Monthly Q&A : Recorded Webinar Series

Bi-weekly Q & A sessions with Ron Caruthers.

*ON-GOING

Welcome Aboard Introduction Call

March 1st, 2018 Group Call

March 15th, 2018

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.

May 10th, 2018

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

May 17th, 2018

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

June 7th 2018 Q&A

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

June 21st, 2018 Q&A Call

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

July 5th, 2018 Q&A Call

On the 7/5/2018 Q&A call Ron goes over key points of the initial consultation and how to explain your services.
 
 
July 12, 2018 Q&A Call

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.

July 19th, 2018 Q&A Call

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

August 2, 2018 Q&A Call

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. 

August 16, 2018 Q&A Call

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

Download Here:

October 4, 2018 Q&A Call

<iframe width=”640″ height=”564″ src=”https://player.vimeo.com/video/293614400″ frameborder=”0″ allowFullScreen mozallowfullscreen webkitAllowFullScreen></iframe>webkitAllowFullScreen></iframe>6/18 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. 

Sample Wealth Report

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Watch Tom Hegna Video HERE

Ron Caruthers

Instructor & Coach

Ron Caruthers grew up in Santa Monica, CA, and he’s helped over 4600 families from across the country plan and pay for college.

Ron Caruthers was an adjunct instructor at Palomar and Mira Costa Colleges in San Diego, California, and is a regular on San Diego’s morning news programs. He has been interviewed on ABC, CBS, NBC and FOX. He has also been quoted in Newsweek, Inc. Magazine, USA Today and the Wall Street Journal, among other publications.

Refer a Friend

Do you know someone who can benefit from offering College Planning or Financial Services to their firm/ practice? Have them call us!: 760-607-7021

Need 1-on-1 Coaching?

Reach out to Ron Caruthers to schedule a 1-on-1 coaching schedule that works for you!

Phone: (760) 607-7201

Fax: (760) 874-8957  

office@roncaruthers.com

701 Palomar Airport Road

Suite 170

Carlsbad, CA 92011

2869 Historic Decatur Rd

Liberty Station

San Diego, CA 92106

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