The Need: A Turn-key and Effective Client Attraction System

One of the main reasons financial services professionals don’t succeed with college planning is because of poor prospecting.

Our experience and that of our clients is that available lead generation programs intended to attract college-planning prospects:

• Don't work
• Are expensive - Not only to get started ($2,500+) but for ongoing marketing. They often require significant marketing costs such as direct mail, telemarketing, etc.
• Can be complicated 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
• Primarily target insurance professionals and insurance products

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.

The Solution: CFS' Web-based Prospecting System For Financial Services Professionals

In keeping with our commitment to deliver the most comprehensive, highest quality, cost-effective, integrated and innovative college planning and funding services to the financial services advisor, CFS offers a turn-key web-based client attraction system. The cornerstone of the web-based prospecting system is the highly-acclaimed, engaging, hope inspiring and effective two-minute video titled: “A Lesson in Paying For College.” Watch Video To learn about the CFS web-based prospecting system: Review Benefits Watch Video Overview Review Features

1. Review Benefits

1. Yields college-planning prospects for your business at at an affordable cost
2. Simple to implement
3. Projects you as THE college planning expert in your locale
4. Suitable for all financial services professionals
5. Versatile and compatible with a wide variety of marketing methods: web-based (Search Engine Marketing, Facebook, blogs,LinkedIn, etc.) as well as traditional marketing methods (e.g direct mail, print advertising, personal prospecting, etc.).

If you want to attract qualified college planning prospects into your business CFS can help!

STEP 2. Watch Video

Watch a 7 minute video and see how it all comes together in a compelling package! Runtime: 6 minutes Requires: Adobe Flash Plugin

 

STEP 3. Review Features

With the web-based client attraction system, CFS delivers a comprehensive and turn-key college planning capability to the financial services professional to help them succeed with college planning.

With CFS you have the premier college financial planning capability and college admissions/financial aid service AND the means to attract new prospects into your business!

Prospecting System Features
Branded prospecting website - compatible with any marketing strategy
Highly-acclaimed video: “A Lesson in Paying for College”
Free report download for prospect
Coupon download for free college planning consultation
Prospecting site personalized with your picture
Request for consultation form. Advisor email/phone number
“About Us” customized content about you and your business
Social Networking options integrated into site
School-based merit scholarship finder and lead generator
Private student loan finder - helps families find best loan option
Annual subscription fee:	$750 or $75/month for 12 months
Optional add-on: parent e-newsletter College Ed Xpres	$350
To see an example, visit www.cfs-nc.com