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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.
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