Easy Implementation

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

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

Growing Your Practice

Incorporate progressive, forward-thinking strategies and innovative platforms to grow your practice.  Remember, long-term clients pay much better than long-term prospects.

There’s no need to drastically change your current structure, or take on additional admin work.  All programs easily integrate with any size practice and include ongoing support.

Enjoy Both Quick Results and Long-Term Support

Whether you are a one-person shop building your business or a more experienced Advisor with a support staff and established client base, college planning offers dozens of value-added benefits for your practice; including the financial services industry’s hottest marketing niche’.

Your Most Valuable Asset

We realize that time is your most valuable asset.  That’s why our processes and platforms have all be designed specifically for the financial services professional.

With the right structure, support, and processes, implementation becomes easy!

Nothing Better than Hands-On Experience

Our entire structure has been developed and refined from over two decades of hands-on experience in the college planning and financial services industry.

Every aspect of what we do is based on assisting tens of thousands of families with the college process and training over 1,300 financial professionals on how to best incorporate college planning into their practice.

Training Event

Our Dollars & Sense Las Vegas Training Event is at the center of our implementation process.

Since 2005, we have conducted nearly fifty 2 1/2 day events.  Our all-inclusive, turn-key training event is the reason Advisors are able to hit the ground running and start adding new clients to their practice almost immediately after the conclusion of the training.

Great program – the entire college planning niche’ has been a big key to my success.

Mel Aguilar

Very good seminar. Great information, but not too much. Easy to understand.

John Hinley

Very professional, to the point, with an excellent flow of time. Turn-key process.

Ron Steverson

Very thorough, packed with content, very interesting and informative, and never boring.

Harmon Pye

Your program is even better than I had hoped for – terrific event!

Tom Chesmore
Growing Your Practice

Incorporate progressive, forward-thinking strategies and innovative platforms to grow your practice.  Remember, long-term clients pay much better than long-term prospects.

There’s no need to drastically change your current structure, or take on additional admin work.  All programs easily integrate with any size practice and include ongoing support.

Enjoy Both Quick Results and Long-Term Support

Whether you are a one-person shop building your business or a more experienced Advisor with a support staff and established client base, college planning offers dozens of value-added benefits for your practice; including the financial services industry’s hottest marketing niche’.

Your Most Valuable Asset

We realize that time is your most valuable asset.  That’s why our processes and platforms have all be designed specifically for the financial services professional.

With the right structure, support, and processes, implementation becomes easy!

Nothing Better than Hands-On Experience

Our entire structure has been developed and refined from over two decades of hands-on experience in the college planning and financial services industry.

Every aspect of what we do is based on assisting tens of thousands of families with the college process and training over 1,300 financial professionals on how to best incorporate college planning into their practice.

Training Event

Our Dollars & Sense Las Vegas Training Event is at the center of our implementation process.

Since 2005, we have conducted nearly fifty 2 1/2 day events.  Our all-inclusive, turn-key training event is the reason Advisors are able to hit the ground running and start adding new clients to their practice almost immediately after the conclusion of the training.

PROMO® & DataLink®

Our two ‘premium’ components are used as the foundation of our training, help greatly with the ease of implementation, and also serve as the cornerstone of the ongoing support each Advisor receives.

PROMO®
  • 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®
  • 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