Find out how Judy earned $15k on one deal and is expecting an additional deal worth $5K to $7K. She worked Planswell households for only 2 months as she was busy writing and promoting her book.

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.