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


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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.

Disclaimer

This information is meant for educational purposes only.

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