College Money Report

Your Website’s Greatest Lead Acquisition Tool

Wondering how to grow your practice through college planning? Our College Money Report™ helps advisors attract college-bound families, gather key data and information to determine whether they’re an ideal client fit, and convert them into loyal clients. This simple tool is easy to install on your website and immediately solidifies your expertise in the minds of prospective clients who have found you online.


By providing a high-value, self-service college planning tool on your website, you’re able to attract leads and gather contact information for future marketing. Beyond that, the College Money Report™ allows you to view key financial information from these new prospective clients and determine who is an ideal fit.

Your Turnkey Solution for the Modern Marketing Funnel

Attract Leads

College planning is the #1 financial concern of Gen X parents and their families. Many of these families are your ideal client – sending kids off to college, navigating retirement planning, and focusing on building family wealth. By offering this unique freemium, you’re able to attract your ideal clients and gather their contact information for future lead nurture.

Offer a Personalized College Money Report

The College Money Report is a comprehensive book that’s delivered straight to their inbox. The report goes over their top three colleges, and gives them more information on college affordability, and what they can expect to pay.

Acquire New Prospects

By analyzing the financial data gathered by your College Money Report, you can determine which leads are an ideal fit for you, and reach out accordingly.

Nurture & Convert to Clients

You’ve already taken the first step in building trust with new prospects by offering them free, valuable information that informs their college planning journey. Now, you can put email and marketing campaigns in place to nurture and convert these warm leads to long-lasting clients.

Step 1

Parents Provide High Level Info

Parents fill out their custom College Money Report™ with information including their top three schools, gross earnings, home equity, savings/investments, number of people in their household, and more.

Step 2

Their Custom Report Is Sent

Based on the information provided by the parent, a custom report is delivered straight to their inbox.

Step 3

You Have New Prospects

The College Money Report™ collects leads for you on your website and helps you to grow your email list. Set up marketing nurture campaigns, or reach out to sign-ups directly to connect!