The Need: A Turn-key and Effective Client Attraction System

One of the main reasons financial services professionals don’t succeed with college planning is due to poor prospecting. Many financial services professionals are skilled and capable of  selling the prospect on their services once they meet, but very few are good at prospecting for new clients.

Our experience and that of our community of financial services professionals is that available prospecting systems intended to attract college-planning prospects:

• Often don’t yield results (prospects) as well as advertised - “I tried X and it didn’t deliver to expectations.”
• Are expensive - Not only to get started ($2,500+) but for ongoing marketing. They often require significant marketing costs such as direct mail, telemarketing, etc.
• Can be complicated and labor intensive
• Aren’t versatile – Based on one or only a couple of marketing channels (for example: direct mail, seminar marketing, etc.)
• Do not project a professional image
• Primarily target insurance professionals and insurance products

What is needed is a practical and effective college-planning prospecting system that overcomes these weakness and appeals to all financial services professionals including RIAs, CFPs, CPAs, insurance professionals, etc.

The Solution: CFS' Web-based Prospecting System For Financial Services Professionals

In keeping with our commitment to deliver the most comprehensive, highest quality, cost-effective, integrated and innovative college planning and funding services to the financial services advisor, CFS offers a turn-key web-based client attraction system. The cornerstone of the web-based prospecting system is the highly-acclaimed, engaging, hope inspiring and effective two-minute video titled: “A Lesson in Paying For College.” Watch Video To learn about the CFS web-based prospecting system: Review Benefits Watch Video Overview Review Features

1. Review Benefits

1. Yields college-planning prospects for your business at at an affordable cost
2. Simple to implement
3. Projects you as THE college planning expert in your locale
4. Suitable for all financial services professionals
5. Versatile and compatible with a variety of marketing methods, including social networking channels (Facebook, blogs, twitter, etc.) as well as traditional marketing methods (e.g direct mail, personal prospecting, etc.).
6. Integrated into the NAPFA Find-An-Advisor tool! Leverage your NAPFA membership and Find-An-Advisor tool to generate MORE prospective clients. Click here for an example
7. Optional Search Engine Marketing (SEM) program that puts you in control of advertising costs.

If you want to attract qualified college planning prospects into your business CFS can help!

STEP 2. Watch Video

Watch a 7 minute video and see how it all comes together in a compelling package! Runtime: 7 minutes Requires: Adobe Flash Plugin

 

STEP 3. Review Features

With the web-based client attraction system, CFS delivers a comprehensive and turn-key college planning capability to the financial services professional to help them succeed with college planning.

With CFS you have the premier college financial planning capability and college admissions/financial aid service AND the means to attract new prospects into your business!

Prospecting System Features	CFS Licensee
Branded prospecting website - the ideal solution for any marketing approach	YES
Highly-acclaimed video: “A Lesson in Paying for College”	YES
Free report: “Seven Ways to Be An Informed Buyer To Beat the High Cost of A College Education”	YES
Coupon download for free college planning consultation	YES
Prospecting site personalized with your picture	YES
Request for consultation form. Advisor email/phone number	YES
“About Us” customized content about you and your business	YES
College cost calculator with thousands of colleges.	YES
Social Networking "share this" option integrated into site	YES
Parent E-Newsletter signup option on the prospecting site	OPTIONAL
Search Engine Marketing (SEM) Program	OPTIONAL
Annual Subscription Fee	Discounted for NAPFA Member
Prospecting System: Click here to see a LIVE site!	$600 for 12 months
Optional add-on: Parent E-Newsletter College Ed Xpres	$350