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 as full-service comprehensive planning clients for years to come.
We’ll show you how!
If you’ve ever wanted to learn to do college planning more effectively & efficiently in order to help as many families as possible in your community — we’re here to help.
Step 1 is to sign up for a detailed market analysis of your area that covers detailed local demographics, income assessments of your target market, and school district assessment. This will determine the viability & potential for a financial advisory firm focused on college planning in your area.
Our Director of Marketing, Joe Gatto, will conduct the analysis for you, send you a PDF with the data, and his prediction of potential in your area, and give you a 30 minute phone consultation to discuss the details of the report, and address any other marketing questions you have — all for just $300.
If you’ve ever wanted to establish a new revenue stream for your practice, or even become THE go to expert in your area for college planning — conceivably eliminating competition, and becoming a local niche of 1 — this is the first step in understanding if your area is right for a college planning focused firm.
The 42-minute video below shows the potential for building a thriving practice helping people you love working with when you specialize in college planning. You’ll also see some high-level marketing strategies that make client acquisition and practice management simpler.
See why in the video…
Could you see yourself as a college planning problem solver in your community?