Special Offer: Get Savvy College Planning® + College Aid Pro™ and Save!
Horsesmouth's Savvy College Planning® and College Aid Pro™ the award winning college funding tool are partnering to bring financial professionals everything they need to learn the strategies and skills to become an expert on college planning in one place.
Savvy College Planning®
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College Aid Pro™
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Get the technical knowledge, industry resources, expert coaching, and marketing materials you need to successfully launch a new service line in just weeks…and watch your entire business flourish!
“I do this because I love it. I do it because we deal with families and you see immediately the impact you’re having. The bottom line is, they pay me to do this stuff, but you don’t have to pay me to do this, because you can actually see the goodness of what we’re doing. I spent a long time wondering about whether or not I should do this, and now that I’ve done it, I’m wondering why it took me so long.” —Jack Shinn, Montclair, NJ
If you’re like most advisors, you’ve looked at the college planning niche and wondered… how do I get paid?
How do I make a living on Coverdells, 529s, or any of the other college savings vehicles? Contributions are small. Assets take time to build. WHERE IS THE BUSINESS?!
The business you might have missed… a mistake many advisors make… is focusing on the wrong end of the college planning timeline.
It’s hard to make money encouraging young parents to save, but you can make money advising wealthy families how to help clients save thousands in tuition, get their kid a great education, and NOT BLOW UP their retirement savings.
And that’s the sweet spot… the late-stage college funding period where the assets are big, the bills are due, and prospects are wealthy and stressed.
It’s the essence of a money-in-motion niche… and one that will naturally grow your retirement business!
Because once you’ve helped parents finance their kids’ education, you’re the top contender for their retirement accounts. They’ve seen your work. You know their secrets. In 75% of the cases, they want to continue a relationship with you!
“Once they start getting awards, I analyze them with the family. You have to compare the award to what the college is giving other students. If Lehigh gives a child $21,000, but a similar student got $27,000, that doesn’t look so good. I tell parents to go back to the school and see if they can get more money. If they’re successful and get, say, $25,000 per year, my advice saved them roughly $16,000. That’s a chunk of money! That makes this fun.”
Savvy College Planning® program includes:
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The Financial Advisor’s Guide to Savvy College Planning
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200 College Planning Questions Answered: What Savvy Advisors Need to Know:
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4 Webinar training sessions
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Monthly Newsletter
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Live Update Webinars
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2 Client Presentations
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Marketing Toolkit
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The Savvy Parents’ Guide to Cutting College Costs
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10+ Article Reprints
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Key College Funding Data Card
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Member Website
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CE Credit
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And more
PROGRAM LEADER
Lynn O’Shaughnessy is a nationally recognized college expert, consultant, and speaker.
Lynn O’Shaughnessy
As program director of Savvy College Planning® her chief goal is to help you and your clients become smart college shoppers. After buying a home, college is often the second biggest expense in a family’s life, and few financial advisors understand how to make it more affordable.
Lynn is the author of the Amazon bestseller: The College Solution: A Guide for Everyone Looking for the Right School at the Right Price. She is a contributor to CBS MoneyWatch and she writes about college at her popular blog The College Solution.
Prior to focusing on college issues, she wrote three financial books, The Unofficial Guide to Investing (MacMillan), as well as Retirement Bible and Investing Bible (John Wiley & Sons). She’s also ghost-written two other financial books, one a New York Times bestseller.
A former Los Angeles Times reporter, she has written and/or been interviewed about college issues for such national outlets as The New York Times, Bloomberg BusinessWeek, Consumer Reports, USA Today, Money Magazine, The Wall Street Journal, Los Angeles Times, Newsweek, Associated Press, MSN Money, Huffington Post, Fox Business News, Smart Money, Reuters and The Early Show on CBS.
Click here to learn more about Savvy College Planning.
Don’t waste another minute running reports comparing different colleges for your college-bound clients. College Aid Pro™’s streamlined processes are battle-tested, and fast, to give your clients the best experience possible when planning their college funding strategy.
College Aid Pro™ is a state-of-the-art college funding tool for financial professionals, that is changing the way America shops for college. This all-in-one tool allows your clients to self-onboard, and have you guide them through an apples-to-apples comparison of thousands of colleges and universities across the country. Cost analysis and planning tools, along with white-labeled reports and client-facing solutions, are available with the click of a button.
Jonathan West
Founder, College Funding Group, LLC
“College Aid Pro (CAP) is an amazing timesaver! No longer do I have to do hours of manual research of details and number crunching to present an accurate, professional plan to clients. I'm able to serve more clients more consistently, and I have the time to focus on specific strategies that save clients money. College planning completely changes when you use CAP.”
5 critical things every college-bound family needs to know:
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How much colleges think you can afford
College Aid Pro™ helps you understand what each college thinks you can afford, otherwise known as your “expected family contribution” or EFC.
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How much your family can actually afford
Before you go shopping, determine your family’s college budget for all four years. A process we call College Pre-Approval™.
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How to find schools that will be the most generous with financial aid
With the advanced college search you can quickly find schools that will give you the most free money, regardless of income level. Detailed need-based grant and merit scholarship information for over 2,000 schools across the country.
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The “out of pocket” cost for all four years at each institution
The sticker price of college is completely irrelevant. CAP will show you the “true cost” of college after grants and scholarships so you fully understand what you’re getting into.
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The college funding gap and resulting student loans at each college
CAP will show you exactly how you will pay for all 4 years of college down to the penny. This includes total student loans and the resulting payment.
College Aid Pro™ features:
Peg Keane Keough, AIF®
Founder, Way to the Quad
“Because of the unique features that CAP offers I have been able to attract new clients which resulted in 15% top line revenue growth last year. I have worked with four different college financial planning programs and CAP is by far the best program I have used in my business. The client portal feature has given me the opportunity to offer my clients even more value and it gives my families a wonderful tool to continue to use as we work together—a great value add! The reports and college search capability have helped differentiate me in the marketplace as a college financial planner and the tool is so easy to use it has made my life easier.
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Net-Cost Comparison of 2,400+ Schools
Find schools that will give you the most free money and compare your families out of pocket cost Our apples-to-apples comparison allows you to contrast different school options across the country, calculate EFCs, and calculate EFCs, and smart-search for the best-fit schools for your clients and their college-bound kids.
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Expected Family Contribution Calculations
The College Aid Pro™ tool helps you understand what each college thinks you can afford, otherwise known as your expected family contribution.
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Custom Reports
You can see into the future! You’ll never be left to wonder what the actual cost college is. Your customized reports make it easy to understand financial aid provided, the out of pocket cost to attend, and your funding gap as compared to your College Pre-Approval™ budget.
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College Snapshot
You will understand where you can get in, and how generous each school is with financial aid. See important information about any school at a glance including admissions data, rankings, and financial aid stats.
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Data Tracking
Struggling to keep track of your various school and financial aid applications? The College Aid Pro™ tool can help! Easily track the status of your applications and manage deadlines.
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Save on the Cost of College
American high school seniors are expected to make one of the biggest financial decisions of their lives—often before they even turn 18. The cost of college has a colossal impact on them, on you as their parents, on the future generations of your family. Our team believes that, through leveraging College Aid Pro™, you’ll be able to save on the cost of college and make an empowered financial decision that will positively impact your high school senior and your family for decades to come.
Note: You must be a
Savvy College Planning member to purchase. You can launch the CAP software directly from the
Savvy College Planning website.
Yes, I need to educate clients and prospects about college planning issues that are so important to my community, my clients, and their children.
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Best deal— Yes, I want to build my expertise and service my clients and prospects with both Savvy College Planning® and College Aid Pro™ for the discount price of $1,772 (plus tax and shipping).
I just want to join Savvy College Planning®. I understand I can add College Aid Pro™ at any time after I become a member. Click here.
Note that Horsesmouth receives an affiliate fee for purchases made through our websites.
Go Ahead and Signup Now—There’s No Risk So Give It a Try
Your "Savvy College Planning®" and College Aid Pro™ fee will be charged directly to your credit card. Our online process is secure and you can safely provide your credit card information in the form below.
To save time, your membership will be renewed at the end of its term for Savvy College Planning at $497 per year (you can cancel at any time) and College Aid Pro™ for $1,275 . You will receive a reminder from us two weeks before your credit card is charged, so you have time to update your card information.
About Horsesmouth
Since 1997, Horsesmouth has been helping financial advisors succeed by providing timely guidance on key topics such as business development, practice management, financial planning and investment strategies.
FOR INSTANT SERVICE Call Toll Free: 1-888-336-6884 ext 1 (Outside U.S.: 1-212-343-8760)