The prospecting system is now part of the Premium license option!

Vist the license page to learn more about the Premium license option. The Premium license helps you position college planning as a strategic part of your service offerings. Supports a robust and versatile marketing strategy and generates leads for college planning services. The Premium license combines CFS' industry-leading college-planning software with your own college planning website that will help you grow your college planning business! Learn more >

One of the main reasons financial services professionals don’t succeed with college planning is due to the lack of effective prospecting. Most third part lead generation programs:

Don't work

Are prohibitively expensive - Not only to get started ($2,500+) but for ongoing marketing. They often require significant marketing costs such as direct mail, telemarketing, etc.

Are complicated to implement and labor intensive

Aren’t versatile – Based on one or only a couple of marketing channels (for example: direct mail, seminar marketing, etc.)

Don't project a professional image

What is needed is a practical and effective college-planning prospecting system that overcomes these weakness and appeals to all financial services professionals including RIAs, CFPs, CPAs, insurance professionals, etc.