CollegePlannerPro Blog

Introducing Canadian and UK College Profiles

Posted by Raymond Babul on September 4, 2018

As more and more consultants work with students applying to international schools, Canadian and UK school data has been in high demand. After a thorough search for the best possible sources, we’re happy to announce that CollegePlannerPro has added 49 Canadian and 99 UK school profiles sourced from Maclean’s and The Complete University Guide respectively.

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Grow Your Company through Word-of-Mouth Referrals

Posted by Lisa Davis on August 3, 2018

Chances are, especially if your IEC business is in its early stages, most clients will find you through a recommendation from a friend or family member. This is a great way to get your first few clients, but eventually, you’ll want and need more prospective clients coming your way. So, what are some proactive things that you can do to increase the number of word-of-mouth referrals that you receive?

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Topics: Best Practices, Marketing

6 Tips for Building Your Company's Social Media Presence

Posted by Bridgette Reynolds on May 30, 2018

As of 2017, 81% of the US population age 12 and older had at least one social media platform. It is no wonder that many businesses, large and small, are harnessing the popularity and power of social media to promote and strengthen their brand to current and prospective customers. However, for many independent college consultants the use of social media platforms remains an underutilized, or oftentimes nonexistent, piece of their business's marketing strategy.

If you are looking to reach prospective clients, stay in touch with current families, or share industry insights and thought leadership with colleagues, then we strongly suggest you commit to building the social media presence of your business. To help you get started, we've prepared our top 6 social media best practices.

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Topics: Best Practices, Branding, Marketing

Advising Students on the Optimal Testing Timeline

Posted by Lisa Davis on May 25, 2018

The CollegePlannerPro team was recently joined by ArborBridge's Senior Director of Instruction, Dr. Megan Stubbendeck, for a webinar focused on advising students on the optimal testing timeline. A 10-year test prep veteran, it is Megan's job to know everything there is to know about the college admission tests, including which tests students should take and when. She was gracious enough to share her insights with our members and we've provided a quick recap and link to the full webinar recording below. 

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Topics: Member Resources, Test Prep

Tips for Effectively Working From Home

Posted by Lisa Davis on May 3, 2018

Many individuals who choose to pursue a career in independent college consulting will likely be faced with the reality of working from home for either most or all of their time. While it may seem enticing at first, working from home can also present many unforeseen challenges. In an attempt to provide the novice remote worker with a toolkit for success, we asked Jodie Westerman, ArborBridge’s Instruction Manager, to reflect on her experience working from home. Jodie talks about the good, the bad, and the ugly of remote work and shares tips for how to manage the right work-life balance.


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Topics: Best Practices

Why I Believe in Assessments – an Interview with Susie Wood

Posted by Lisa Davis on April 4, 2018

You may already know Susie Wood, MA, MSSW, a senior consultant and trainer at Human eSources. For the past 20 years, Susie has been helping individuals find their best career and education path and has presented to IECA and HECA members on the subject. We recently spoke to Susie about Human eSources’ AchieveWORKS™ assessments and here’s what she had to say:

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5 Design Tips for Your Professional Website

Posted by Caroline Chang on March 30, 2018

Search “Web Design Tips” on Google and you’ll get bombarded with hundreds of articles about anything from SEO tips to heated debates on above-the-fold content. If you don’t take a step back from it all, you’re bound to get overwhelmed.

When it comes to your website, just focusing on a few major components can make the design process much more straightforward. Try not to get too bogged down in things like animation or other “nifty” web design trends—oftentimes those are reserved for a particular type of site, such as e-commerce, agencies, or entertainment. The components we’d like to cover today include typography, color, imagery, and layout. So, let’s get started.

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Topics: Branding, Marketing

Secrets of the Financial Aid System: An Insider’s Guide to Helping Families Get Maximum Money for College

Posted by Chelsea Watkins on March 5, 2018

College costs have risen exponentially, almost 200% in the last twenty years. This means that most families are unprepared to pay for college. Many turn to costly options such as expensive student loans, or pulling funds early out of retirement accounts, incurring taxes and penalties. Or they limit their school choices to less expensive in-state public schools, thus potentially missing out on a best-fit educational opportunity for their child (or children). Unfortunately, many families, especially middle and upper income families, feel resigned to paying full price. They either put off or give up other personal financial goals, such as retirement, paying off their house, or even taking a vacation. Yet, if these families learn how the financial aid system works, the types of aid available, and what action steps they can take, then they can send their children to their dream schools without sacrificing their retirement or taking unnecessary financial risk.

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7 Tips for Navigating the Initial Consultation

Posted by Lisa Davis on February 7, 2018

The CollegePlannerPro team was recently joined by Raleigh-based IEC, Brooke Daly, for a webinar that focused on the IEC initial consultation with prospective clients. Owner of Advantage College Planning and The IEC Coach, Brooke has over 10 years of experience in the field of independent consulting. She credits much of the successful growth of her businesses to an engaging and tailored initial consultation with families. However, Brooke admits that she was not always the queen of consultations, and like most things, repetition and preparedness were the key to succeeding. During the hour-long webinar, Brooke shed light on what she's learned and what tactics continue to work well for her. Here are 7 of the top tips that we took away from Brooke's presentation.

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Topics: Marketing, Sales, Best Practices

Logo Design 101: Tools and Tips on Where to Start

Posted by Raymond Babul on December 1, 2017

Logos define your business

Whether you’re just getting started as an Educational Consultant or have been working with students for years, branding is important. Logos act as the face of your business. They’re a graphical display of what your practice stands for and can convey a lot to prospective and existing clients. At CollegePlannerPro, we customize your account by using your logo to brand your student login screen, emails, college reports, invoices, and much more.

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Topics: Marketing, Branding