<![CDATA[Andy & Ermos LIVE]]>a1c4cf9b-247a-5769-bb2c-994b62e538faThu, 12 Feb 2026 02:40:04 +0000Captivate.fmPlanswellhttps://artwork.captivate.fm/a23c9aa8-cc6b-412e-8444-34a0eaa1f131/a5DBAMvbmUaLevmweORSeavL.pngAndy & Ermos LIVEPlanswellPlanswellPlanswell legends Andy Cosby and Ermos Erotocritou, CFP help inspire Financial Advisors like you to grow your practice and empower you with tips, stories, best practices, special guests, and more. If you're serious about taking your personal and professional life to the next level, take just 30 minutes each week to join these episodes.https://andy-ermos-live.captivate.fmfalseepisodicnopodcastEpisode 19: Special Roundtable SessionEpisode 19: Special Roundtable SessionGuests: 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.

]]>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.

]]>b4a8a623-b45c-4f46-846b-c8f390167f42Wed, 11 Feb 2026 16:00:00 -050052:15falsefull119191Episode 18 : Turning Fee Talk Into Client ConfidenceEpisode 18 : Turning Fee Talk Into Client ConfidenceIn 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.

]]>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.

]]>c918636c-668b-42ed-85ce-335c3d39fcc7Thu, 23 Oct 2025 09:00:00 -050029:39falsefull118181Episode 16 : Solving Your Problems Getting Started on the PhoneEpisode 16 : Solving Your Problems Getting Started on the PhoneStart 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.

]]>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.

]]>05b51abd-ed4f-40ae-97d9-e99f07781938Mon, 01 Sep 2025 09:00:00 -050036:12falsefull116161Episode 15: Interview with George BiggarEpisode 15: Interview with George BiggarAndy 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.

]]>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.

]]>b3c564bb-cd45-4644-b95a-a8e1c5e75017Thu, 28 Aug 2025 09:00:00 -050039:20falsefull115151Episode 14: Follow Up Interview with Garret EngmanEpisode 14: Follow Up Interview with Garret EngmanBack 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!

]]>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!

]]>6b6152ac-bdc9-46dd-b991-8ff77941bc4bTue, 26 Aug 2025 11:30:00 -050042:14falsefull114141Episode 17 : Partner Interview with Reno ReserEpisode 17 : Partner Interview with Reno ReserListen 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.

]]>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.

]]>1d0d4eb1-4d61-4ac5-a385-54104c2cbfc0Tue, 26 Aug 2025 09:00:00 -050045:28falsefull117171Episode 13 : Roundtable With Planswell Founders Eric Arnold and Scott WettonEpisode 13 : Roundtable With Planswell Founders Eric Arnold and Scott WettonAndy 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.

]]>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.

]]>1a0d4c25-2f6d-4cde-8901-d741ebdfc378Thu, 31 Jul 2025 09:00:00 -050037:55falsefull113131Episode 12: Improve Connection and Show Rates With ProspectsEpisode 12: Improve Connection and Show Rates With ProspectsLearn 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.

]]>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.

]]>20401d98-c73d-4ab8-aca6-12ef1f7e42dcWed, 12 Oct 2022 10:00:00 -050035:44falsefull1212Episode 11: Interview With Steven LaforetEpisode 11: Interview With Steven LaforetStart 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 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.

]]>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 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.

]]>59010fe0-8904-4238-bff6-5df2d477ae94Wed, 12 Oct 2022 07:30:00 -050032:56falsefull1111Episode 10: Interview With Jack HarmatukEpisode 10: Interview With Jack HarmatukAndy & 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.

]]>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.

]]>8faf27e3-7d95-4cc1-bbe5-f9612f94393fTue, 11 Oct 2022 16:00:00 -050037:36falsefull1010Episode 9: How To Book More Meetings With ProspectsEpisode 9: How To Book More Meetings With ProspectsAll 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 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.

]]>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 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.

]]>e7473a29-50b0-4f9c-aa42-54c5e3908128Tue, 11 Oct 2022 15:00:00 -050037:51falsefull99Episode 8: Interview With Judy BalloffEpisode 8: Interview With Judy BalloffFind 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.

]]>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.

]]>9caefb62-65cc-40ce-9d4b-45ed66eb6799Tue, 11 Oct 2022 14:00:00 -050038:05falsefull88Episode 7: Take Responsibility for Being Heard with Pablo SetoEpisode 7: Take Responsibility for Being Heard with Pablo SetoHear 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 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.

]]>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 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.

]]>85b1f8e9-4d6c-47f3-8911-46314c7dc143Tue, 11 Oct 2022 12:45:00 -050033:00falsefull77Episode 6: Communicating with Clients In Changing TimesEpisode 6: Communicating with Clients In Changing TimesStart 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 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.

]]>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 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.

]]>41253b73-1aaa-43a0-a401-c9a0bb02cac7Tue, 11 Oct 2022 12:15:00 -050037:23falsefull66Episode 5: Interview With Larsen LorenzEpisode 5: Interview With Larsen LorenzHear 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 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.

]]>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 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.

]]>a33057f4-ea01-4905-ac70-32fdd79c7902Tue, 11 Oct 2022 11:45:00 -050036:56falsefull55Episode 4: How To Control Your MentalityEpisode 4: How To Control Your MentalityStart 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 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.

]]>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 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.

]]>d66be70c-855a-4696-9acd-e40a0ed38945Tue, 11 Oct 2022 10:30:00 -050039:39falsefull44Episode 3: Six Methods to Prospecting ProwessEpisode 3: Six Methods to Prospecting ProwessStart 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 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.

]]>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 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.

]]>fb72eaaa-3a0a-4307-b9ee-ed6fcf4c67e2Tue, 11 Oct 2022 09:00:00 -050035:43falsefull33Episode 2: Interview With Mike Casey, CFP®Episode 2: Interview With Mike Casey, CFP®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.

]]>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.

]]>504b4b0c-fbbe-47e7-a29b-a59ee6ca4adeMon, 13 Jun 2022 09:00:00 -050043:26falsefull22Episode 1: Building Successful HabitsEpisode 1: Building Successful HabitsAndy & 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.

]]>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.

]]>555b90e4-8f50-4e44-8c0c-7c4bca1be0e5Thu, 02 Jun 2022 09:00:00 -050054:46falsefull11