What’s the “undercover niche” for financial advisors that’s seething below the surface of every mass-affluent community in America?
Paying for college tuition is the #1 financial concern for most mass-affluent Gen X families. When you learn how to attract them with critical college planning advice...and you impress them by solving this problem...you can retain them for years to come.
We'll show you how!
Learn to build a practice around college planning advice:
Joe Messinger, CFP®, ChFC®, CLU®, is partner and director of college planning at Capstone Wealth Partners.
Captone's College Pre Approval™ process guides clients through a process that allows families to save on the cost of college, and eliminate the stress & anxiety they have around paying for it.
Why is college planning the best niche you haven't seriously considered...yet?
Because, when you learn how to help families solve their #1 financial concern, you're setting yourself apart from every other advisor, and building the trust and confidence that leads to lifelong client relationships.
Advisors were never taught how to do college planning the right way. I'll show you how to not just focus your niche on a certain profession, but solve a specific problem many families have, and get referrals because now people see you as the go-to expert helping families in the community.
Get a full-day crash course in college planning at XYPN 17 PreConference on Aug. 28th from 9-5:
• Take a deep dive into college planning & learn how to do it right.
• Learn marketing & business development strategies.
• Get a bonus now — our 1 Page College Pre-Approval™ College Funding spreadsheet.
• Register by 8/13. Get a free market analysis of your area by 8/27 (valued at $300!).
• Get $500 off the purchase of our flagship course, Mastering College Pre-Approval™.
• CFPs get 3 hours CE.
Even if you only do a handful of college planning cases per year — our College Pre-Approval™ System Spreadsheet will make your college funding workflow much smoother. And, provide you with clear numbers in an easy to understand format you can show your client.
Our current students have told us, this alone, is worth the price of admission!
Get on the path to become part of the 1% who really "get" college planning.
This full day intensive education with college planning expert, Joe Messinger, is $599.