Start each week with legends Andy Cosby and Ermos Erotocritou, CFP. They'll inspire you to achieve more and empower you with tips, stories, best practices, special guests, and more.

Andy and Ermos interview George Biggar who is an advisor who has been a Planswell partner since 2022. He shares his success and ROI to date.

Back by popular demand, Garrett joins us for a follow up interview after being a Planswell partner for the past eighteen months. In this episode, Garret shares his success to date as well as insights on mindset, best practices, and a whole lot more!

Listen to Reno's journey as a financial advisor. He shares best practices and mindset, which he attributes to his success as a Planswell partner for over a year now.

Andy and Ermos unpack the wild ride of Planswell—from its 2012 beginnings to shaking up financial planning in Canada and the US. They get into the magic combo of smart tech and real advisors, why trust is everything, and how solid training and persistence keep the momentum going. Big insights, future plans, and plenty of behind-the-scenes stories.

Learn about how to improve connection rates with prospects, improve engagement, improve the rate at which prospects show up to meetings, and how to improve closing rates.

Start each week with legends Andy Cosby and Ermos Erotocritou, CFP. They'll inspire you to achieve more and empower you with tips, stories, best practices, special guests, and more.

Planswell is reshaping the advisor-client relationship with client-led planning software and delivering exclusive prospective households every month to advisors. Planswell also offers world-class training and support for financial advisors.

If you're a Financial Advisor and are interested in 10+ new prospective households each month, with over $300k in average AUM, and over $120k in average household income, check out Planswell.

Andy & Ermos are excited to chat with another successful Planswell partner. Jack Harmatuk closed a $2.7 million deal from his first few households. Listen as he shares how he built rapport and earned the business.

Planswell is reshaping the advisor-client relationship with client-led planning software and delivering exclusive prospective households every month to advisors. Planswell also offers world-class training and support for financial advisors.

If you're a Financial Advisor and are interested in 10+ new prospective households each month, with over $300k in average AUM, and over $120k in average household income, check out Planswell.