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How Advisors Have Turbocharged Their Practices by Adding a Late-stage College Planning Niche

In the presentation, we will touch upon specific ways that advisors have incorporated a college niche into their business. There is no one right way to do it, but understanding what the options are will make it easier to add college to your practice and experience a huge competitive advantage.

We will also explore a variety of reasons why advisors should no longer ignore this specialty.

And, we will share how you can get up to speed quickly with this late-stage college planning niche and know the college basics that will attract the kind of prospects that you’d love to have.

Joe Messinger of College Aid Pro, a software that helps families find right-fit schools for their college-bound children, will also be on-hand to demonstrate the software and show you how it can help you add college planning services to your service offering quickly and easily.

Mar 23, 2023 12:00 PM in Eastern Time (US and Canada)