10 Reasons CFS' College-Planning Software Is The Right Choice For Financial Advisors Interested in Fee-based College Planning
Everything at CFS is directed by our mission: Helping families save ON and not just for the cost of a college education with the help of their financial advisor/institution.
The result for a family can be significant savings on their out-of-pocket college costs, reduced college-funding debt and improved retirement savings outlook.
CFS' signature college-planning software is the centerpiece for equipping you to accomplish these goals for your clients, while at the same time helping you drive more revenue for your business - independent of your business model.
Here are the ten key ingredients to CFS' secret sauce, that make CFS' college-planning software the right choice for financial advisors that want to generate fees for college-planning advice and grow their business and revenue in the process
- CFS' Mission - Everything at CFS is directed by our mission: helping families save ON and not just for the cost of a college education. When advisors affiliate with CFS, they adopt the same noble mission. This is the "Good News" you'll share (with CFS' FREE marketing material). Parents should be able to expect more than simplistic college-savings strategies from their financial advisor! By collaborating with CFS, you'll deliver much more!
What other college-planning software has this noble and compelling mission as its guiding principle?
- CFS' knowledge base of college planning and funding strategies. To achieve the goal stated above, you need specialized expertise and you'll access it via CFS' proprietary knowledge base of over 300 actionable, practical and relevant college planning and funding strategies. Client-specific strategies are selected from the knowledge base, based on the facts of the case submitted through the data gathering form, and included in the software-generated report. Advisors use the customized reports to advise the client, helping them make better-informed college planning and funding decisions, reduce out-of-pocket college costs and improve their retirement savings outlook.
What other college-planning software has a knowledge base of college-planning strategies like CFS?
- CFS' knowledge base is constantly being updated and enhanced to keep up with the ever-changing college planning and funding landscape. In addition to CFS' own subject-matter experts, CFS actively solicits, encourages and incorporates the suggestions, strategies, feedback, critique, etc., of its community of advisors into the ever-evolving knowledge base. When you use CFS' college-planning software you are tapping into the collective expertise of hundreds of top college planning professionals with hundreds of years of collective real world experience. Each new college-planning expert added to the community means you'll benefit because their expertise will be reflected over time into the college-planning software and reports.
What other college-planning software company has a similar model that incorporates the collective expertise of its community in its capability?
- With CFS, whether your client is middle-America or high income/net worth, you can help them make well-informed short- and long-term college planning, admissions and funding decisions at each step along the way. That is how your clients will plan for the overall best outcome and potentially save ON, not just for the cost of college! What other college-planning software has so much to offer your clients irrespective of their financial situation?
- CFS' college-planning software is accurate. From EFC calculations, college costs, financial aid data, tax rates, 529 plan details, savings options, college scholarships, education tax credits, etc., Collegiate Funding Solutions' database contains thousands of data items that are regularly updated to provide you with current and accurate data, providing the basis for rock-solid calculations and analysis. What other college planning software maintains such a comprehensive database of college planning and funding related data?
- The college-planning reports are objective and FINRA reviewed. To our knowledge, only CFS has FINRA reviewed software-generated reports. This inspires confidence and peace-of-mind that the reports contents contain objective, prudent, reasonable and useful information. Collegiate Funding Solutions has earned its reputation as the premier comprehensive college-planning software because we are first and foremost an objective solution provider with no ulterior motives or hidden agendas. What other college-planning software can claim "FINRA reviewed"?
- Many experienced college planners rely on CFS' college-planning software. They understand the complexity of college planning, its value and the need for comprehensive, easy-to-use, accurate and strategy-driven software. Whether you're a college-financial planning expert or just want to move beyond simplistic savings strategies for your clients, you'll appreciate our software! What other college-planning software caters to the needs and requirements of the the premier college planners in the financial services industry?
- Support. Need help with a particular client case or questions about the college planning reports? What about general college planning and funding questions? Along with the software, you get ACCESS into real subject-matter experts who can help you as needed. And, no extra fees for this access. With CFS you get high tech AND the personal touch! What other college-planning software includes this level of support so that you don't have to be a college-planning expert in order to deliver superlative college-planning advice?
- Simplicity.The process for helping your clients save ON and not just FOR college costs is amazingly simple. Just gather data (with your secure online fact finder), generate the report with all the relevant information, analysis and strategies, develop an action plan for the client (with help from CFS as needed) and finally, meet with the client to present your action plan. What other college-planning software equips you with so much capability, for so little time/effort and with access to expert help as needed?
- Free marketing resources. CFS provides you with a variety of marketing flyers, content, lead-gen web pages and training videos to help you convert prospects to fee-paying clients. All of CFS' marketing materials tie into the overall mission (that you adopt when you affiliate with CFS) of helping families save ON and not just for college costs. That's a message that will attract parents of college-bound children! What other college-planning software provides this level of free marketing resources based on such a compelling message?