The Why, What, and How of Incorporating College Planning Into Your Practice
Download our FREE eBook here!
Whether you have an existing financial planning business, or you’re just getting started, the truth remains clear:
College funding cannot be ignored by financial planners any longer.
The truth is that many financial planners who are “doing college planning” are missing the mark. 529 Plans and savings strategies no longer are cutting it for the next generation of college students and their families.
In this free eBook, Joe Messinger, CEO of College Aid Pro, goes over what college planning is, why it’s critical for financial planners to master this skillset, and exactly how you can get started today.
What You’ll Learn:
Why College Planning is The #1 Concern For Gen X Parents
How College Planning Builds Trust and Deepens Client Relationships
What Comprehensive College Financial Planning Means for the Modern Advisor
Learn the 6 Critical Steps to Paying Less for College
How to Charge for College Funding Services and Generate More Top Line Revenue for Your Business
About Joe Messinger, CFP®, ChFC®, CLU®
Joe Messinger, CFP®, ChFC®, CLU®, is the co-founder and CEO of College Aid Pro ™ and partner and director of college planning at Capstone Wealth Partners.
Joe is passionate about the College Aid Pro™ mission: Changing the way America shops for college. His groundbreaking College Pre-Approval™ process has helped thousands of families navigate the college funding maze with confidence and ease.
Now, he is raising the bar in college funding advice across the industry by empowering advisors with the knowledge and tools they need to demystify financial aid and better serve college bound families. “Together, we can end the student loan crisis one family at a time.”