CFP®, ChFC®, CLU®, Founder & CEO Capstone College Partners
About the instructor
Joe is a leading authority on late-stage college funding and frequently speaks to organizations and parent groups, such as the OSCPA, FPA, and XY Planning Network.
With Capstone College Partners, he’s on a mission to educate other financial advisors to raise the bar on college funding advice…and help end the student loan crisis, one family at a time.
He started his own firm because of his struggles at large national firms to find and provide good financial advice — especially in the area of college planning.
It always seemed to be about the next product sale to a client.
After months of soul searching, he & his partner decided to strike out on their own in 2009 by forming an independent fee-only practice.
They chose the name “Capstone” to reflect the new firm’s focus on college planning (“capstone” refers to a student’s final course of subject mastery in a higher education setting). And, included “Partners” in the name to signify their intent with client relationships — that is, a real partnership built on trust and not just a one-time sales transaction.
In this course you'll learn how to replicate the process (without having to go through the trial & error experimentation they did). Learn a proven business building template you can implement to build a thriving practice working with clients you love.
If you have questions about Mastering College Pre-Approval™, don't hesitate to schedule a call with him here.
If you have any questions related to the marketing & sales modules of Mastering College Pre-Approval™, you can schedule a call with our marketing manager, Joe Gatto, here.
Dave Bowman is the go-to point of contact for our existing members and loves helping them incorporate our tools, education, resources, and vision so they can build great practices. You can schedule an appointment with him here.
Financial Advisors: Let's end the student loan crisis one family at a time!
Learn how to better serve Gen X clients, and rescue them from their #1 financial fear — paying for their children's college.
We're on a mission to revolutionize our industry's approach to college funding advice. We intend to empower financial advisors with the tools they need to help families make an informed college buying decision.
Join us for a deep dive into the process we use in our firm everyday to help clients navigate the stressful process of funding their children's college education.
This is the full course — Parts 1 & 2 together...
Part 1: The Mechanics of College Funding — How To Do College Planning The Right Way
Part 2: Marketing College Planning & Building A Business As Your Local Expert
When you get them both together you save $999 vs. buying Part 1, then waiting to do Part 2 later.
- The procedure is as follows...
As soon as you purchase and create your login credentials, you can begin with Part 1. Go through each module, and take the quiz to earn your CEs for that section. When you finish, we'll send you a 100% off coupon to begin Part 2: Marketing College Planning & Building A Business As Your Local Expert.
** Students must complete Part 1 before advancing to Part 2.
You can see all the details, features & benefits for each part of the course at the following links...click below...
Sign up for Mastering College Pre-Approval™ today...
Differentiate yourself from all the other financial advisors in your area. Learn to become the go-to expert for college funding advice, and develop a practice you love.