CAP Software Update This week we’ve rolled out a notable software update for College Aid Pro™. This update has three key features that...
Video: CAP on the Stimulus Package and Student Loans The following is a transcript of our video, CAP on the Stimulus Package and Student Loans: Conversations Advisors Should Be...
Partnership Announcement: Credible FOR IMMEDIATE RELEASE SAN FRANCISCO, CA — College Aid Pro™ Partners With Credible College Aid Pro™, the award winning college...
VIDEO: CAP Coronavirus Update The following is a transcript of our video, CAP Coronavirus Update: Conversations Advisors Should Be Having With Their Clients, which...
Did My Athlete Get A Good Scholarship Offer? An Advisor’s Perspective The world of athletics is dynamic and exciting. For parents who raised children with the passion, drive, and inclination toward...
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™...
