CONSISTENTLY FIND, ENGAGE and CONVERT PROSPECTS to CLIENTS
With Collegiate Funding Solutions' client-attraction program!
If you could consistently find, engage and convert college-planning prospects (Gen X and Gen Y parents of college-bound children) in your community and across the country, how much would your business, revenue and success increase?
Introducing, Collegiate Funding Solutions' Client-Attraction Program
The cornerstone of the program are educational webinars for parents of college-bound children hosted/executed by CFS and SPONSORED by YOU. The educational webinars are highly rated by attendees and will yield new clients for you!
Not just college planning clients, but financial planning and retirement planning clients too.
Here's how it all comes together:
After you register to participate, you'll receive a unique link to the webinar information/registration page that will track all your registrations. Every registration using your unique link will generate a lead for you with the prospect's contact information.
Example of an advisor's unique webinar registration pageWe'll share with you over a dozen practical, simple, cheap and proven strategies and channels (including social media advertising) for promoting the educational webinars in your business, your community and nationally that will drive registrations.
We'll educate, inform and motivate your webinar attendees to schedule a meeting with you to learn how you can help them apply the information from the webinar to their own personal situation to achieve a great outcome for their student and their finances!
You can use a proven CFS presentation during your meeting to convert motivated prospects to revenue-generating clients.
Since you'll receive the contact information for all your webinar registrants, you can connect with them before and after the webinar in whatever way suits you.
Now, you have an easily repeatable way to aquire very targeted prospects (Gen X and Gen Y parents of college-bound children) that have two essential qualities of a great financial planning prospect: 1) A non-negotiable deadline - unlike retirement that can be postoned and 2) An emotional motivator - they don't just NEED help, they WANT it!
It's just that simple, easy and turnkey for you
Moreover, you'll only pay a nominal flat fee to for each webinar you schedule/sponsor -- irrespective of the number of prospects/clients it yields.
The result for you? GROW and SUSTAIN your college and financial planning business with new clients at a FRACTION of the time, money and effort of conventional methods!
Have questions or want to learn more?
Contact Us and a CFS representative will reach out to you!
How CFS' On-Demand Webinars Work
With CFS' On-Demand feature, you can sponsor and schedule a CFS-hosted webinar whenever you want, as often as you want!
Once you've scheduled the webinar, you'll receive a unique link to your webinar registration page, and you can start promoting the webinar. Prospects will register through your unique page and every registration yields a lead for you. The On-Demand webinar will actually be a pre-recorded (simulated live) version of the webinar you select. The webinar registration process and attendee experience is exactly the same as with a live webinar.
Here are three compelling benefits to the On-Demand webinars:
- You can scheduled an On-Demand webinar whenever you want.
- You can schedule the webinar as often as you want. For example, you may want to schedule the same webinar topic quarterly in order to generate consistent leads over time.
- If a prospect is unable to atttend the webinar at the scheduled time, no problem. By registering, they'll receive an email after the webinar with a link to the recording. Surveys reveal tht many people prefer to watch a recorded webinar at their convenience. You'll receive the lead either way!
Our On-Demand feature is ideally suited for NEW CFS clients that want to create immediate momentum and growth in their college-planning business for a nominal cost and tremendous ROI.
Below are details on our current On-Demand webinars! We'll be adding more over time.
Available Webinars
On Demand Webinar: Grandparents and College Funding - Common mistakes that drive up college costs
Do you have clients that are grandparents?
Are their children your clients?
Do you want them as clients?
What will happen to the assets under management when your clients die?
The challenge many advisors are facing today and will face even more so over the next 10-15 years is maintaining assets under management when the heirs are not clients of the advisor.
College planning is one of the BEST legacy planning opportunities for financial advisors and a means to develop and grow familial relationships across 3 generations.
This educational webinar is targeted for grandparents AND their children will help you:
- Develop relationships with your clients' (the grandparents) children (the parents of the student), many of whom you may not have relationships with at this time
- Create value and develop new business with the next generation
- Prevent the exodus of significant assets under management when they are transferred to the next generation
During this 45 minute educational webinar and Q & A, attendees will learn:
- The most common strategies that grandparents use to help fund their grandchildren's college education
- How these common strategies can end up INCREASING college costs
- Alternatives strategies that are a potential WIN/WIN - for the grandparents, their child and the grandchild!
At the conclusion, we'll refer your the grandparent and the children back to YOU for help in applying the information they obtained in the webinar to their own family situation and circumstances. You'll also receive the contact information for all the registrants and attendees that were associated with your unique webinar registration link that CFS provided you!
On Demand Webinar: Sending Your Child to College for Pennies on the Dollar
This is CFS' signature parent webinar and has been hosted by CFS many times and is highly rated by attendees. It is proven to yield follow-on meetings with prospects and new clients for advisors!
This webinar is a great option for NEW CFS clients that want to create immediate momentum and growth in their college-planning business, with Gen X and Gen Y parents of college-bound children, for a very modest cost.
During this 45 minute educational webinar and Q & A, attendees will learn:
- HOW to get discounts from high priced colleges
- HOW expensive private schools can cost you the same or less than state universities
- TEN MISTAKES parents make that cost them money in lost financial aid and tuition discounts
- WHY EVERY FAMILY irrespective of their financial situation - MUST file the FAFSA, no exceptions!
- NAVIGATING he college admissions and financial aid process in a post-Covid 19 landscape
At the conclusion, we'll refer your prospects back to YOU for help in applying the information they obtained in the webinar to their own personal situation and circumstances. You'll also receive the contact information for all the registrants and attendees that were associated with your unique webinar registration link that CFS provided you!
Benefits:
- Grow your business/income with new clients at a FRACTION of the time, cost and effort of alternative options
- Create goodwill by providing access to top quality educational content on hot college planning topics
- Prospect for new clients with less time, money and effort
- Deliver new value to exising clients and deepen relationships
- Convert highly motivated prospects (Gen X and Gen Y parents with college-bound children) to clients
- Receive more referrals
- Generate very-targeted leads and requests for appointments
- Stand out from other advisors
To participate:
- If you are already a CFS client, with an active software subscription, your discounted fee to participate will be $349. In order to receive the discounted fee, click here to login to your CFS dashboard to validate your subscription status. Once your subscription is validated by successfully logging into your account, you'll be automatically redirected back to this page and will pay the dicounted fee
- If you aren't yet a CFS client now is the perfect time to do so. After subscribing, you can reaccess this page, complete step #1 to register with the discounted fee.Visit CFS' subscription page for subscription options and to get started.
- If you're not ready to be a CFS client but still want to register and participate, your fee will be be $549. Just complete the registration and payment form below
- You'll receive an email from CFS with YOUR unique link to the webinar information/signup page. You'll share this webpage url with all your prospects.
- After the webinar, in addition to encouraging attendees to follow up with the advisor that invited them, CFS will send you a list of all the webinar registrants and attendees that used your unique registration link.
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