Client Acquisition Program for Parents of College-bound Children with an Employer Sponsored Retirement Plan

Are you aware of the remarkable new client attraction opportunity for financial advisors in the higher income 40-55 year old demographic?

It’s a result of a change made by the Dept. of Ed. last year that impacts millions of higher-income families with college-bound children and yields tremendous opportunities for financial advisors to acquire them as clients.

To help you capitalize on this amazing new opportunity to capture these highly-desirable clients, CFS has created a turnkey marketing program that combines "how to" instruction with multimedia marketing materials to help you unlock this amazing new opportunity for your business.

Watch this recorded webinar to learn the detail about this best-ever client acquisition opportunity in the higher-income 40-55 parent demographic!

WATCH THE WEBINAR Schedule A Demo

Here’s what you’ll receive when you subscribe to this program

Your own white labeled webpage with the full-length educational video embedded in it and a request for consultation form.

Content that you can use to “share the good news” with your prospects that have college-bound children

Promotional content that you can use for seminars, webinar or social media advertising

Consulting with a CFS marketing expert to help you implement the program in your business!

PPT presentation so you can deliver the content in person, or virtually *additional fee required.