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227: Use "Not Your Average College Planning" to Drive High-Value Referrals with Ross Riskin
Most advisors treat college planning as a straightforward math problem: calculate tuition, project savings, and move on. However, the reality is that *real* college funding planning is much more complex, and those advisors who recognize this complexity stand out in their field.
In this episode we’ll share insights on:
What To Do Beyond Basic Calculations: College planning involves strategies that extend far beyond simple tuition calculations.
College Planning Fintech: What tools should advisors be using AND staying way from
Expertise: How does an advisor build expertise in this unique…
The skinny
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