FREE GUIDE REVEALS. . . 

How to Expand Your Client Base with College Planning

When you become the trusted advisor during the college planning process, chances are you’ll become the trusted advisor in other areas. Discover the opportunity and how College Aid Pro™ helps you deliver massive value that differentiates you in a crowded market.
 

Download the Success Blueprint Now

When you read, you’ll discover . . .

blueprint-guide
The “Blue Ocean” opportunity college planning poses for savvy financial advisors - Page 9
 
The impact of the “Great Wealth Transfer” — and what it means for you - Page 4
 
How to use the 6-Step College Pre-Approval™ Process to differentiate in a crowded market and provide superior value for your clients - Page 11
 
The value of getting your team on board with offering college services - Page 19
 
 
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About Joe Messinger

Joe Messinger, CFP®, ChFC®, CLU®, is the co-founder and CEO of College Aid Pro™ and partner and director of college planning at Capstone Wealth Partners.

Joe is passionate about the College Aid Pro™ mission: Changing the way America shops for college.  His groundbreaking College Pre-Approval™ process has helped thousands of families navigate the college funding maze with confidence and ease.

Now, he is raising the bar in college funding advice across the industry by empowering advisors with the knowledge and tools they need to demystify financial aid and better serve college bound families. “Together, we can end the student loan crisis one family at a time.” 

About Matt Carpenter

Matt started CFS in 2005 after realizing both he and his parents had made some major mistakes in navigating the college admissions and financial aid processes.

It became Matt’s mission to show other families how to avoid making similar mistakes in one of the biggest investments of their life.

Today, Matt is recognized as one of the nation’s leading authorities within the College Funding niche.

Together, with CFS, Matt has successfully guided thousands of families through the college financial aid maze.

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