A Blueprint To Building a Practice You Love By Serving Clients You Love

How can you scale while still enjoying being a financial planner?

There are an estimated 300,000+ financial professionals dispensing advice in the United States.  That combined with billions of dollars that the large financial services are spending on digital, print, and TV ads can leave you wondering how to stand out from the crowd.  What if you had an unfair advantage that can differentiate you from the competition and help you attract and acquire ideal clients you actually enjoy working with?  

“I never knew a service like this existed.” This is what CAP members hear all the time. Late-stage college planning is becoming increasingly complex and as the costs continue to rise, the demand for qualified advice has never been greater.  In short, there is more demand for smart college planning than there are advisors who know how to do it well. 

Join us and learn a proven sales, marketing, and service model that will set you apart from your local competitors.  And in the process you will build a great practice of comprehensive planning clients that will be with you for decades to come.

Not only the playbook for success, but also lessons learned along the way that will save you a lot of headache, heart ache, and MONEY!  

Upon course completion, you will understand how to:

  • Build a practice you love
  • Work only with clients that you love 
  • Become a sought after advisor in an under-served niche.
  • Build centers of influence that will actually refer you business 
  • Create raving fans that will refer you all the business you will ever need

Date and Time of Course: 7/28/2022 12pm to 1pm EST

Length of Course: 60 minutes

Approved 1 hour of CFP CECFP Program ID # Pending

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.”