Andy & Ermos LIVE

Guests: Brooks Lindblad and George Biggar Hosts: Andy and Ermos Most advisors don’t pivot because a single tactic changes everything. They pivot because their mindset, systems, and community change how they work. That was the heartbeat of a recent conversation with two long-time Planswell partners, Brooks Lindblad and George Biggar , hosted by Andy and Ermos .

In this episode, we dive into the often-avoided topic of fees and how reframing them as investments can transform your conversations with prospects. We discuss the psychology behind fee hesitation and share strategies to build trust through transparency, which can significantly increase client loyalty.

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 f...

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 offer...

All about booking more meetings with prospects. From the initial call to the initial conversation and how to get their attention so they want to book a meeting. The 3 bucket solution is gold. Explains how clients can invest their money for the long term while simultaneously protecting themselves from a downturn in the markets. Planswell is reshaping the advisor-client relationship with client-led...

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 a...

Hear from Pablo Seto, who has 15 years of experience in commercial banking and wealth management and is an expert in mindfulness. 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...

Start your 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 f...

Hear how Larsen Lorenz closed the biggest client of his career in his first month with Planswell. Learn how he did it and how to replicate his success in your own 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 financ...

Start your 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 f...

Start your 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 f...

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 pl...

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 F...