Episode #244: College Planners: Get Ready for a Huge College Planning Season


This post is intended for financial professional use only.

As the school year concludes, high school seniors across the nation prepare for the biggest transition in their life thus far: heading off to college. For college planners, however, it is time to pivot their message towards the future and prepare for the upcoming college planning season. Although this is happening in a few short months, now is the time to review this past year and identify the strategies to improve for the fall.

In this episode of Money Script Monday, Gabe forecasts the upcoming college planning season and shares tactics that could maximize business submitted.

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.


This information is meant for educational purposes only.

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