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Going to College

5 New Trends for College Admissions in 2022

The college landscape is constantly changing. Before you send out your applications, be sure to check out these four recent...

Pros and Cons Of Test-Optional College Admissions

Deciding whether or not to submit your SAT or ACT scores? Read these pros and cons before you make your...

Scary Student Loan Statistics (and what you can do about them)

The student loan crisis is truly frightening. Make sure you know about these statistics so they don’t haunt your financial...
Multi-Generational Family

How To Attract Gen X and Gen Y With College Planning

College planning requires a multigenerational approach. Here’s how you can attract and inspire your clients!
parents worry while looking at financial documents

Your Clients’ Future (And Your Practice) Depend On Education Planning

College-bound families need your expertise more than ever. Here are a few great ways you can help clients avert the...
Young Family With Advisor

Help Your Clients Decide on a College

How can advisors help families decide on college? They need to reframe the conversation (and expand their search).
college advisor helping parents with college savings planning

Is Your Client Behind on College Savings? Here’s How to Catch-Up

Are your clients behind on their college savings? Here are three ways you can help them catch up.
Portrait Of Student Group Outside College Building

Tools to Empower Your College-Bound Clients

With our state-of-the-art tools, you can deliver expert college funding advice with confidence and ease. Watch this quick video to...
financial advisor giving 529 planning advice to a black family with a college bound student

National 529 College Savings Plan Day: How to Support Your Client’s College Planning Goals

529 Savings Plans are crucial for college-bound families. Here’s a brief overview of the 529 landscape (plus some marketing tips)...
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