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
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
September 20, 2018 Q&A Call
On the Q&A call Ron discusses how to add financial services to your practice!
October 4, 2018 Q&A Call
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
Watch Tom Hegna Video HERE
October 20, 2018 Q&A Call
February 7th, 2019 Q&A Call
On this Q&A call Ron goes over specific tax strategies that could benefit your clients.
March 7th, 2019 Q&A Call
Ron goes over specific coaching questions including: how to value a business property , what to do with a waitlisted student, and more.
April 9, 2019 Q&A Call
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.
May 2, 2019 Q&A Call
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.
June 6, 2019 Q&A Call
On this call, Ron goes over a strategy to pay for college
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.