Hear from Mike Casey, CFP®, a Washington, DC-area advisor who just completed his first month as a Planswell partner. Andy & Ermos don't pull any punches—find out how Mike's calls are going with Planswell households, how many prospects he's been able to reach, how many he's converted to booked appointments, and much 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 chat about building habits that will help make you successful as a financial advisor, as well as help you in your everyday life.

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.