In High Demand: Why I Went From Investment Advisor to Full-Time College Consultant

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Overspending on Tuition Is Ruining Retirement—How I Intervene Early to Protect Clients

Horsesmouth Essential: What’s Working Now: When this advisor realized many prospects were ruining their retirement hopes and dreams by taking on huge college tuition bills, he began to engage with people earlier around college planning, saving them considerable money and helping them view it as a retirement planning issue.

Meeting a Need That Keeps Prospects Up at Night

What’s Working Now: When you say to parents, “Our main focus is showing you how to minimize college expenses,” you’ve got their attention right from the beginning. From there, this advisor finds it easy to gain their business.

College Planning Workshops Help Fill the Pipeline With the Next Generation of Clients

What’s Working Now: Do you have lots of clients in the distribution phase? Collaborating with local college prep counselors to offer college planning seminars connects this advisor with a younger prospect base.