Marketing College Planning & Building A Business As Your Local Expert

Let's end the student loan crisis one family at a time! | taught by Joe Messinger
Free Trial Buy $2,999.00
Joe Messinger
Joe Messinger
CFP®, ChFC®, CLU®, Founder & CEO Capstone College Partners

About the instructor

Joe is a leading authority on late-stage college funding and frequently speaks to organizations and parent groups, such as the OSCPA, FPA, and XY Planning Network.

With Capstone College Partners, he’s on a mission to educate other financial advisors to raise the bar on college funding advice…and help end the student loan crisis, one family at a time.

He started his own firm because of his struggles at large national firms to find and provide good financial advice — especially in the area of college planning.

It always seemed to be about the next product sale to a client.

After months of soul searching, he & his partner decided to strike out on their own in 2009 by forming an independent fee-only practice.

They chose the name “Capstone” to reflect the new firm’s focus on college planning (“capstone” refers to a student’s final course of subject mastery in a higher education setting). And, included “Partners” in the name to signify their intent with client relationships — that is, a real partnership built on trust and not just a one-time sales transaction.

In this course you'll learn how to replicate the process (without having to go through the trial & error experimentation they did). Learn a proven business building template you can implement to build a thriving practice working with clients you love.

If you have questions about Mastering College Pre-Approval™, don't hesitate to schedule a call with him here.

If you have any questions related to the marketing & sales modules of Mastering College Pre-Approval™, you can schedule a call with our marketing manager, Joe Gatto, here.

Dave Bowman is the go-to point of contact for our existing members and loves helping them incorporate our tools, education, resources, and vision so they can build great practices. You can schedule an appointment with him here.

Financial Advisors: Let's end the student loan crisis one family at a time!

Learn how to better serve Gen X clients, and rescue them from their #1 financial fear — paying for their children's college.

We're on a mission to revolutionize our industry's approach to college funding advice. We intend to empower financial advisors with the tools they need to help families make an informed college buying decision.

Join us for a deep dive into the process we use in our firm everyday to help clients navigate the stressful process of funding their children's college education.

How To Build A Practice You Love With College Funding

Everyone asks us how to get clients and carve out a niche for their own practice helping families in their community with college funding.

So, we're providing you our best strategies for connecting with families and earning their trust...and integrating college funding into a comprehensive planning & investment management practice.

Get unparalleled training to learn to do college planning better than 99% of financial advisors.
In Part 1: The Mechanics of College Funding — How To Do College Planning The Right Way you learn a system to deliver your clients the best college planning advice.

Now, you'll learn how to build a thriving business that makes client acquisition & retention simpler.

One new client pays for your investment in Part 2: Marketing College Planning & Building A Business As Your Local Expert — many times over!

We put you on a path to a $500,000 practice in 5-6 years. Our family friendly client acquisition model puts you on pace to get 4 new clients/quarter.

Of course, there is no guarantee you'll get there. We will give you the tools and training necessary, and the rest is up to you.

As a college funding specialist there is more demand than competition. Other advisors just don't know how to do this. So, you can really set yourself apart when you follow our model.

You'll see how to really build a successful business around college planning. When you solve a serious problem that many families in your community have — you become the go-to expert in your area for college planning advice.

Here is some of what you'll get...

  • Training & tools to build a business around college planning advice.
  • Practice management work flows to show you exactly what to do.
  • Talking tracks for client appointments: Learn what to say so you can impress clients with your college funding plan...and then they'll entrust you with all their savings.
  • Business development, sales & marketing strategies that work.

See the details below...

How to build centers of influence: Group presentations & 1 on 1 interactions

  • Learn to build trust with centers of influence, and create a network of referral partners.
  • Establish your credibility by doing group presentations.
  • Learn to engender trust with clients in the initial meetings.
  • Get Talking Tracks and Demonstrations of...
  • Conversations with COIs
  • 1-on-1s with Clients and Prospects
  • How to Run Workshops and Webinars

Become a sought after advisor in an under-served niche

  • Get to talk to families about what they care about most — their kids.
  • This is more than just talking about money. Learn how to make lasting connection.
  • Learn how to create a network that is desperate for the solutions you can provide.
  • Become a local resource for families, business owners, and community groups.
  • Be THE trusted expert in your community for Gen X parents
  • Learn to guide the conversation so that clients entrust you with their college plan, as well as investing all their savings with you.

Learn a proven, sales, marketing, and client acquisition service model

See how to put all the pieces together, and really build a business you love with college planning.
Get a turn-key, step-by-step business building blueprint.

You'll also receive…

White Label Marketing Materials including:

  • PowerPoint Decks for Group Presentations
  • Tri-fold Brochure
  • Guide to Financial Aid
  • Spreadsheets for Working with Clients
  • College-Planning Data Gathering Instrument

Register Now For Marketing College Planning & Building A Business As Your Local Expert

Get these bonuses...

  • Resource Guide 1 — How to create an advisor blog that generates leads for you.
  • Resource Guide 2 — Facebook Marketing: Inexpensive tactics for connecting with potential clients in your area.
  • Resource Guide 3 — Local marketing basics: How to get found in local search results on Google.
  • Resource Guide 4 — Efficient & effective lead generation with LinkedIn.
  • Resource Guide 5 — How to write an email newsletter that attracts clients.

You'll also receive invaluable spreadsheets to save you many hours of research & planning. Find free money for college...look like a genius to your clients...
Get My Kid's College Choice's Scholarship Finding Guide, and DIY College Rankings' "Comprehensive College Search Spreadsheet"

This problem isn't going away soon. Learn how to add massive value to the lives of your clients, their children, and your community. Become a real problem solver in your area.

4 million freshman started high school in 2016. And, college tuition just keeps rising. There is a huge opportunity for you to serve your clients & community at a higher level...when you master the College Pre-Approval™ process.

You'll reap the rewards of a thriving business in a growing niche, as well as added trust & respect in your community.

If you don't master college funding, your competitors will. Join the 1% of advisors that truly "get" this.

Isn’t it time to gain a competitive advantage in your area, and learn to serve your clients at a higher level?

Sign up for Mastering College Pre-Approval™ today.

This program is perfect for you if...

  • You see the scope of the student loan crisis, and want to do something about it.
  • You’re still agonizing over which niche to choose.
  • You’re still trying to be all things to all people, and would rather have a focused business blueprint to follow that’s proven to be successful.
  • You want to build a business that lights you up.
  • You want to be excited to go to work, and really help families.
  • You want to become a member of your community to whom families can turn to solve their most pressing financial concern.
  • You aren't afraid to do a little extra front end work, knowing that you'll earn your clients' trust now and maintain a long-term relationship.
  • You're prepared to work hard & learn the College Pre-Approval™ process, and then learn how to deliver so much value to your clients they choose you to manage all their savings — after you blow them away with your college planning solutions.

This program is not for you if...

  • You just want easy leads, so you can sell people more insurance.
  • You prefer high-pressure sales to the softer, consultative sales process.
  • It's hard for you to empathize with Gen X families with college-bound children.
  • You have a scarcity mindset, and are afraid to make a smart investment in your business now in order to see future gains.
  • You're desperate for clients, and want a silver bullet, get rich quick business model.

Isn’t it time to gain a competitive advantage in your area, and learn to serve your clients at a higher level?

Trusted by industry thought leaders...

"Joe Messinger is my go to expert for all things college planning. His fee-for-service, fiduciary approach, is a breath of fresh air in a world that has seen a lot of abuse from the insurance industry. He's an excellent speaker and trainer, and I highly recommend his work!"
Alan Moore, MS, CFP®
Director of Speeding Things Up & Co-Founder XY Planning Network

Differentiate yourself from all the other financial advisors in your area. Learn to become the go-to expert for college funding advice, and develop a practice you love. Register today...

Our Guarantee: Try Mastering College Pre-Approval™ for 30 days. If you don't believe you can implement this strategy and get at least 1 new client in the next six months...we'll refund your investment in full.

Course Contents

7 Videos
6 Texts
2 PDFs

Course Curriculum