Presents:
“3 Profitable Marketing Levers for College & Retirement”
– Created by Advisors for Advisors –
Play Video
This unique Marketing System was specifically designed to help Advisors, CPAs, & Planners leverage your time, and attract & retain new clients.
This System – a Blueprint for Your Success – will exponentially increase profits and strengthen new relationships as you assist parents and grandparents in balancing the high cost of college with retirement and other long-term goals.
Gain a competitive edge today by offering the ONLY interactive SCORM-LMS College e-Learning System that helps parents avoid costly college mistakes ... while maximizing your bottom line.
“Real profits are only made when you learn how to leverage your resources.”
Alice Whinnery - CEO
We'll personalize your live Webinar to address your specific goals. Here’s what most Advisors and CPAs are interested in learning:
- Why Advisors are using the power of SCORM-LMS Technology to leverage their time.
- Why it's essential to offer a 'College' solution to existing clients.
- How to capitalize on current college trends to increase M&A value.
- Why this proven system not only attracts new clients but helps you keep them.
- And more ...
- What you need to know – and do – before the ‘Great Wealth Transfer’ happens.
- How to become parents & grandparents’ ‘greatest ally’ against misleading information.
- Why you don’t have to become a College Planner to close more business.
- Special Bonus Benefits only offered during our National Launch.
More than 1 million employees and clients utilized our ‘broad based’ educational solutions prior to offering the live workshops and a variety of e-Learning tools.
Brands we've worked with
