Hosted by Planswell · EN · 19 episodes
Established thought leaders with verified media credentials.
Planswell 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.
Planswell hosts Andy & Ermos LIVE, a business show with 19 episodes published.
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 wa
In this video, 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 b
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 pra
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
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-cli
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. Plansw
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 inv
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
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 a
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-cli
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 relat
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-cli
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-cli
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
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 plannin
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To pitch Andy & Ermos LIVE, visit https://andy-ermos-live.captivate.fm for contact information, then craft a tight one-paragraph hook that ties your expertise to a gap in their recent business coverage.
Andy & Ermos LIVE is hosted by Planswell. The show is categorised under business (marketing) and has published 19 episodes.
Andy & Ermos LIVE has published 19 episodes.
Andy & Ermos LIVE regularly covers business, marketing, investing. It sits in the business category, with a marketing focus.
Andy & Ermos LIVE is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
Andy & Ermos LIVE hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of Andy & Ermos LIVE average 39 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates Andy & Ermos LIVE's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
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