Episode #218: 3 Simple Steps to Selling Student Services


This post is intended for financial professional use only.

As college tuition prices continue to skyrocket year after year, many families are turning to wealth advisors to help them prepare financially for their children’s futures. It is important that families take into account their income levels as well as their retirement goals so they don’t sacrifice valuable years of retirement due to simple miscalculations. For this reason, adding college planning to your assortment of financial services could set you up for success in expanding your business and clientele.

In this episode of Money Script Monday, Gabe explores the inner workings of selling student services and the 3 key elements to help build long-lasting relationships with high-quality clients.

Resources Provided for This Episode

Want consumer-friendly videos sent to your inbox every week? Sign up to receive to receive LifePro's weekly Money Script Monday video series providing financial clarity, dispelling myths, and showing you how money works in 10 minutes (or less). Subscribe now!

Have any questions? Give us a call at 888-LIFEPRO or email us at info@lifepro.com.

About Gabe Lindemann

Gabe Lindemann is the Director of College Planning and Senior Field Support Representative at LifePro. He coaches hundreds of financial professionals on how to build effective financial strategies that achieve their clients' long term goals and helps them stay educated on the latest industry trends.


This information is meant for educational purposes only.

Related Blog Posts

MSM Opt-in Popup

Summit Popup