Episode #300: Increasing Your Success with the College Funding Report


 

This post is intended for financial professional use only.

One of the most beneficial resources that LifePro offers is our proprietary client-friendly reports. These reports have been essential among advisors because they demonstrate to clients that they have a financial problem, whether they know it or not, and explain how the financial professional can provide solutions to these issues that align with the client’s needs.

These reports have been beyond valuable to advisors who partner with LifePro because they help to place more cases and keep them on the books. LifePro recently expanded our collection of proprietary reports, and we are excited to share our newest addition to our lineup of incredible client deliverables. In this episode of Money Script Monday, Gabe unveils the college funding report and coaches college planners on how to present it to clients, what it communicates to them, and things to keep in mind with the changing college landscape.

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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