150 Niche Series: How to use college planning to gain clients & grow revenue

This episode is a goldmine of practical advice and strategies that can help you enhance your practice through college planning. 

We had the pleasure of chatting with Joel Wymer, a seasoned financial advisor from Kent, Ohio, who brought a wealth of knowledge on the ever-important topic of college planning. Whether you're a seasoned advisor or just starting out, this episode is packed with insights that can help you connect with clients and grow your practice.

Here are the key takeaways you won't want to miss:

The True Value of College Planning:

• Joel explains how a fee can be justified by the immense value provided. This initial engagement can lead to long-term relationships.
• Effective Marketing Strategies: Practical tips for attracting clients, such as hosting informational sessions at local libraries or schools, leveraging social media, and engaging with parent-teacher associations (PTAs).
• Gaining Knowledge and Expertise: In just ten hours you could study the intricacies of college costs and financial aid. This focused study can significantly enhance your ability to assist families.
• Tricks of great planning: Understanding the FAFSA form. Joel shares a personal story about how a simple mistake in filling out the FAFSA cost him tens of thousands of dollars in potential aid.
• Who to target: Business owners represent a valuable niche for college planning services. Many are unaware of strategies that could help them save significantly on college expenses for their children.

Ready to dive in? Listen to the full episode now and start transforming your approach to college planning!