My Financial Practice

Training Event Components

Components

PROMO

Retail: $4,195 - Training Event Pricing: $995

PROMO - In-Depth College Planning Marketing Support
  • Exclusive access to pre-qualified, customized referrals
  • Line-by-line presentation scripts (one and two call closes)
  • PowerPoint slide presentations (one and two call closes)
  • Live presentation training videos
  • High school follow up specifics & techniques
  • Pre-approach letters for employers
  • Direct mail pieces (3 complete programs) 
  • Current (warm) market announcement letter / email
  • Four-color college planning handout brochure
  • Sample business cards and letterhead templates
  • Before and after comparisons and case studies
  • Client testimonials
  • Webinars, feedback, and interviews with current Advisors
  • Ongoing phone support with National Marketing Office
  • Unlimited web-based access from any connected device
  • Personalization capabilities for all provided materials
  • New client data-gathering and ‘auto-magic’ real-time delivery to Advisor
  • Both federal and institutional methodology EFC formulas
  • College search and reporting feature
  • In-depth college admission and funding stats on 2,000+ school
  • Advisor support knowledge base
  • Both Advisor and client access to all real-time, online reports:
    • EFC & college summaries
    • 40-page & 100-page planning reports
    • Line-by-line FAFSA & CSS/Profile answer keys
    • Award letter evaluations and appeal procedures
    • Service center phone logs & activity summaries
  • Unlimited individual client entries & reporting

DataLink

Retail: $3,995 - Training Event Pricing: $995

DASO Premium College Planning Software

PROMO

Retail: $4,195 - Event Pricing: $995

  • Exclusive access to pre-qualified, customized referrals
  • Line-by-line presentation scripts (one and two call closes)
  • PowerPoint slide presentations (one and two call closes)
  • Live presentation training videos
  • High school follow up specifics & techniques
  • Pre-approach letters for employers
  • Direct mail pieces (3 complete programs) 
  • Current (warm) market announcement letter / email
  • Four-color college planning handout brochure
  • Sample business cards and letterhead templates
  • Before and after comparisons and case studies
  • Client testimonials
  • Webinars, feedback, and interviews with current Advisors
  • Ongoing phone support with National Marketing Office

DataLink

Retail: $3,995 - Event Pricing: $995

  • Unlimited web-based access from any connected device
  • Personalization capabilities for all provided materials
  • New client data-gathering and ‘auto-magic’ real-time delivery to Advisor
  • Both federal and institutional methodology EFC formulas
  • College search and reporting feature
  • In-depth college admission and funding stats on 2,000+ school
  • Advisor support knowledge base
  • Both Advisor and client access to all real-time, online reports:
    • EFC & college summaries
    • 40-page & 100-page planning reports
    • Line-by-line FAFSA & CSS/Profile answer keys
    • Award letter evaluations and appeal procedures
    • Service center phone logs & activity summaries
  • Unlimited individual client entries & reporting

Email Notification System (ENS)

Included with our DataLink component, is our Email Notification System (ENS), which is a highly-sophisticated application designed specifically to employ seamless communication between the college planning service center, the family, and the financial professional.

With each client interaction, an email notification is ‘auto-magically’ sent to both the family and Advisor.  For the family, ENS further solidifies the ‘team’ effort; for you as an Advisor, ENS provides real-time updates of both your clients’ participation and progress.

Great attention has been put into the ENS design so as to not interfere with, but rather compliment, what you do best – provide financial solutions to families with your financial products and services.

Email Notification System (ENS)

Sell Life and Annuities with College Planning

Included with our DataLink component, is our Email Notification System (ENS), which is a highly-sophisticated application designed specifically to employ seamless communication between the college planning service center, the family, and the financial professional.

With each client interaction, an email notification is ‘auto-magically’ sent to both the family and Advisor.  For the family, ENS further solidifies the ‘team’ effort; for you as an Advisor, ENS provides real-time updates of both your clients’ participation and progress.

Great attention has been put into the ENS design so as to not interfere with, but rather compliment, what you do best – provide financial solutions to families with your financial products and services.