝐬𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭 𝐨𝐟 𝐟𝐚𝐜𝐭.

"Tax season" is over. Tax season is in quotations because tax season is every season. Use this post-tax-day guide to help your clients. Or better yet, garner interest from your prospects why they should work with you.