Training Event

College Planning Training Event

Monday and Tuesday
November 9th & 10th, 2020
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!

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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.

Room Reservations

Conference Host Site
The Orleans Hotel & Casino

1.800.675.3267
Group Code:  A20DC12

Registration Deadline and Discounted Packages Available

Training Event Dates:  November 9th & 10th, 2020

Registering by October 14th

Special $495 Discounted Registration

Registering after October 14th:  $795
(Seating is limited to ensure personalized training.)

Early Registration Time Remaining

Itinerary

No fluff or frills. Hundreds of attendees have told us that our event was the most beneficial, well-organized training they had ever attended.

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.

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 and share all of their 'inside' expertise with you.

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.  All marketing and data management support is also included.

Itinerary

Monday, November 9th

9:00 - 10:15  The Perfect Combination

  • Targeted Niche’ to Easily Build Your Market Share
  • Become What People are Interested in Buying
  • 3 ‘Must-Know’ Keys to Increase Your Annual Production
  • Marketing that Doesn’t Feel Like Marketing
  • The Simplicity of Presenting an Immediate Need
  • Importance of Not Competing with Yourself

10:15 - 10:30  Break

10:30 - 12:00  The College Planning Machine

  • Attracting Premier Financial Clients
  • The ‘Real’ Story of College Planning
  • The 3 Components of Effective College Planning
  • Seamless Integration of Your Products
  • Become a Trusted Advisor; Not a Salesperson

12:00 - 1:00  Lunch (provided)

1:15 - 3:00  College Planning - We'll Do the Heavy Lifting

  • Immediately Benefit from Our ‘Outside-the-Box’ Thinking
  • Best Ideas are Most-Often the Simplest Ones
  • Hands-On Experience, Development, & Refinement
  • Cutting-Edge, Industry-Leading Service Structure
  • Technology Enhances Human Interaction – Results
  • eCollegePro® Family Suite – Comprehensive Version

3:00 - 3:15  Break

3:15 - 5:00  Putting the 'Ideal Combination' to Work

  • Seamless Data Integration Platform
  • ‘Polished’ Reporting with a Single Mouse Click
  • Your Products and Services are ‘Part of the Process’
  • Easy to Explain, Easy to Present, & Easy to Convert
  • 5 ‘Guidelines’ to Blending Other Financial Services

Tuesday, November 10th

9:00 - 10:15  The Perfect Marketing Vehicle

  • Understanding What Customers Want to Buy
  • 9 ‘Proven’ Marketing Platforms (Detailed)
  • What We Mean by ‘Simple is Simple’
  • Easiest Way to Convert Prospects to Clients
  • Shortening Your Customer Buying Lifecycle (CBL)
  • People Buy Why You Do What You Do – Explained

10:15 - 10:30  Break

10:30 - 12:00  Exclusive, Invitation-Only Programs

  • Systematically Identify Your Target Audience
  • Simplified Cross-Platform Marketing Automation
  • 4 ‘Must-Know’ Steps to Increase Your PPC
  • ACF ‘Exclusive’ Referral Program (Premium)
  • Setting Yourself Apart from the Competition

12:00 - 1:00  Lunch (provided)

1:15 - 3:00  Presenting College Planning - Simplified

  • How to Most Effectively ‘Set the Stage’
  • Group Presentation (Reading the Room)
  • Individual Presentation (Identifying Hot Buttons)
  • Qualifying Interview (Take-Away)
  • The Simple Secrets to Closing 80%+
  • Streamlined Online Enrollment Process

3:00 - 3:15  Break

3:15 - 5:00  Your Entirely Fresh Marketing Presence

  • 10 Strategic Keys to Making College Planning Work for You
  • How to ‘Best’ Hit the Ground Running
  • Don’t Make Decisions in a Vacuum
  • Unlocking the Financial Potential of College Planning
  • Easy Product Placement & Advanced Case Design

Presenters

John Belles - College Funding Solutions, Inc
John Belles

John Belles brings over 20 years of experience in sales, recruiting, and training in the financial services industry to the My Financial Practice programs.

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 MyFinancialPractice.com programs.

John 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 1,700 financial services professionals.

Coy Howe - College Funding Solutions, Inc
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 My Financial Practice programs and platforms 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.

John Belles - College Funding Solutions, Inc
John Belles

John Belles brings over 20 years of experience in sales, recruiting, and training in the financial services industry to the My Financial Practice programs.

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.

Coy Howe - College Funding Solutions, Inc
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 My Financial Practice programs and platforms 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.

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 MyFinancialPractice.com programs.

John 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 1,700 financial services professionals.

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.

The Immediate-Need Door-Opener

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Turn-Key Training Event

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My Career in College Planning

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Company Background

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Your Products and Services

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The Family's Advocate

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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.