227: Use "Not Your Average College Planning" to Drive High-Value Referrals with Ross Riskin

The Efficient Advisor: Tactical Business Advice for Financial Planners

Most advisors treat college planning as a straightforward math problem: calculate tuition, project savings, and move on. However, the reality is that *real* college funding planning is much more complex, and those advisors who recognize this complexity stand out in their field.

In this episode we’ll share insights on:

• What To Do Beyond Basic Calculations: College planning involves strategies that extend far beyond simple tuition calculations.
• College Planning Fintech: What tools should advisors be using AND staying way from
• Expertise: How does an advisor build expertise in this unique category
• Tactical Ideas: Ross shares several tactical ideas and strategies that you can start sharing with clients today
• Value Addition: Advisors can significantly enhance their value by engaging in more complex college planning.

Join us as we welcome Ross Riskin, whom I am calling a college planning genius. Ross will guide us through advanced strategies to elevate your college planning game from ordinary to extraordinary.
Links from this episode:
AICCFC Main Website
Learn More About the CCFC Designation Program
Learn More About the AICCFC | XYPN LIVE Pre-Con Event
Connect with Ross Riskin

Register for the AI Made Easy webinar with Beemo Automation HERE!
Learn more about the Group Coaching & Mastermind HERE!
Download the Family Tree Template Here
Connect with Libby on LinkedIn Here!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

فصول

1. 227: Use "Not Your Average College Planning" to Drive High-Value Referrals with Ross Riskin (00:00:00)

2. College Planning Strategies for Financial Advisors (00:00:02)

3. Strategic College Planning for Advisors (00:10:16)

4. Advanced College Planning Software Recommendations (00:18:48)

5. Advanced College Planning Strategies Workshop (00:29:53)

6. Boosting Efficiency and Adding Value (00:38:07)

7. Navigating Social Pressures in College Planning (00:43:32)