Training Event Components

Components

PROMO

Retail: $4,195 - Training 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

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

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)