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Author: Joe Messinger

Have a question about college funding? Joe’s your guy. Joe’s revolutionary approach to providing expert college planning advice in an client-centric and comprehensive way has made him an expert in the college planning field. He’s on a mission to educate and empower other financial advisors to raise the bar in college funding advice and help end the student loan crisis, one family at a time.

The Best Online Marketing Tools Every Advisor Needs

As a business owner, perfecting your craft is only half of the battle. In order to truly see results from...

Partnership Announcement: Credible

FOR IMMEDIATE RELEASE SAN FRANCISCO, CA — College Aid Pro™ Partners With Credible College Aid Pro™, the award winning college...

Compliance Reminders For Advisers Offering College Funding Services

Chris Stanley is the Founding Principal of Beach Street Legal LLC, a law practice and compliance consultancy for investment advisers...

How To Attract Gen X and Gen Y With College Planning

Attracting, delighting, and retaining loyal clients is at the heart of every business owner’s philosophy. The big question then becomes...

Why College Planning Is A Profitable Niche

It’s no secret that a niche is an important tool in the hands of a successful business owner. But finding,...

What are Client Avatars and Why Do You Need Them?

Today we have a guest post from Zoe Meggert, founder of Perfectly Planned Content, on client avatars. College Aid Pro™...
Video explaining the awards software update

CAP Software Update: Awards Feature

We’ve rolled out a new software update to CAP! Now, families have the ability to log in to their portal and...

Who Should Be Responsible for Student Loans?

What’s in a name? Well, when it comes to a loan, kind of a lot. When you take out a...

Smart Budgeting and Cash Flow for College Graduates

Did you have an allowance when you were a kid? Maybe some change or a few dollars if you did...
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