College essays are critical for your families’ kids to get into their target schools and earn scholarships. Yet, most students struggle with their essays – writing about uncompelling content and using a poor structure. Our new partner, Prompt, is the easiest way to provide your families with affordable, expert support on essays. Prompt has reviewed tens of thousands of college essays, helping thousands of students gain acceptance to their dream schools while earning millions in scholarships....
Read More
I’ve worked with enough high net worth business owners to know that they, just like everyone else, like to save a buck. So if you want to start a conversation about college funding with a high earning prospect, you should avoid the words “financial aid” in your discussion and stick with tax and cash flow strategies! One of the best combo strategies I ever used with high net worth business owners was to hire their kid in their business and then write off the cost of the kid’s new lease....
Read More
When was the last time you received a call, or an email, from a prospect you never met before, wasn’t a referral, was already working with an advisor, and willingly wanted to provide you all of their financial details? I’ll answer that question for you… SELDOM. FINANCIAL ADVICE IS NOT SOMETHING MOST PROSPECTS WANT… IT’S SOMETHING THEY NEED. To get a consistent flow of qualified prospects contacting you requires more than just non-stop advertising, expensive seminar dinners, or b....
Read More
All advisors need to be ready to address the often unspoken question that every prospective client is thinking when speaking with someone trying to sell them something: Why should I do business with you? Although this is a blunt question, it is on the back of every prospect's mind. Why? Because it’s on the back of your mind when you are approached by any salesperson, right? How would you answer, if you were asked, "Why should I do business with you?" If you answered: We're the largest, ....
Read More