Episode #272: How to Use the Winter Months to Your College Planning Advantage


This post is intended for financial professional use only.

It was around 10 years ago when LifePro first dove into college planning. During this time, it was difficult for our advisors to find qualified prospects during the college season “off season” due to the industry’s sole focus on promoting in-person seminars and workshops. Advisors were spending up to $10,000 per event using direct mailers to try to get people to show up, and there was no guarantee that they would find prospects who met their target demographics. In 10 years, we’ve been able to optimize our marketing strategy to help our advisors get in front of the right prospects for a fraction of the cost that they were used to seeing. A big factor in that was our shift to digital marketing when the panemic hit, which has completely transformed the way business is done. Today, we’re able to get advisors in front of qualified prospects for $8-$10 (on average) per RSVP.

In this episode of Money Script Monday, Gabe challenges you to re-consider the college planning “off season” and presents an incredible opportunity to tackle your 2023 production goals.

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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