Most advisors treat college planning as a straightforward math problem: calculate tuition, project savings, and move on. However, the reality is that real college funding planning is much more complex, and those advisors who recognize this complexity stand out in their field.
In this episode we’ll share insights on:
- What To Do Beyond Basic Calculations: College planning involves strategies that extend far beyond simple tuition calculations.
- College Planning Fintech: What tools should advisors be using AND staying way from
- Expertise: How does an advisor build expertise in this unique category
- Tactical Ideas: Ross shares several tactical ideas and strategies that you can start sharing with clients today
- Value Addition: Advisors can significantly enhance their value by engaging in more complex college planning.
Join us as we welcome Ross Riskin, whom I am calling a college planning genius. Ross will guide us through advanced strategies to elevate your college planning game from ordinary to extraordinary.Links from this episode:AICCFC Main Website)Learn More About the CCFC Designation Progra)m Learn More About the AICCFC | XYPN LIVE Pre-Con Event)Connect with Ross Riskin)
Scale 2 The Top with Dr. Lyman Montgomery )
Welcome to Scale 2 the Top," the essential podcast for business leaders and HR...
Listen on: Apple Podcasts) Spotify)
Join the Group Coaching & Mastermind HERE)! Download the Family Tree Template Here)Enroll in The Perfect RIA Masterclass Here)Connect with Libby on LinkedIn Here!)Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community) on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com)Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
