In this week’s call, we covered a case study of my longtime client that has referred over 15 families to me and how we got her kids financial aid, despite making a six figure income, and having $2 million dollar house, and a $2 million dollar condo.

We also covered some questions about presenting your college planning services and how to work with a family that makes over $400,000 a year! Yes, those families need our help too! Watch this class to learn the 4 specific ways we can provide value to someone that makes that kind of money.

Now that tax season is over, this Q&A call highlights how to get the ball rolling. Specifically, helping students with admissions.

This Q&A covers the Five Pillars of a Healthy College Planning Practice

On this call Ron discusses the 4 pillars of the business and some key marketing strategies.

On this Q&A call, Ron shows you how to run through a workshop.

On this Bonus Call Ron goes over how to price and present your services as well as answers questions on Grad School, and appointment timing.

On this call, Ron walks through a first appointment with a new client.

On the 8/2/18 Q&A call Ron walks you through a follow-up appointment with a client and the steps he took to lower their EFC. 

On the 8/16/18 Q&A call Ron breaks down the Tax Scholarship with a client case study.He has updated his Tax Scholarship lesson to include the new tax laws. Below is the Math Sheet that he goes over on the call. 

Tax Scholarship Math Sheet

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On the Q&A call Ron discusses how to add financial services to your practice!

On this Q&A call Ron breaks down the Tax Scholarship with a client case study.He has updated his Tax Scholarship lesson to include the new tax laws. Below is the Math Sheet that he goes over on the call. 

Sample Wealth Report

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Watch Tom Hegna Video HERE

On this Q&A call  Ron chats with two of our coaching guys to discuss their experience with their first workshops/ clients. 

On this Q&A call  we walkthrough a  CSS Profile. 

On this Q&A call Ron goes over specific tax strategies  that could benefit your clients.

Ron goes over specific coaching questions including: how to value a business property , what to do with a waitlisted student, and more. 

On this call Ron goes over the pell grant and how it can effect tax credits and some common FAFSA mistakes with a real life client case study. 

On this call (the day after ‘decision day’) Ron goes over what we noticed with our students getting admitted as well as how to position your clients to be best suited in the admissions process.

On this call, Ron goes over a strategy to pay for college

On this call, Ron goes over a strategy to pay for college

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On this call, Ron introduces how you help families lower their expected family contribution (EFC). We also, walk you through our NEW membership site. 

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Now that we have discussed lowering EFC, Ron shows you how EFC plays into what schools can offer in financial aid. We show you the list of the Top 100 schools and how much or little they offer in aid.

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On this Q&A call, Ron goes over the 5 ways to pay for college.

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On this Q&A call, Ron discusses marketing tips to attract clients.

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On this Q&A call, Ron goes over his How To Get Free Money For College presentation. If you would like him to host this webinar to your clients please reach out and we will get you all the marketing material you will need! 

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