CollegePlannerPro Blog

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