Virtual Training Event

Late-Stage College Planning
Virtual Training Event

Thursday, July 8th, 9am – 1pm (Pacific)
and
Friday, July 9th, 9am – 1pm (Pacific)

Advisors Trained
0 +
Referrals Provided
0 +
Years Experience
0 +
Clients Assisted
0 +

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!

'Premium'
Turn-Key Platform


All You Need to Start
Adding New Clients Virtually

Everything is Included!
$2,795
$ 2,195 When Registering by June 30th
  • Virtual Training Event & Alumni Video Library
  • Exclusive Access to Premium Referrals
  • Easy Start-Up & Simplified Integration
  • Online Interview & Enrollment Platform
  • Built-In Customizable CRM (Referrals Auto-Populate)
  • Step-by-Step Engaging Presentation Guide
  • Complete PowerPoints & Line-by-Line Scripts
  • Back-Office College Planning Fulfillment Center
  • Financial Product Transition Guidance (if requested)
  • Forward-Thinking Marketing Platforms
  • Proactive Strategies & Powerful Advanced Resources
Industry Leader

Choose Your Payment Option ...

Budget-Saver


4 Monthly Installments of
$ 568
75
  • All Program Benefits Included
  • Ease Your Marketing Budget
  • Monthly Support & Licensing:  $99
    (waived for 4 months)

Max-Saver


One-Time Payment
$ 2,195
  • All Program Benefits Included
  • Immediate Savings to You
  • Monthly Support & Licensing:  $79
    (waived for 12 months)
Top Choice

Budget-Booster


6 Monthly Installments of
$ 392
50
  • All Program Benefits Included
  • Improve Your Cash Flow
  • Monthly Support & Licensing:  $99
    (waived for 6 months)

All plan pricing above reflects enrollment by the
Early-Bird Deadline:  Wednesday, June 30, 2021

Register by the Early-Bird Deadline
and also receive:

Everything You Need to Get Started

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.

Register Now in a Couple Easy Steps

Includes Virtual Training Event, Exclusive Referrals,
All Marketing & Presentation Materials, & Ongoing Support

Early Registration Time Remaining

Virtual Training Event Itinerary

Thursday, July 8th

9:00 - 10:00  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

10:00 - 11:00  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

11:00 - 11:30  Break

11:30 - 12:15 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

12:15 - 1:00  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

Friday, July 9th

9:00 - 10:00  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

10:00 - 11:00  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

11:00 - 11:30  Break

11:30 - 12:15  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

12:15 - 1:00  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

Virtual Training Event 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

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)

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 - Virtual Event Pricing: $0 (Included)

DASO Premium College Planning Software

PROMO

Retail: $4,195 - Event Pricing: $0 (Included)

  • 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: $0 (Included)

  • 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.

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.

American College Foundation

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.