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The College Money Report
Attract and Convert College Bound Families with Our Interactive College Money Report™
Wondering how to grow your practice through college planning? Our College Money Report™ helps advisors attract college-bound families, gather key data and information to determine whether they’re an ideal client fit, and convert them into loyal clients. This simple tool is easy to install on your website and immediately solidifies your expertise in the minds of prospective clients who have found you online.
Highest Rated College Planning Software for Advisors (T3 Advisor Survey 2019-2020)
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Our national network of advisors is working to change the way America shops for college. Through bi-weekly round table webinars with the founders, ongoing support, and a thriving members-only forum, College Aid Pro™ is empowering you to grow your practice, provide exceptional client services, and join a community of likeminded advisors.