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I had a few really good conversations with advisors over the last few months about how to generate more clients. So, I thought it would be good to discuss a conversation I recently had a with a guy named George.  He was an employee of a friend of mine. He was looking for ways to cut his daughter’s upcoming college costs.  She had just informed him that she wanted to attend a private college that would cost him about $50,000 a year. According to my friend, George is a smart guy that has done....

On Nov. 29, 2017, Dr. A. Wayne Johnson, chief operating officer of the U.S. Department of Education's office of Federal Student Aid (FSA), announced the Next Generation (Next Gen) Financial Services Environment, which will modernize the technology and operational components that support the federal student aid programs. Students, parents, and borrowers will begin seeing meaningful improvements in the customer experience in early 2018, with significant technology and operational infrastructure ch....

Helping clients pick the “right” college is one of the most important decisions when it comes to saving money on college. If the college fits the student’s personality, the probability is high that the student will graduate with a degree in four years, and get a job afterward. That can add up to a lot of money for your clients. There are many factors involved in the college decision-making process, all of which requires considerable research on the student’s part. This research should b....

If your clients are looking to cut their cost of college next year, your best bet is to help them find a college that will offer an excellent financial aid package to the student. A great way to do this is to look at the percentage of financial need the college typically meets for its students. To make this search easy for you, we've done some extensive research on colleges that offer the best financial award packages for a student with financial need. Below is a list of the top colleges for gr....