Behind The Advisor Ep #368: Unchaining Student Loan Repayment: New Laws Are Reshaping How We Serve Clients
Aug 23, 2023
Erik Kroll, founder of Hilltop Financial Advisors and Student Loans Over 50, shares stories about changing the financial landscape for his clients by helping them eliminate significant amounts of student loan debt. He discusses his tiered service model and the importance of specialized student loan planning for older borrowers. The podcast also covers topics such as the evolution of niching down in financial planning, the concept of double consolidation for student loans, challenges faced by advisors in managing student loans, and the value of asking more questions and finding a niche.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 3min
Journey into Financial Planning and Importance of Comprehensive Financial Planning
02:44 • 8min
The Evolution of Niching Down and Starting a Financial Planning Business
11:06 • 3min
Double Consolidation Strategy for Student Loans
14:08 • 21min
Challenges and Success in Managing Student Loans for Advisors
34:38 • 3min
Building a Niche and Setting Firm Goals
38:07 • 5min
The Value of Asking More Questions and Finding a Niche
43:18 • 2min