Advisors: Let's end the student loan
debt crisis one family at a time!

Learn how to better serve Gen X clients, and rescue them from their #1 financial fear — paying for their children's college...

We're on a mission to revolutionize our industry's approach to college funding advice. We intend to empower financial advisors with the tools they need to help families make an informed college buying decision.

Join us for a deep dive into the process we use in our firm everyday to help clients navigate the stressful process of funding their children's college education.

In these two courses you'll learn a powerful process to help normal families pay for college without robbing retirement. Together, we can end the student loan crisis one family at a time.

And, I'll teach you how to build a business around college planning advice, to attract & retain clients in an easier way than you have ever considered. 

A 2-pronged system to deliver your clients the best college planning advice & how to build a thriving business that makes client acquisition & retention simpler.

Part 1:  Unparralled training to learn to do college planning better than 99% of financial advisors. And, get 
9 hours CE from the CFP Board for this section.

Part 2:  Learn how to really build a thriving business with college planning. Solve a serious problem that families in your community have — become the most trusted advisor in your area for college planning advice.

Here is some of what you'll get...

  • Not just education, but real solutions to help families.
  • A proven system to deliver expert college funding advice.
  • Resources to guide families through the college funding maze.
  • Practice management work flows to show you exactly what to do.
  • Training & tools to build a business around college planning advice.
  • Talking tracks for client appointments — Learn what to say so you can impress clients with your college funding plan...and then they entrust you with all their savings.
  • Business development, sales & marketing strategies that work.
  • See the details below...

Trusted by industry thought leaders...

"Joe Messinger is my go to expert for all things college planning. His fee-for-service, fiduciary approach, is a breath of fresh air in a world that has seen a lot of abuse from the insurance industry. He's an excellent speaker and trainer, and I highly recommend his work!"
Alan Moore, MS, CFP®
Director of Speeding Things Up & Co-Founder XY Planning Network

Paying for college is the number one financial concern facing mass-affluent Gen X parents.  

These are families that will not qualify for financial aid because they make too much money, and yet they don’t have enough saved to write a check. The cost of college continues to rise at twice the rate of inflation and American student loan debt is out of control. The stress and anxiety of how to pay for an education that could cost $100,000 to $250,000 per child is always on their mind.

If you were in the top 1% of financial advisors skilled at college funding...how would that change your practice?

Most financial advisors get college funding advice & planning all wrong. But, it's not your fault. We were never taught how (or why) to do this the best way possible.
When you learn how to properly guide families through this difficult process, they will be very grateful. The word of your expertise spreads, and more families in the community know, like, trust, and respect you. Access the proven process we used to grew our practice to focus exclusively on this niche.

Financial advisors haven't gotten the right education on college funding. Until now...

We've cracked the code and developed a unique 6-step process that has helped hundreds of families across the country.  Now, we want to make an even bigger impact by teaching other financial advisors our innovative College Pre-Approval™ process...and change the way financial advisors approach college funding advice...so American families don't suffer.

Register for Mastering College Pre-Approval™ today...

In this dual course, you'll see exactly how we serve our clients with college funding advice. Learn how we are changing college planning forever...and how you too can be part of this revolution in college funding strategy for American families.


A proven process that takes the fear & worry out of paying for college...

Part 1: The Mechanics of College Funding — How To Do College Planning The Right Way

Part 2: Marketing College Planning & Building A Business As Your Local Expert


**Get the first movers' special — register by April 30th and save $1000!
The regular price will be $2999 when we launch the beginning of May. Join now to save 33%, and get a head start on your local competition.
**

 

  • Get unsurpassed education you can apply now to help your existing clients.
  • Get college planning + proven business building strategies.
  • Get video recordings, worksheets, and extra resources you can use to help your clients right away.
  • Get 9 hours CE from the CFP Board.
  • Learn at your own pace.
  • Get access to a private LinkedIn Group where you can network with other advisors taking the course, and ask us specific questions.
  • See a summary of each module below...

Prepare Families For The Cost Of College

    •    Determine the family's college budget — College Pre-Approval™ — Step 1
    •    Develop their “College Criteria”
    •    Consider majors offered, graduation rates, job placement services, etc.
    •    Develop their list of Safety, Target & Reach schools (6 to 8 schools)
    •    Project their Expected Family Contribution (EFC)
    •    Determine estimated "net cost" (out of pocket) for each school after merit/need based financial aid

Guide Families In Applying For Admission & Scholarships

    •    Determine which colleges will accept the Common Application
    •    Meet application deadlines and criteria for each specific college
    •    Meet application deadlines and requirements for institutional & private scholarships
    •    Gather letters of recommendation
    •    Secure transcripts to be sent to colleges and universities

Demystify The Financial Aid Process

    •    Learn how a family's expected family contribution (EFC) is determined
    •    Learn key differences between the FAFSA & CSS Profile
    •    Identify 9 key differences between federal & institutional methodology
    •    Identify income & asset strategies to maximize aid eligibility in advance of their "Base Year"
    •    Help divorced parents maximize financial aid
    •    Maximize scholarship money through student academic positioning
    •    Calculate additional funds needed to cover estimated shortfalls

How To Analyze & Appeal Financial Aid Offers

    •    Review Student Award letters from each college
    •    Determine strength of need & merit based financial aid packages
    •    Identify aid awards that warrant appeal letters (if applicable)
    •    Leverage competitive offers from other colleges
    •    Notify colleges of any "special circumstances" that may warrant additional financial aid being awarded

Helping Families Choose The Right School

    •    Ensure families choose based on value — not emotion
    •    Determine "Best Fit" academically & financially
    •    Analyze net cost after financial aid vs. benefit of schools that have accepted your student
    •    Present the family a side by side net-cost comparison of schools
    •    Ensure the school fits the family's pre-determined College Pre Approval™ budget

Advanced Options To Cover The Shortfall

    •    Pay for all 4 years of the education down to the penny in a strategic way
    •    Determine optimal asset, income, and tax strategies
    •    Advise on distributions from savings and investment accounts
    •    Identify eligible tax credits and deductions
    •    Coordinate contributions from other family members
    •    Evaluate and select the proper loans

Building A Practice You Love With College Funding

Everyone asks us how to get clients and carve out a niche for their own practice helping families in their community with college funding. So, we're providing you our best strategies for connecting with families and earning their trust...and integrating college funding into a comprehensive planning & investment management practice.

This course is still under development. Access to initial course materials will begin starting May 1st with anticipated release of final course materials by May 31st.

How to build centers of influence: Group presentations & 1 on 1 interactions

    •    Learn to build trust with centers of influence, and create a network of referral partners.
    •    Establish your credibility by doing group presentations.
    •    Learn to engender trust with clients in the initial meetings.
    •    Get Talking Tracks and Demonstrations of...
    •    Conversations with COIs
    •    1-on-1s with Clients and Prospects
    •    Workshops and Webinars

Become a sought after advisor in an under-served niche

    •    Get to talk to families about what they care about most — their kids.
    •    This is more than just talking about money. Learn how to make lasting connection.
    •    Learn how to create a network that is desperate for the solutions you can provide.
    •    Become a local resource for families, business owners, and community groups.
    •    Be THE trusted expert in your community for Gen X parents

Learn a proven, sales, marketing, and client acquisition service model

•    See how to put all the pieces together, and really build a business you love with college planning...
•    Get a turn-key, step-by-step business building blueprint.
•    Receive…
    •    White Label Marketing Materials including:
    •    PowerPoint Decks for Group Presentations
    •    Tri-fold Brochure
    •    Guide to Financial Aid
    •    Spreadsheets for Working with Clients
    •    College-Planning Data Gathering Instrument
•    Master College Pre-Approval™ — the fundamentals & our advanced college planning system.
•    Then, we teach you how to use this to grow a business you can feel excited about.

Register Now For Mastering College Pre-Approval™
Get these bonuses...

  • Resource Guide 1 — How to create an advisor blog that generates leads for you.
  • Resource Guide 2 — Facebook Marketing: Inexpensive tactics for connecting with potential clients in your area.
  • Resource Guide 3 — Local marketing basics: How to get found in local search results on Google.
  • Invaluable spreadsheets to save you many hours of research & planning. Find free money for college...look like a genius to your clients.
  • Get My Kid's College Choice's scholarship finding guide, and DIY College Rankings' "Comprehensive College Search Spreadsheet"

This problem isn't going away. Learn how to add massive value to the lives of your clients, their children, and your community.

4 million freshman started high school in 2016. And, college tuition just keeps rising. There is a huge opportunity for you to serve your clients & community at a higher level...when you master the College Pre-Approval™ process. You'll reap the rewards of a thriving business in a growing niche, as well as added trust & respect in your community.

"Get the same process I used to build my business, and
become a respected, college funding expert."

"For the first time, I'm pulling back the curtain to show other financial advisors my firm's proprietary process for helping mass affluent families through the college funding labyrinth. I'm a little nervous about giving away so much value, at such a low price. This strategy is the bedrock of my business. I am, however, on a mission to solve the student loan debt crisis in our country — one family at a time. And, I can't do it alone. I need to teach this to other financial advisors so we can serve American families at a higher level." — Joe Messinger, CFP®, ChFC®, CLU®

If you don't master college funding, your competitors will. Join the 1% of advisors that truly "get" this.


Isn’t it time to gain a competitive advantage in your area, and learn to
serve your clients at a higher level?

Make a commitment to your community & your business...enroll by April 30 for the pre-launch...save $1000.

 

60-Day Money Back Guarantee


If at the end of 60 days you don't believe you can apply the College Pre-Approval™ process to help at least one family you already work with pay for their children's college...and earn their gratitude, trust & respect...we'll refund you in full.

Any questions before you buy? Contact info@capstonecollegepartners.com.