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

How To Build A Practice You Love With College Funding

We're often asked, "how do planners attract 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, earning their trust, and integrating college funding into a comprehensive planning & investment management practice.

Part 1: The Mechanics of College Funding - How to Do College Planning the Right Way, you learn a system to guide families with college-bound teens to better college-funding outcomes. That technical training is key and we require you to complete it before moving on to the marketing resources offered here in Part 2.

Once you've learned how to provide great college funding advice, this course will provide you with a suite of resources you need to build a thriving business that makes client acquisition & retention simpler.

One new client pays for your investment in 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-oriented client acquisition model puts you on pace to add 4 new clients/quarter.

As a college funding specialist, you solve an acute need of mass-affluent Gen-X families. 

Parent's with college bound teens have a major investment in front of them with a deadline and a benefit to taking action. They know they need help and they're looking for answers.

We show you how to 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 mass-affluent Gen-X families.

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 goals, and then look to you as a trusted financial planner.

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…

College Pre-Approval™ Branded Marketing Materials including:

  • PowerPoint Decks for Group Presentations
  • A New Approach To College Funding 10-page Brochure
  • Bi-fold Brochure
  • Spreadsheets for Working with Clients
  • College-Planning Data Gathering Instrument
  • This collection of marketing collateral shows you've been trained in the College Pre-Approval™ Process, lends credibility, and saves you hundreds in hours & thousands of dollars creating it all on your own. 

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 stand out 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 and look like a genius to your clients.
Get 2 bonus scholarship-finding systems:

  1. My Kid's College Choice's Scholarship Finding Guide
  2. 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 true resource in your community.

4 million freshman started high school in 2018 and college tuition continues to rise. There is a huge opportunity for you to serve your clients & community at a higher level when you master the College Pre-Approval™ process.

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

Praise for this course:

5 star rating

Joe to market College Planning

Charles Shipman

Joe's extensive knowledge in the area of marketing college planning and his easy-going presentation skills make this a solid 5-star course. In addition, he p...

Read More

Joe's extensive knowledge in the area of marketing college planning and his easy-going presentation skills make this a solid 5-star course. In addition, he provides great college planning tools, materials, and resources to help other advisors gain the competitive advantage of truly differentiating themselves in today's overcrowded advisory/planning industry. After taking his introductory college planning course through the XY Planning Network, the leading organization of fee-only financial advisors who specialize in helping members of Gen X and Gen Y, I have an even greater understanding of how the college financial aid process works and what data are crucial to clients. Joe and Dave at Capstone College Partners were also very helpful and always provided timely responses to questions and emails. Thanks!

Read Less

About the instructor

CFP®, ChFC®, CLU®, Founder & CEO Capstone College Partners

Joe Messinger

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.

Course Curriculum

  • 1

    Start Here: Welcome - Guidelines for use of College Pre-Approval™ Materials

    • Term of Use/Best Practices — How to Brand and Leverage Your Materials

  • 2

    Become a sought after advisor in an under-served niche.

  • 3

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

    • How To Build Winning Partnerships & Align With Centers Of Influence

    • Example of Client Focused Webinar Powerpoint Slides you can customize.

    • Centers Of Influence Deconstructed: See exactly what to do with your new marketing materials & learn who to talk to.

    • Notes & Action Steps

    • Joe's MindMap

    • NEW - Smart Money Moves for the College Bound (Video)

    • NEW - Download: College Pre-Approval™ Slide Deck

    • NEW - Smart Money Moves Webinar (script)

    • Template: Description of your event for partners.

    • Download: "6 Steps to Paying for College" (Full Deck)

    • Archive (Old) - Smart Money Moves Webinar (Script)

    • Archive (Old) - Smart Money Moves For the College-Bound™

    • Archive (Old) - Download: "College Pre-Approval™ Slide Deck"

  • 4

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

    • Watch a mock first session with a client...

    • College Pre-Approval™ Full Spreadsheet

    • The College Pre-Approval™ Checklist

    • Discovery Meeting Script

    • 1 Page College Funding Plan — How to Get the College Pre-Approval™ Amount

    • Scholarship Search Spreadsheet

  • 5

    College Pre-Approval™ Branded Marketing Materials

  • 6

    Sales scripts, talking tracks, and additional resources

  • 7

    Digital marketing bonus material

    • Inbound Marketing For Advisors

    • USP Writing Template

    • How Advisors' Content Marketing Leads To Email Marketing

    • FaceBook Marketing For Financial Advisors

    • Search Engine Optimization (SEO) & Local Marketing Online For Advisors

    • LinkedIn Prospecting For Financial Advisors

Get Part 2: Marketing College Planning & Building A Business As Your Local Expert. Make client acquisition & retention easier than ever. Develop a business you're passionate about, helping people you love working with...

Get Parts 1 & 2 together now — save $1000!

  • $2,999.00

    $2,999.00Mastering College Pre-Approval™

    Buy Now
  • 12 x $299.00

    12 x $299.00Mastering College Pre-Approval™

    Buy Now