227: Use "Not Your Average College Planning" to Drive High-Value Referrals with Ross Riskin

The Efficient Advisor: Tactical Business Advice for Financial Planners

Most advisors treat college planning as a straightforward math problem: calculate tuition, project savings, and move on. However, the reality is that *real* college funding planning is much more complex, and those advisors who recognize this complexity stand out in their field.

In this episode we’ll share insights on:

• What To Do Beyond Basic Calculations: College planning involves strategies that extend far beyond simple tuition calculations.
• College Planning Fintech: What tools should advisors be using AND staying way from
• Expertise: How does an advisor build expertise in this unique category
• Tactical Ideas: Ross shares several tactical ideas and strategies that you can start sharing with clients today
• Value Addition: Advisors can significantly enhance their value by engaging in more complex college planning.

Join us as we welcome Ross Riskin, whom I am calling a college planning genius. Ross will guide us through advanced strategies to elevate your college planning game from ordinary to extraordinary.
Links from this episode:
AICCFC Main Website
Learn More About the CCFC Designation Program
Learn More About the AICCFC | XYPN LIVE Pre-Con Event
Connect with Ross Riskin

Register for the AI Made Easy webinar with Beemo Automation HERE!
Learn more about the Group Coaching & Mastermind HERE!
Download the Family Tree Template Here
Connect with Libby on LinkedIn Here!
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Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

فصل ها

1. 227: Use "Not Your Average College Planning" to Drive High-Value Referrals with Ross Riskin (00:00:00)

2. College Planning Strategies for Financial Advisors (00:00:02)

3. Strategic College Planning for Advisors (00:10:16)

4. Advanced College Planning Software Recommendations (00:18:48)

5. Advanced College Planning Strategies Workshop (00:29:53)

6. Boosting Efficiency and Adding Value (00:38:07)

7. Navigating Social Pressures in College Planning (00:43:32)