Episode #253: The 2022 College Planning Season Has Begun


 

This post is intended for financial professional use only.

College planning season is officially in full swing, which means it is time for advisors to focus on marketing live events and webinars to get new business into the pipeline. While the season has just begun, it is important to know what strategies are working right now and what mistakes to avoid so advisors make the most out of the next few months.

In this episode of Money Script Monday, Gabe breaks down current trends in college planning events and appointments and reminds advisors what their goals should be going into 2023.

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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