CONTACT CFSThe Need: A Practical and Effective Client Prospecting System
One of the main reasons financial services professionals don’t succeed with college planning is due to poor prospecting. Many financial services professionals are skilled and capable of selling the prospect on their services once they meet, but very few are good at prospecting for new clients.
By surveying the industry and listening to feedback from our community of financial services professionals, we determined that available prospecting systems intended to attract college-planning prospects:
- Often don’t work as well as advertised - “I tried X and it didn’t deliver to expectations.”
- Are expensive - Not only to get started ($2,500+) but for ongoing marketing. They often require significant ancillary marketing costs such as direct mail costs, 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.)
- Do not 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 the wide array of financial services professionals including RIAs, CFPs, Certified College Planning Specialists (CCPS), CPAs, insurance professionals, etc.
The Solution: CFS's College Planning Prospecting System For Financial Services Professionals
In keeping with our commitment to deliver the most comprehensive, highest quality, cost-effective and innovative college planning and funding solutions to the financial services industry, CFS now offers a prospecting system for financial services professional with these benefits:
- It yields college-planning prospects for your business at a reasonable cost to you
- It is simple for the financial services professional to implement.
- It projects you as the college planning expert in your geographic area
- It is appropriate for all financial services professionals
- It is versatile and compatible with any marketing technique. It’s especially compatible with low cost marketing methods. It is ideally suited for increasingly popular social networking options (Facebook, Twitter, etc.)as well as the more traditional methods (direct mail, newspaper, etc.)
Fortunately, CFS offers license options (and pricing) to meet any level of college planning activity. Therefore, a prospecting system is not a necessary add-on service in order to justify the licensing of the core CFS college planning software based on ROI concerns.
At the same time, many advisors either don’t have an established clientele or they want to expand, grow and diversify their business.
The good news is: If you want to attract qualified college planning prospects into your business – for whatever the reason – CFS has a solution for you!
More about the College Ed Xpress Newsletter
A quality newsletter is an important constituent element of an effective prospecting system. It enables you to stay connected with your clients and prospects. Timing may not be everything, but it is a lot! When the time is right, prospects will contact you – thanks to your newsletter!
Newsletter details:
- Optional add-on service to prospecting system
- Emailed monthly to subscribers
- Written by Director of the CFS Client Care Center (not canned third-party content)
- Targeted primarily to parents of high school juniors and seniors when urgency is high
- Contains your contact information
- Advertises your prospecting website for viral marketing opportunities
Success With College Planning = Outstanding Capability + Qualified Prospects
With the addition of the prospecting system, CFS delivers a complete 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 (through our Client Care Center) AND NOW the means to attract new prospects into your business!
Prospecting System Benefits |
CFS Licensee |
Non Licensee |
| Branded prospecting website - the ideal solution for any marketing approach | YES |
YES |
| Video presentation: “A Lesson in Paying for College” | YES |
YES |
| Free report: “Seven Ways to Be An Informed Buyer To Beat the High Cost of A College Education” | YES |
YES |
| Coupon download for free college planning consultation | YES |
YES |
| Prospecting site personalized with your picture | YES |
YES |
| Request for consultation form. Advisor email/phone number | YES |
YES |
| “About Us” customized content about you and your business | YES |
YES |
| College cost calculator with thousands of colleges. | YES |
YES |
| Social Networking "share this" option integrated into site | YES |
YES |
| Parent E-Newsletter signup option on the prospecting site | OPTIONAL |
OPTIONAL |
Annual Subscription Fee |
CFS Licensee |
Non Licensee |
| Prospecting System | $750 or $75/month for 12 months |
$995 or $100/month for 12 months |
| Parent E-Newsletter College Ed Xpress add-on* | $350 |
$400 |
 |
|
*College Ed Xpress Newsletter- Stay connected with your prospects and existing clients. Includes regularly scheduled webinars for newsletter subscribers. Continue to educate and inform your existing clients as well as prospects. When the timing is right, they’ll contact you!