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- Info@MyFinancialPractice.com
- September 27, 2023
Advisor / Family Programs & Ongoing Support
There’s no need to become a full-time college planner to enjoy the benefits from the industry’s most reliable door-opener and relationship-builder: college planning. However, you do need a structure, experience, and support behind you.
There’s no need to become a full-time college planner to enjoy the benefits from the industry’s most reliable door-opener and relationship-builder: college planning. However, you do need a structure, experience, and support behind you.
Delivering College Planning
There is certainly nothing more important to parents than their children. If you start the conversation with college planning, delivering college planning is a must!
That’s why we work exclusively with College Funding Solutions, Inc. (“CFS”) for all of our Advisors’ back office, heavy lifting, college planning needs. CFS has been assisting families since 1993 and has extensive ‘hands-on’ experience in working with tens of thousands of families.
3 Key College Planning Elements
Your financial component is extremely important; however, delivering a well-rounded college planning program is vital.
A truly effective late-stage college planning program is made up of three key components: Educational, Social, and Financial.
Comprehensive College Planning Program
The eCollegePro Family Suite, offered exclusively through CFS, is today’s most economically managed college planning program packed with essential guidance and procedures, which are all delivered in a direct, no-nonsense, easy-to-follow format.
Proven, personalized, and comprehensive, ECP helps each family easily understand the inner-workings of the process, prepare a workable plan, and stay on track … all designed to help ensure the student receives the best education for the money.
ECP has been built from nearly three decades of hands-on experience and delivers answers from the family’s perspective, not a misinformed third party, or a biased source with a hidden agenda.
Human Interaction
Our nearly three decades of experience has taught us that the absolute # 1 most important service feature for both client families and Advisors alike is our knowledgeable, live support staff. Although that may sound simplistic, nowadays being able to speak with an actual ‘live’ person is important. In fact, in the college planning world, it’s actually vital. All of the training, support, services, platforms, and resources listed below are all backed 100% by our highly-trained staff.
Going the Extra Mile
We pride ourselves in the fact that our collaborative support staff is professional, understanding, and highly supportive. This is obviously very important to families; but it’s also highly important to our Advisors as well. Each family is a ‘client’ of our office and also a client of the Advisor as well. We understand that our support staff is the ‘go-to’ for both Advisors and client families alike. Our team always goes the extra mile to make sure all the I’s are dotted and the T’s are crossed.
Organized & Knowledgeable
We understand that when a client or Advisor contacts our office they certainly don’t want to be kept waiting. We also know that it wouldn’t be efficient for the client, the Advisor, or our office to ask and answer the same question over and over. The solution: experience and organization. Our inner-systems and processes are all proprietary (not out-of-the-box) and have all been written from the ground up to provide high-quality support and guidance in an organized, professional manner.
Delivering College Planning
There is certainly nothing more important to parents than their children. If you start the conversation with college planning, delivering college planning is a must!
That’s why we work exclusively with College Funding Solutions, Inc. (“CFS”) for all of our Advisors’ back office, heavy lifting, college planning needs. CFS has been assisting families since 1993 and has extensive ‘hands-on’ experience in working with tens of thousands of families.
3 Key College Planning Elements
Your financial component is extremely important; however, delivering a well-rounded college planning program is vital.
A truly effective late-stage college planning program is made up of three key components: Educational, Social, and Financial.
Comprehensive College Planning Program
The eCollegePro Family Suite, offered exclusively through CFS, is today’s most economically managed college planning program packed with essential guidance and procedures, which are all delivered in a direct, no-nonsense, easy-to-follow format.
Proven, personalized, and comprehensive, ECP helps each family easily understand the inner-workings of the process, prepare a workable plan, and stay on track … all designed to help ensure the student receives the best education for the money.
ECP has been built from nearly three decades of hands-on experience and delivers answers from the family’s perspective, not a misinformed third party, or a biased source with a hidden agenda.
Human Interaction
Our nearly three decades of experience has taught us that the absolute # 1 most important service feature for both client families and Advisors alike is our knowledgeable, live support staff. Although that may sound simplistic, nowadays being able to speak with an actual ‘live’ person is important. In fact, in the college planning world, it’s actually vital. All of the training, support, services, platforms, and resources listed below are all backed 100% by our highly-trained staff.
Going the Extra Mile
We pride ourselves in the fact that our collaborative support staff is professional, understanding, and highly supportive. This is obviously very important to families; but it’s also highly important to our Advisors as well. Each family is a ‘client’ of our office and also a client of the Advisor as well. We understand that our support staff is the ‘go-to’ for both Advisors and client families alike. Our team always goes the extra mile to make sure all the I’s are dotted and the T’s are crossed.
Organized & Knowledgeable
We understand that when a client or Advisor contacts our office they certainly don’t want to be kept waiting. We also know that it wouldn’t be efficient for the client, the Advisor, or our office to ask and answer the same question over and over. The solution: experience and organization. Our inner-systems and processes are all proprietary (not out-of-the-box) and have all been written from the ground up to provide high-quality support and guidance in an organized, professional manner.
Advisor Start Up, Coaching & Ongoing Support
Student / Family Services, Support & Guidance
Our primary objective and the most important part of your incorporating college planning as a niche' marketing solution for your practice is to make sure you are able to focus on what you do best: solve financial problems with your financial products.
With our proven plug-and-play system, you are able to focus on your life, annuity, and other related financial products and services, while at the same time helping families navigate one of the most exciting, yet stressful, times in their lives.
Our College Planning Training Event is turn-key and has been specifically designed to help you hit the ground running. Your learning curve has been greatly reduced and your results are soon realized. In fact, we often see Advisors adding new clients to their practice within only a few days from their completion of training.
At training we share with you a proven structure that contains all your need to become successful with late-stage college planning as a door-opener and relationship builder. We show you how the process works, focusing primarily on the asset / income / overall financial side and how your products fit. We also cover what families receive from our back-office fulfillment center and how we guide them through the process.
Next, we get into the marketing aspect. Although the exclusive referrals from the American College Foundation are a big focus, we also show you step-by-step exactly how easy it can be to incorporate any or all of our other eight marketing platforms, including: all promotional materials, scripts, PowerPoint slides, etc. that you need to incorporate what best suits your practice and your new client acquisition goals.
We also train you extensively in what is likely the most important and the easiest part of the entire process: the presentation!
You learn the ease of presenting an immediate need that results in immediate benefits to your client families. You also learn how much easier a qualification interview can be as opposed to a sales call when it comes to adding new clients. The art of the take away, the easy, non-threatening approach of an advocate instead of just another salesman in the family's eyes are also covered in great deal.
You will also learn how well our five-minute on-line application process works – that’s right, you are able to enroll each new client family through our online portal in only a couple of minutes. That’s all there is to it and we will take it from there … we gather all client data for you and deliver it to you "auto-magically" in real time via your online software, which is accessible from any connected device.
Finally, we will show you how to produce professional, process-driven, financial reports with only a click of the mouse. These reports outline to the family exactly which assets need to be repositioned and the impact that will have on their out-of-pocket college expenses. Included with this portion of the training are case studies with examples of how your life and annuity products fit and their importance in the overall late-stage college planning process. We also share with you proven techniques that will help you expand from the immediate-need life and annuity sales to the long-term relationship with your client families.
After our College Planning Training Event and to help you hit the ground running we have arranged everything you need in one easy-to-follow format within the Advisor Secure portion of our website. You will be given password-protected access to your Advisor Portal where you will find all of your late-stage college planning resource and support materials, including step-by-step reviews of the following:
Also included in your Advisor Portal will be all of your support materials:
Also, inside your Advisor Portal you will have access to our eLearningCenter, which is a complete video library for all Training Event alumni to view. Included are over 8 hours of uninterrupted video training materials, including:
Established strategies, essential know-how, and step-by-step guidelines delivered in real-time are at the heart of the ECP Program. Families have unlimited access to vital ‘core building blocks’ through personalized web-based resources that were created and designed to guide students and parents through the entire college planning process.
ECP is loaded with dynamic behind-the-scenes procedures, insider secrets, must-know techniques, and a month-by-month timeline, all in one easy-to-use, convenient format:
Families who receive instruction and develop knowledge on all aspects of the college planning process are often most successful.
ECP is structured to handle each student / family on a case-by-case basis. This may include more in-depth, personalized consultation. ECP can be custom-tailored to help each family level the playing field by concentrating their efforts on what matters most, making the best use of their time, and positioning themselves to succeed.
Families may call anytime during the student's high school years. Their time may be split over the entire process. For example, they may call for 30 minutes each during the sophomore and junior years, and use another hour during the student's senior year. Each family is provided with the additional peace of mind in knowing that they are receiving answers from their perspective that are based on nearly three decades of hands-on experience.
Available to families as necessary for a per-hour fee, additional personalized guidance may include:
Advisor Start Up, Coaching & Ongoing Support
Initial Training & Setup
Our primary objective and the most important part of your incorporating college planning as a niche’ marketing solution for your practice is to make sure you are able to focus on what you do best: solve financial problems with your financial products.
With our proven plug-and-play system, you are able to focus on your life, annuity, and other related financial products and services, while at the same time helping families navigate one of the most exciting, yet stressful, times in their lives.
Our College Planning Training Event is turn-key and has been specifically designed to help you hit the ground running. Your learning curve has been greatly reduced and your results are soon realized. In fact, we often see Advisors adding new clients to their practice within only a few days from their completion of training.
At training we share with you a proven structure that contains all your need to become successful with late-stage college planning as a door-opener and relationship builder. We show you how the process works, focusing primarily on the asset / income / overall financial side and how your products fit. We also cover what families receive from our back-office fulfillment center and how we guide them through the process.
Next, we get into the marketing aspect. Although the exclusive referrals from the American College Foundation are a big focus, we also show you step-by-step exactly how easy it can be to incorporate any or all of our other eight marketing platforms, including: all promotional materials, scripts, PowerPoint slides, etc. that you need to incorporate what best suits your practice and your new client acquisition goals.
We also train you extensively in what is likely the most important and the easiest part of the entire process: the presentation!
You learn the ease of presenting an immediate need that results in immediate benefits to your client families. You also learn how much easier a qualification interview can be as opposed to a sales call when it comes to adding new clients. The art of the take away, the easy, non-threatening approach of an advocate instead of just another salesman in the family’s eyes are also covered in great deal.
You will also learn how well our five-minute on-line application process works – that’s right, you are able to enroll each new client family through our online portal in only a couple of minutes. That’s all there is to it and we will take it from there … we gather all client data for you and deliver it to you “auto-magically” in real time via your online software, which is accessible from any connected device.
Finally, we will show you how to produce professional, process-driven, financial reports with only a click of the mouse. These reports outline to the family exactly which assets need to be repositioned and the impact that will have on their out-of-pocket college expenses. Included with this portion of the training are case studies with examples of how your life and annuity products fit and their importance in the overall late-stage college planning process. We also share with you proven techniques that will help you expand from the immediate-need life and annuity sales to the long-term relationship with your client families.
Ongoing Coaching & Support
After our College Planning Training Event and to help you hit the ground running we have arranged everything you need in one easy-to-follow format within the Advisor Secure portion of our website. You will be given password-protected access to your Advisor Portal where you will find all of your late-stage college planning resource and support materials, including step-by-step reviews of the following:
Also included in your Advisor Portal will be all of your support materials:
Also, inside your Advisor Portal you will have access to our eLearningCenter, which is a complete video library for all Training Event alumni to view. Included are over 8 hours of uninterrupted video training materials, including:
Student / Family Services, Support & Guidance
Core Building Blocks
Established strategies, essential know-how, and step-by-step guidelines delivered in real-time are at the heart of the ECP Program. Families have unlimited access to vital ‘core building blocks’ through personalized web-based resources that were created and designed to guide students and parents through the entire college planning process.
ECP is loaded with dynamic behind-the-scenes procedures, insider secrets, must-know techniques, and a month-by-month timeline, all in one easy-to-use, convenient format:
Advanced Consultation
Families who receive instruction and develop knowledge on all aspects of the college planning process are often most successful.
ECP is structured to handle each student / family on a case-by-case basis. This may include more in-depth, personalized consultation. ECP can be custom-tailored to help each family level the playing field by concentrating their efforts on what matters most, making the best use of their time, and positioning themselves to succeed.
Families may call anytime during the student’s high school years. Their time may be split over the entire process. For example, they may call for 30 minutes each during the sophomore and junior years, and use another hour during the student’s senior year. Each family is provided with the additional peace of mind in knowing that they are receiving answers from their perspective that are based on nearly three decades of hands-on experience.
Available to families as necessary for a per-hour fee, additional personalized guidance may include:
Student / Family Services, Support & Guidance
Our primary objective and the most important part of your incorporating college planning as a niche' marketing solution for your practice is to make sure you are able to focus on what you do best: solve financial problems with your financial products.
With our proven plug-and-play system, you are able to focus on your life, annuity, and other related financial products and services, while at the same time helping families navigate one of the most exciting, yet stressful, times in their lives.
Our College Planning Training Event is turn-key and has been specifically designed to help you hit the ground running. Your learning curve has been greatly reduced and your results are soon realized. In fact, we often see Advisors adding new clients to their practice within only a few days from their completion of training.
At training we share with you a proven structure that contains all your need to become successful with late-stage college planning as a door-opener and relationship builder. We show you how the process works, focusing primarily on the asset / income / overall financial side and how your products fit. We also cover what families receive from our back-office fulfillment center and how we guide them through the process.
Next, we get into the marketing aspect. Although the exclusive referrals from the American College Foundation are a big focus, we also show you step-by-step exactly how easy it can be to incorporate any or all of our other eight marketing platforms, including: all promotional materials, scripts, PowerPoint slides, etc. that you need to incorporate what best suits your practice and your new client acquisition goals.
We also train you extensively in what is likely the most important and the easiest part of the entire process: the presentation!
You learn the ease of presenting an immediate need that results in immediate benefits to your client families. You also learn how much easier a qualification interview can be as opposed to a sales call when it comes to adding new clients. The art of the take away, the easy, non-threatening approach of an advocate instead of just another salesman in the family's eyes are also covered in great deal.
You will also learn how well our five-minute on-line application process works – that’s right, you are able to enroll each new client family through our online portal in only a couple of minutes. That’s all there is to it and we will take it from there … we gather all client data for you and deliver it to you "auto-magically" in real time via your online software, which is accessible from any connected device.
Finally, we will show you how to produce professional, process-driven, financial reports with only a click of the mouse. These reports outline to the family exactly which assets need to be repositioned and the impact that will have on their out-of-pocket college expenses. Included with this portion of the training are case studies with examples of how your life and annuity products fit and their importance in the overall late-stage college planning process. We also share with you proven techniques that will help you expand from the immediate-need life and annuity sales to the long-term relationship with your client families.
After our College Planning Training Event and to help you hit the ground running we have arranged everything you need in one easy-to-follow format within the Advisor Secure portion of our website. You will be given password-protected access to your Advisor Portal where you will find all of your late-stage college planning resource and support materials.
Established strategies, essential know-how, and step-by-step guidelines delivered in real-time are at the heart of the ECP Program. Families have unlimited access to vital ‘core building blocks’ through personalized web-based resources that were created and designed to guide students and parents through the entire college planning process.
ECP is loaded with dynamic behind-the-scenes procedures, insider secrets, must-know techniques, and a month-by-month timeline, all in one easy-to-use, convenient format.
Families who receive instruction and develop knowledge on all aspects of the college planning process are often most successful.
ECP is structured to handle each student / family on a case-by-case basis. This may include more in-depth, personalized consultation. ECP can be custom-tailored to help each family level the playing field by concentrating their efforts on what matters most, making the best use of their time, and positioning themselves to succeed.
Families may call anytime during the student's high school years. Their time may be split over the entire process. For example, they may call for 30 minutes each during the sophomore and junior years, and use another hour during the student's senior year. Each family is provided with the additional peace of mind in knowing that they are receiving answers from their perspective that are based on nearly three decades of hands-on experience.
