Finding qualified prospects and creating meaningful first conversations remains one of the biggest challenges facing financial professionals today. That’s why ESI is pleased to announce that Planswell has been approved for use by ESI financial professionals and advisors.
Planswell helps connect you with individuals who have actively engaged in an online retirement planning experience and expressed interest in learning more about their financial future. Through the process, consumers provide detailed financial information and spend time building a personalized retirement plan, creating a more informed starting point for conversations.
Key features of the Planswell platform include:
- Access to households that have completed an online retirement planning experience
- Detailed consumer information, including 25–40+ data points such as income, assets, and retirement goals
- Consumers spend an average of 10 minutes engaging with the planning experience
- Exclusive introductions—the household information is provided to a single financial professional and is not shared with multiple financial professionals and/or advisors
- A completed retirement plan that can help serve as a foundation for an initial discussion
For those looking to supplement their prospecting efforts, Planswell offers an opportunity to connect with consumers who have already taken an active interest in retirement planning and financial decision-making.
As with any lead generation program, success depends on timely follow-up, effective relationship building, and delivering value through the financial planning process.
For more information about Planswell, including pricing, availability, and how to get started, click here.
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