Business Builder Program

While many CCPS® (Certified College Planning Specialist™) only need our basic membership tools & resources to adequately support their client base, the Business Builder Program is for those advisors who want financial strategy suggestions and access to personal support in the NICCP® Forum area (Discussions With Experts) from our founder, Rick Darvis, CPA, CCPS® and Micheal McKinnon, M.Ed, CCPS®.

The Business Builder Program includes:

Client Strategy & Case Study Analysis

There is a special area on our discussion forum called DISCUSSIONS WITH EXPERTS. Here Rick and Ron not only answer questions on strategy and financial products with our Business Builder members, but also how to sell and implement the strategy and how to deal with common objections that may come up.

When one of our expert monitors shares strategy implementation ideas, or answer client questions for an advisor, everyone in the Business Builder program has access to that discussion. This special discussion forum allows you to keep up to date on what’s going on in the field, the latest marketing ideas, who’s doing what, what’s working, what isn’t working. You do not get this inside information on the standard membership forums. If you want to take your college funding practice to the next level, having access to this special discussion forum is practically mandatory.

Practice Management Training Videos

This 12 hour video training course gives you a complete step-by-step process for building a college funding practice covering the seven strategic areas:

  • How to build your business plan?

  • How to build a marketing plan that gets leads and appointments?

  • How to do a college funding seminar presentation and close appointments?

  • How to deliver the first appointment, build a bond, and what critical questions you need to ask?

  • How to deliver your second appointment and get the client to hire you?

  • How to operate software and develop reports?

  • How to implement the appropriate strategies that lead to product sales?

Some of the ideas and strategies you’ll learn from this video training course are:

  • How to get DOCTORS AND DENTISTS TO CALL YOU when they won’t give other financial advisors the time of day!

  • How to use income planning to ATTRACT AND RETAIN cash value life insurance clients!

  • How to use college cash flow planning to double your life insurance sales

  • How to INCREASE YOUR ASSETS UNDER MANAGEMENT by working with the business owner’s CPA!

  • How to STOP COMPETING ON INVESTMENT PERFORMANCE and start giving financial advice that business owners are begging for!

  • How any family can PAY OFF THEIR MORTGAGE IN HALF THE TIME and why this technique is the ultimate prospecting tool for mortgage lenders!

  • How CPAs can get financial advisors to GLADLY REFER ALL THEIR BUSINESS OWNER CLIENTS for income planning! If you are a CPA… you may never spend another dime for marketing again after learning this one technique!

  • How to IDENTIFY AND INFILTRATE strategic small business groups!

  • Develop a CASH FLOW PROPOSITION that will get the business owner to contact YOU!

  • How to help business owners reduce taxes by $10,000 – $20,000 or more per year and use these strategies to get REFERRALS from these business owners!

  • And much more

Business Builder Resources & Tools

As a member of the special Business Builder group, you also have access to a comprehensive set of tools and resources you need to deliver a turnkey college-funding service to your clients. 

You get everything you need to run your college funding practice out of the gate, without going through a heavy learning curve. You get all the software and calculators you need to run the technical side of your business, plus you get all the marketing campaigns and done-for-you marketing collateral that you can personalize and immediately start promoting your practice.

College Funding Marketing Campaigns

Our marketing campaigns help you to claim the dominant position of authority in your community. They include:

  • Past Client #1 Email Campaign

  • Live Seminar Prospecting Campaign

  • Becoming The Local Expert – Media Email Campaign

College Funding Marketing Collateral

You also get high impact templates that you can personalize and use immediately.

  • College funding booklets for you to use as promotional items

  • Navigating the College Financial Aid System

  • The College Decision Navigator

  • 153 Cost Saving Strategies for College

  • Seminar presentation materials

  • College Cash Flow PowerPoint (completely scripted and ready to go)

  • Seminar workbook handout

  • Questionnaire

  • Sign-in sheets

  • Press releases

  • Mailers

  • Postcards

  • Letters

  • Announcements

  • Press releases

  • College funding tri-fold brochure

  • Business card templates

  • Bandit Signs

  • Banner Signs for Schools