Sometimes, when you put two top performers together, you get a one-of-a-kind team!
- Collegiate Funding Solutions – The leading college financial planning solution for advisors, equipping them to help clients save on and not just for college costs, avoid suffocating student loan debt and improve their retirement savings outlook.
- PreciseFP – The leading client engagement and data gathering tool used by financial advisors.
With numerous software tools to choose from across various categories, integration between category leaders is essential, as it enables you to amplify and extend the value and benefits of both with less time, expense, and effort on your part.
Join CFS and PreciseFP for an overview and demo of this synergistic and simple-to-use integration between two industry leaders.
You’ll learn how the CFS/PreciseFP integration will help you:
- Acquire new, higher-income 35–55-year-old clients with an urgent and immediate financial need
- Protect AUM that might otherwise be used to pay for absurdly high college costs
- Secure AUM through generations with a very practical legacy planning capability that will help nurture family relationships
- Generate new revenue
- Stand out from other financial advisors
Speakers
Nora Gallegos
Financial Planning Thought Leader, PreciseFP
Roger Lorelle
President, Collegiate Funding Solutions
