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HOW TO PLAN for College: Advisor’s Guide to Acquiring New Clients and Profitable Assets

Author: Raymond D. Loewe, MBA, CLU, ChFC, KC Dempster, ChFC
ISBN: 9780872189263

While college planning may appear like a small ticket sale at first glance, smart financial advisors recognize the full marketing potential—building insurance, retirement planning and other investment business stemming from a non-threatening topic with prospects eager to discuss their children/grandchildren’s financial situations. Lucrative, time-tested techniques guide Advisors beyond 529 to a wealth of multi-generational sales.

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HOW TO PLAN for College: Advisor’s Guide to Acquiring New Clients and Profitable Assets
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Pub Number: 6190000
Price: $38.10

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College enrollment is expected to grow 19% to 18.2 million students by 2013.

    —National Center for Education Statistics

While college planning may appear like a small ticket sale at first glance, smart financial advisors recognize the full marketing potential—building insurance, retirement planning and other investment business stemming from a non-threatening topic with prospects eager to discuss their children/grandchildren’s financial situations. The result is a highly-motivated, rapidly-expanding market continually renewing itself. Lucrative, time-tested techniques are the basis of Advisor’s Guide to Acquiring New Clients and Profitable Assets—spiraling beyond 529 to a wealth of multi-generational sales.

What’s your Super Power?

  • the power to identify a need
  • the power to formulate a strategy
  • the power to sincerely benefit clients
  • the power to increase your marketing potential


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