CollegePlannerPro Blog

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