Episode #338: Optimize Your College Planning Season Returns


 

This post is intended for financial professional use only.

The college planning season, which spans from August to December, is critical for connecting with prospective families seeking guidance for funding their children’s higher education. Capitalizing on this vital period is crucial for success so you can get the most out of the optimal college planning season.

Hosting frequent seminars from August to December can enhance your outreach and lead generation. But before hosting webinars or workshops, many essential considerations must be made. In this episode of Money Script Monday, Gabriel outlines strategies to optimize your college planning season, ensuring your team can handle increased appointments and convert leads into live cases.

Resources Provided for This Episode


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About Gabe Lindemann

Gabe Lindemann is the Director of College Planning and Senior Field Support Representative at Simplicity Group. He coaches hundreds of financial professionals on how to build effective financial strategies that achieve their clients' long term goals and helps them stay educated on the latest industry trends.