Training Event

College Planning Training Event

Monday, Tuesday, and Wednesday
December 11th, 12th, and 13th
The Orleans Hotel & Casino
Las Vegas, Nevada

Register Online Now

Never worry again about prospecting effectively or adding new clients!

Our proven solutions, premium strategies, and systematic processes all deliver powerful results for you!

Secure Online Registration

Download Registration Form

Put our industry-leading niche’ marketing solution to work for you – the addition will be practically seamless!

You may also download and fax or email your registration form.

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Room Reservations

Conference Host Site

The Orleans Hotel & Casino

1.800.675.3267

Group Code: A7DSC12

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Early Bird Registration: Only $495

Register by November 15th and Save $300!

Register after November 15th: $795
(Seating is limited to ensure personalized training.)

Itinerary

The most beneficial, well-organized training you will ever attend.

No fluff or frills … our Training Event is packed from start to finish with detailed, step-by-step specifics on ‘exactly’ how to get in front of more families that want to meet with you.

Complete Itinerary

Presenters

You will learn first-hand from the two people who have enrolled more families in college planning than anyone else in the United States.

Our two presenters have a combined 50+ years of college planning and financial services experience.

Read the Bios

Components

Everything you need to start adding new clients to your practice now!

Our two ‘premium’ components are used as the foundation of our training event, and also the cornerstone of the ongoing support each participating Advisor receives.

Find Out More

Itinerary

The most beneficial, well-organized training you will ever attend.

No fluff or frills … our Training Event is packed from start to finish with detailed, step-by-step specifics on ‘exactly’ how to get in front of more families that want to meet with you.

Complete Itinerary

Presenters

You will learn first-hand from the two people who have enrolled more families in college planning than anyone else in the US.

Our two presenters have a combined 50+ years of college planning and financial services experience.

Read the Bios

Components

Everything you need to start adding new clients to your practice now!

Our two ‘premium’ components are used as the foundation of our training event, and also the cornerstone of the ongoing support each participating Advisor receives.

Find Out More

I like the laid back and straight-forward style you showed – excellent!

Reginald Thompson

Thank you for staying on time. I enjoyed the pace of the seminar.

Sylvia Perez

I really like how the focus is on the student, and not just moving money.

Ben Sumner

Itinerary

Monday, December 11th
  • 9:00 – 10:30  The Ideal Combination
    • The 3 Components of Effective College Planning
    • The Ease of Presenting an Immediate Need
    • Don’t Compete with Yourself
  • 10:30 – 10:45  Break
  • 10:45 – 12:00  The College Planning Industry
    • Seamless Integration of Your Products
    • College Funding – The Real Story
    • Become a Trusted Advisor; Not a Salesperson
  • 12:00 – 1:00  Lunch (provided)
  • 1:15 – 3:00  Delivering College Planning
    • Statement of Ethics
    • College Planning Service Structure
    • eCollegePro® Family Suite
  • 3:00 – 3:15  Break
  • 3:15 – 5:00  Put the “Ideal Combination” to Work
    • Seamless Data Integration Platform
    • Presenting Specifics to the Family
    • Blending Your Additional Financial Services
Tuesday, December 12th
  • 9:00 – 10:15  The Perfect Marketing Vehicle
    • Your Existing Warm Market (win, win, win)
    • Building a Strong Affiliates Network
    • ‘Proven’ Direct Response Marketing
  • 10:15 – 10:30  Break
Tuesday (continued)
  • 10:30 – 12:00  Exclusive, Invitation-Only Marketing
    • American College Foundation Referral Program
    • Advanced Referral Generation that Works
    • College Planning Workshops (golden to families)
  • 12:00 – 1:00  Lunch (provided)
  • 1:15 – 3:00  Presenting College Planning
    • Importance of ‘Setting the Stage’
    • Group Presentation (reading the room)
    • Individual Presentation (selling the hot buttons)
  • 3:00 – 3:15  Break
  • 3:15 – 5:00  ‘Closing’ the Sale
    • Qualifying Interview (take-away)
    • The Simple Secrets to Closing 80%+
    • Streamlined Online Enrollment Process
Wednesday, December 13th
  • 9:00 – 10:15  Creating Your Action Plan
    • Pre-Certified College Advisor Exam
    • Keys to Making College Planning Work for You
    • How to ‘Best’ Hit the Ground Running
  • 10:15 – 10:30  Break
  • 10:30 – 12:00  College Planning / Holistic Plan
    • Don’t Make Decisions in a Vacuum
    • The Bucket Plan®
    • Assistance with Products and Case Design
Monday, December 11th
  • 9:00 – 10:30  The Ideal Combination
    • The 3 Components of Effective College Planning
    • The Ease of Presenting an Immediate Need
    • Don’t Compete with Yourself
  • 10:30 – 10:45  Break
  • 10:45 – 12:00  The College Planning Industry
    • Seamless Integration of Your Products
    • College Funding – The Real Story
    • Become a Trusted Advisor; Not a Salesperson
  • 12:00 – 1:00  Lunch (provided)
  • 1:15 – 3:00  Delivering College Planning
    • Statement of Ethics
    • College Planning Service Structure
    • eCollegePro® Family Suite
  • 3:00 – 3:15  Break
  • 3:15 – 5:00  Put the “Ideal Combination” to Work
    • Seamless Data Integration Platform
    • Presenting Specifics to the Family
    • Blending Your Additional Financial Services
Tuesday, December 12th
  • 9:00 – 10:15  The Perfect Marketing Vehicle
    • Your Existing Warm Market (win, win, win)
    • Building a Strong Affiliates Network
    • ‘Proven’ Direct Response Marketing
  • 10:15 – 10:30  Break
  • 10:30 – 12:00  Exclusive, Invitation-Only Marketing
    • American College Foundation Referral Program
    • Advanced Referral Generation that Works
    • College Planning Workshops (golden to families)
  • 12:00 – 1:00  Lunch (provided)
  • 1:15 – 3:00  Presenting College Planning
    • Importance of ‘Setting the Stage’
    • Group Presentation (reading the room)
    • Individual Presentation (selling the hot buttons)
  • 3:00 – 3:15  Break
  • 3:15 – 5:00  ‘Closing’ the Sale
    • Qualifying Interview (take-away)
    • The Simple Secrets to Closing 80%+
    • Streamlined Online Enrollment Process
Wednesday, December 13th
  • 9:00 – 10:15  Creating Your Action Plan
    • Pre-Certified College Advisor Exam
    • Keys to Making College Planning Work for You
    • How to ‘Best’ Hit the Ground Running
  • 10:15 – 10:30  Break
  • 10:30 – 12:00  College Planning / Holistic Plan
    • Don’t Make Decisions in a Vacuum
    • The Bucket Plan®
    • Assistance with Products and Case Design

Presenters

John Belles MyFinancialPractice.com

John Belles

John Belles brings over 20 years of experience in sales, recruiting, and training in the financial services industry to the Dollars & Sense Training Event offered exclusively through the MyFinancialPractice.com platform.

John began his sales career selling door-to-door direct-to-consumer while completing his education at Utah State University.  During that time, he quickly learned the value of how to read a prospect, how to mirror a prospect, how to create urgency, and ask for the sale.

After college, John recruited, developed, and trained national sales forces for two different organizations in the financial services industry.  John has personally recruited and trained over five hundred financial services professionals for each organization and developed the majority of the marketing and sales training structure for each.

Since 2002, John has worked full time in the college planning industry exclusively with College Funding Solutions, Inc. (CFS), which is the parent company of the Dollars & Sense programs.  He has conducted hundreds of direct-to-consumer college planning workshops nationwide and is responsible for the enrollment of thousands of families into college planning.  In all, John has been responsible for recruiting, training, mentoring, and providing ongoing support for over 1,200 financial services professionals.

Coy R. Howe

Coy R. Howe has been in sales and marketing since the early 80’s, college planning since the early 90’s, and has worked with financial services professionals through the Dollars & Sense programs since their inception in 2005.

Coy is a highly-accomplished sales and sales-training professional and has built many successful sales and marketing organizations over the past three decades.

The ‘art of the sale’ training he acquired and adopted early in his career has served him very well in all aspects of his entrepreneurial and business development efforts.

In 1993, Coy founded College Funding Solutions, Inc. (CFS) where he serves as President and Managing Director.  CFS is widely recognized as the national leader in the college planning industry having assisted tens of thousands of families nationwide.  Coy has personally enrolled more families in college planning programs than anyone in the United States.

Coy authored the book “Money for College” and has been interviewed on numerous radio talk shows; referenced, quoted, and interviewed in several national publications; written proprietary, web-based college planning software applications; and is highly regarded as an ‘expert’ in the field of college planning.


Components

PROMO®
Retail: $2,095 – 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
  • Pre-approach letters for employers
  • Direct mail pieces (3 complete programs)
  • Current (warm) market announcement letter
  • 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: $2,195 – Training Event Pricing: $995
  • Unlimited web-based access from any connected device
  • Personalization capabilities for all provided materials
  • New client data-gathering and “auto-magic” delivery to Advisor
  • Both federal and institutional methodology EFC formulas
  • In-depth college admission and funding stats on 2,000+ schools
  • 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
  • Advisor support knowledge base
  • College search and reporting feature
Email Notification System

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

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.