© 2005-2023, MyFinancialPractice.com, a CFS Company
- 866.360.1488
- Info@MyFinancialPractice.com
- September 27, 2023
Virtual Training Event
Thursday, July 8th, 9am – 1pm (Pacific)
and
Friday, July 9th, 9am – 1pm (Pacific)
The industry’s most recognized, turn-key, and effective
College Planning Training Event goes from in-person …
… to digital.
All the benefits, all the resources, and all of the support …
… all delivered virtually!
All plan pricing above reflects enrollment by the
Early-Bird Deadline: Wednesday, June 30, 2021
Register by the Early-Bird Deadline
and also receive:
Adding late-stage college planning couldn’t be easier.
Put the most powerful and efficient new client
acquisition platform in the industry to work for you.
No need to become a college planner to participate.
We do all the college planning heavy-lifting for you.
Virtual Training Event Itinerary
Thursday, July 8th
9:00 - 10:00 The Perfect Combination
10:00 - 11:00 The College Planning Machine
11:00 - 11:30 Break
11:30 - 12:15 College Planning - We'll Do the Heavy Lifting
12:15 - 1:00 Putting the 'Ideal Combination' to Work
Friday, July 9th
9:00 - 10:00 The Perfect Marketing Vehicle
10:00 - 11:00 Exclusive, Invitation-Only Programs
11:00 - 11:30 Break
11:30 - 12:15 Presenting College Planning - Simplified
12:15 - 1:00 Your Entirely Fresh Marketing Presence
Virtual Training Event Presenters
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 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 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 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
Turn-Key Training Event
My Career in College Planning
Company Background
Your Products and Services
The Family's Advocate
Components
PROMO
Retail: $4,195 - Virtual Event Pricing: $0 (Included)
DataLink
Retail: $3,995 - Virtual Event Pricing: $0 (Included)
PROMO
Retail: $4,195 - Event Pricing: $0 (Included)
DataLink
Retail: $3,995 - Event Pricing: $0 (Included)
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)
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.
Exclusive Referral Network
American College Foundation
Setup Fee: $1,795 - Virtual Event Pricing: $0 (Included)
We are the exclusive referral distribution partner for one of the nation’s largest for-profit charities focusing on preparing and paying for college. All referrals are delivered to participating Advisors in real-time and are protected by an exclusive zip code-driven marketing territory.
The American College Foundation (“ACF”) provides scholarships as well as college preparation and funding guidance for high school students and their parents all across the United States. Thousands of high schools link to the ACF’s website and many use the ACF as a resource for more in-depth college planning procedures.
Through the ACF, each year tens-of-thousands of families request additional funding and planning assistance from a local, qualified, financial professional with training in college planning. Referrals from the ACF have specifically asked to speak with a financial professional regarding their college, investment, retirement, and related financial planning needs.
Exclusive Referral Network
American College Foundation
Setup Fee: $1,795 - Virtual Event Pricing: $0 (Included)
We are the exclusive referral distribution partner for one of the nation’s largest for-profit charities focusing on preparing and paying for college. All referrals are delivered to participating Advisors in real-time and are protected by an exclusive zip code-driven marketing territory.
The American College Foundation (“ACF”) provides scholarships as well as college preparation and funding guidance for high school students and their parents all across the United States. Thousands of high schools link to the ACF’s website and many use the ACF as a resource for more in-depth college planning procedures.
Through the ACF, each year tens-of-thousands of families request additional funding and planning assistance from a local, qualified, financial professional with training in college planning. Referrals from the ACF have specifically asked to speak with a financial professional regarding their college, investment, retirement, and related financial planning needs.