| Contact Us | Site Map | 1.866.360.1488 |
Referrals to Your Practice
For over 20 years the Financial Services Foundation, a national community service organization, has helped families, who have requested assistance with specialized planning, meet local financial professionals in their area.
Referrals from the Financial Services Foundation have specifically asked to speak with a financial professional regarding their college, investment, retirement, and related financial planning needs.
Exclusive Distribution Partner
The Dollars & Sense program is the exclusive referral distribution partner for the Financial Services Foundation and provides qualified Advisors exclusive access to the Foundation’s referrals within their protected area.
Although availability is limited, please feel free to inquire regarding referrals in your community and surrounding target geographic; call toll-free 1.866.360.1488 or email.
Through the Dollars & Sense program, and in conjunction with the Financial Services Foundation, you will be meeting with families that are unreachable by others; superior students who are being actively recruited by at least 6 colleges and/or universities based on their academic and social achievements.
These elite students enjoy a supportive family structure and have all expressed a strong desire to attend college. Since many are on the federal “no call” list and the Financial Services Foundation is a community service organization; you will interview 100s of candidates no other consultant can reach.
Double Opt-In Candidates
Before any referrals are forwarded to the Advisor, they are once again contacted to make the ‘warm introduction’ that a local planner will be in touch with them shortly.
Appointments become simplified – “you have requested information and we are here to provide it for you.” The exclusivity of the list and the way the referrals are introduced are the reasons many Advisors are turning over 80% of their interviews into clients.
Remember, you don’t have to become a full-time college planner to enjoy substantial profits from this very lucrative market.
Next Event
 |
September 8 - 10, 2008 |
"$5,000+ in commissions from one of the very first families I met with – exactly like you showed us in Las Vegas."
- Jeff Holmes
Arizona