THIS IS WHAT WE CALL OUR ENTRY LEVEL COLLEGE PLANNING OFFER.
Chances are pretty good that you've helped your client prepare for college from a SAVINGS standpoint, but what are you doing to ensure they choose the right school? right major? graduate on time? don't unintentionally sabotage their financial aid eligibility?
Key to your success as a financial professional is your ability to ensure that your clients don't unnecessarily overspend on ANYTHING, and college represents a huge opportunity to do just that if they don't have the right tools and resources. We also firmly believe that you can better serve your clients by offering them access to both the education they'll need in order to create a good college plan, as well as the resources necessary to do so.
That's what this is all about. We'll build a customized landing page built on styling cues from your website and your logo and you'll be immediately positioned to ensure that your clients have access to everything they need and YOU'll be the hero!