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Hands-On, Turn-Key Training
For you to best and most effectively understand the inner-workings of the college planning process and how this financial sector can have a dynamic impact on your practice; our experience tells us there is simply no substitute for hands-on training. Our turn-key program is taught exclusively during a 2 ½ day, face-to-face seminar format specifically designed for the financial professional. No webcast, online meeting, or mail order kit can begin to efficiently cover all the necessary steps involved.
By conducting dozens and dozens of college planning training conferences over the years, we have learned from advisors that their time and money was much better invested in an all-inclusive, comprehensive, turn-key program. By being able to “hit the ground running,” advisors have eliminated lost opportunity costs and immediately started taking advantage of today’s hottest market … you can too! Don’t waste your time (and money) by gathering only bits and pieces of the puzzle. Nowadays, those that are most successful make the best use of their time and available resources.
Comprehensive, yet streamlined, our training seminar is conducted at the fabulous Orleans Hotel & Casino in exciting Las Vegas, Nevada.
Dollars & Sense College Planning Seminar
Unlike most of the competition, our revenue stream is the back-end college planning services we provide, not from selling advisors over-priced kits. Ours is designed to make money with you, not off of you! This “partnership” ensures that your client families benefit from comprehensive college planning services that help round out your expertise and offer a complete solution. Our parent company, College Funding Solutions, Inc, has assisted over 20,000 families since 1993, and is widely recognized as a national leader in the industry.
We will not ask you to license with us for financial products, or change carriers; but rather educate you on which of your products are exempt from financial aid formulas and how these products fit seamlessly into the overall college planning process. Learn first-hand how to assist families by helping to solve their college planning problems with your financial products.
Exclusive Access to Premium Referrals
In addition to becoming well-versed in the overall college planning process, conference attendees also become eligible to participate in our “exclusive” referral program through our affiliation with The American College Foundation. These premium, real-time, referrals are available only to financial professionals who complete our training. With production, an American College Foundation Regional Director position also becomes available that allows you to further enhance your local community presence, facilitating promotion of your college planning expertise and available services. More about Exclusive Referrals to Your Practice
At Our Training, You Will Learn First-Hand …
- The “true workings” of the college planning and funding process
- Insider secrets on how colleges select students and award funding
- Group and one-on-one presentations that consistently close 70+%
- 18 “must know” strategies for completing funding applications
- 6 most important (and overlooked) aspects of the admission application
- Top 10 “difference makers” families need to secure adequate funding
- 7 “building blocks of success” critical for students
- 12 biggest pitfalls your client families must avoid
- How easily financial data is gathered and evaluated
- Proven methods to convert college planning to financial clients
- 15 turn-key college planning solutions to boost your practice
College Planning Solutions (PROMO) Support Materials
We feel as though it is just as important to support you after our training event as it is for you to attend. Providing you with all the necessary resources is vital to your overall success. From our hands-on experience in assisting 20,000+ families, we have combined the most detailed materials and effective procedures that will allow you to quickly put “everything into motion.”
As with any legitimate business opportunity, start up costs are involved. Unique to our program, however, is the fact that all start up costs (including the conference registration fee) are fully reimbursable.
All support and ongoing training materials are included in our 2 components – PROMO and the DAS Data Component. PROMO (Proven Resources and Original Marketing Opportunities) includes:
- Sample business cards and letterheads
- Phone script for American College Foundation referrals
- American College Foundation confirmation letter samples
- Current (warm) market college planning announcement letter
- Proven direct mail pieces (3 complete programs)
- High school pre-approach letters and contact phone scripts
- Employers pre-approach letters and contact phone scripts
- PowerPoint presentations (for both one-call and two-call closes)
- Line-by-line presentation scripts (PowerPoint screen-by-screen)
- Seminar room setup diagram
- Presentation training videos
- Advanced Coaching Series (ongoing presentation support)
- Phone consultations with John Belles
- Case studies (including before and after comparisons)
- Client testimonials
- Four-color, four-page college planning brochure
- Affiliates network
- Better Business Bureau A+ ranking details
- Interviews, feedback, insight, and guidance from current advisors
All marketing materials, presentation details, and closing strategies are not just theories or what we think might work. Rather, field proven methods used by advisors from all over the country that have been used and refined since 1993 to secure 20,000+ families.
DAS Data Component
To assist each advisor with the smooth integration of college planning into their current structure, we have developed our DAS Data Component. Due to the fact that each advisor's new client acquisition requirements, time, and support staff will vary, our Data Component has been developed to include the flexibility necessary to accommodate each individual’s needs. Our Data Component includes:
- Email Notification System (employs seamless, real-time, communication)
- Online Progress Tracker (easily and quickly check each client's progress)
- DAS Premium Software (proprietary application that transmits client data)
- The Crash Course (easy steps to assist those too old for the CFS program)
- Video Tutorials (covering every aspect of the data and service process)
The DAS Data Component is licensed as a “single user” application, but may be easily networked to offer your office support staff complete access to all data. The DAS Data Component, like the PROMO Component, is fully reimbursable.
Next Event
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March 5, 6, & 7, 2012 |
"I learned more at your DAS seminar than I have in over three years through other resources."
- Steve Thompson
Tennessee