JOIN OUR TEAM

Many financial advisors don’t reach their full potential simply because they don’t have enough quality prospects with whom to speak on a regular and consistent basis. Members of The College Funding Coach® advisor network receive a complete game plan to help solve this problem.

With the cost of college skyrocketing, over $1.6 trillion in U.S. student loan debt, and the recent college admissions scandal, parents are clamoring for college funding resources they can trust. As a trusted financial advisor, what are you doing to help solve this problem?

A recent industry study concluded that college funding is the “number one financial fear” of most American families. Yet, the study estimates that less than 3% of fi nancial advisors focus on college funding. Why? Because licenses and certifi cations breeze over—or simply do not cover—strategies to pay for college. The industry focuses on products rather than tactics. As college has gotten more expensive, it is more important than ever that advisors address these issues. There is enormous opportunity for advisors who can help families make the college dream a reality AND help them retire one day. 

Since 2002, The College Funding Coach® has helped thousands of families solve the dilemma of saving and paying for college as part of a comprehensive financial plan. Whether by optimizing need-based aid eligibility or maximizing liquidity and cash fl ow, there are myriad opportunities to help solve this challenge. As a result of our program, many financial advisors have been able to build elite financial planning practices in which they can create a consistent flow of prospects and help families tremendously. Our new licensing model allows advisors around the country to benefit from our network of advisors, exclusive territories, marketing tools and nearly two decades of experience. Contact us today to learn more!

It feels great. I've had parents in my office who are literally just about in tears when we first meet, and by the end of the time that we're working together, by the end of the meetings, they're literally hugging us. There's a light at the end of the tunnel, but it's not as bad as they thought it was.
Brad Wood
Financial Advisor

THE COLLEGE FUNDING COACH® OPPORTUNITY

Proven Lead Generation Process

The College Funding Coach® is a complete game plan for building a top-producing fi nancial advising practice. The College Funding Coach® has a proven track record of helping advisors develop leads on a regular and consistent basis.

Turnkey Marketing

• Multifaceted marketing
• Exclusive prospecting opportunities
• 3-Step lead generation process helps prospective clients get to know you, to like you, and, most importantly, to trust you

Systems to Support your Success

A robust Learning Management System puts all of our content at your fingertips, including a guide to success, video tutorials, and an exclusive advisor portal.

A Network of Advisors

Bi-Weekly National Calls to engage with our community, learn about strategies and opportunities, and discuss cases. We love hearing from advisors and helping with case design!
• An invitation to our annual Advisor Fly-In and much, much more!

Simply by just giving that guidance to people one on one over the years, I've had a number of financial advisors reach out to me to see if we can form some sort of partnership. But in my conversations with them, it has consistently become evident that they don't understand the financial aid system. When I discovered the college funding coach, however, and I read a number of the ebooks and articles that they had available online, it was very clear that they understood how the financial aid system works.
Dr. Victoria Tillson Evans
Financial Advisor

Are You the Right Fit?

Interested in becoming a College Funding Coach?

Contact us today to learn more about how The College Funding Coach can help you take your practice to the next level.

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