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

Learn more about the Group Coaching & Mastermind HERE!

Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!

Learn more about Asset-Map financial planning software HERE!

Learn more about our sponsor Beemo Automation HERE!

Check out the Efficient Advisor YouTube Channel HERE!

Connect with Libby on LinkedIn HERE!

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

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