This post is intended for financial professional use only.
What does it take to form a life-long client in the college planning market? The reality is that most families don’t have a college problem— they have a retirement problem. Families don’t just need help getting their children into college. Oftentimes, they are also seeking financial planning guidance that will help give them peace of mind years into the future, long after their children graduate college. In order to do that, it’s important for advisors to understand who could benefit from these services the most and how to help them overcome their biggest fears about college.
In this episode of Money Script Monday, Gabe presents the key traits of an ideal college planning client and shares 3 insider secrets that will help you show clients the power of your services.
Resources Provided for This Episode
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