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Recent Episodes
S1E19 Episode 19: Special Roundtable Session
Guests: Brooks Lindblad and George BiggarHosts: Andy and ErmosMost advisors don’t pivot because a single tactic changes everything. They pivot because their mindset, systems, and community change how…
S1E18 Episode 18 : Turning Fee Talk Into Client Confidence
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…
S1E16 Episode 16 : Solving Your Problems Getting Started on the Phone
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.
S1E15 Episode 15: Interview with George Biggar
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.
S1E14 Episode 14: Follow Up Interview with Garret Engman
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…
S1E17 Episode 17 : Partner Interview with Reno Reser
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.
S1E13 Episode 13 : Roundtable With Planswell Founders Eric Arnold and Scott Wetton
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…
Episode 12: Improve Connection and Show Rates With Prospects
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.
Episode 11: Interview With Steven Laforet
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…
Episode 10: Interview With Jack Harmatuk
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…
Episode 9: How To Book More Meetings With Prospects
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.…
Episode 8: Interview With Judy Balloff
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…
Episode 7: Take Responsibility for Being Heard with Pablo Seto
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…
Episode 6: Communicating with Clients In Changing Times
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…
Episode 5: Interview With Larsen Lorenz
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…
Episode 4: How To Control Your Mentality
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…
Episode 3: Six Methods to Prospecting Prowess
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…
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…
Episode 1: Building Successful Habits
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…
Frequently Asked Questions
Andy & Ermos LIVE has published 19 episodes since June 2022, covering topics in Business, Entrepreneurship.
Andy & Ermos LIVE is currently highly active with new episodes every 2 weeks. Average episode length is 37m.
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