• Episode 10: Interview With Jack Harmatuk

  • Oct 11 2022
  • Length: 38 mins
  • Podcast

Episode 10: Interview With Jack Harmatuk

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  • Summary

  • 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.
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