The NICCP's
College Funding Business Builder Workshop

The Eight Steps to Success in College Planning and Funding  

Your CPA and business partner come FREE!

Upcoming Businesss Builder Workshop:

LIVE Webinars Online:
September 21-22-23
Click here to enroll 

Check out the NICCP's  Business Builder Workshop A complete college funding and planning process for advisors "The Eight Steps to Success in College Funding" The Business Builder Workshop was excellent. Jeff and I learned exactly how to rebuild our  business on a new and stronger foundation while integrating your process into our system. With all this new knowledge, the support you offer and the website information, how can we not be successful? For anyone that has not taken this workshop, it should definitely be on their priority to-do list. Jeff and Ali Schneider, Royal Palm Beach, Fl.

A prerequisite webinar to the "Eight Steps to Success" "Introduction To College Funding" w/ Rick Darvis CPA, CCPS   3 minute video  FREE registration for Intro to College   It all starts with the Intro to College Funding Course! FREE  8 hours of CPE/CE for CPAs and CFPs! Taught by college funding "Legend" Rick Darvis, CPA, CCPS 130 page Program Guide The need for college funding is huge The results you can provide are incredible and valuable Prerequisite for CCPS certification Credibility builder and business builder

The Business Builder Workshop is one of the most comprehensive selling programs I've ever been through.  I have implemented some of the strategies provided and am already seeing better results.Gary Lucas, CCPS  Liverpool, NY

Eight Critical Steps to Success in College Funding Become the "College Funding Doctor" in your town!      3 minute video Look at the results you can offer clients 7 minute video The Business Builder process fixes advisors' biggest problems  4 minute video The Business Builder Workshop met all of my expectations.  I needed help with developing a successful and workable business and client process that would boost my business to the next level.  The Business Builder Workshop provided me that and much more!  I would recommend this workshop to everyone who feels they need help maximizing their college planning practice. Tom Domin, CCPS,  Allentown, PA STEP ONE- The 3 fundamentals for college funding  An overview of Step One 2 minute video I. Education Learning the public's concerns about college The public's views on college                      4 minute video CCPS Certification and the technical side of college funding            Certified College Planning Specialist                5 minute video NICCP's ongoing training and tools                   3 minute video II. Your services and your team The NICCP's Affiliate Partners help you get the job done! Delivering extraordinary college funding results                  4 minute video III. Your process Using the "Eight Critical Steps" to college funding success           2 minute video

Just wanted to let you know that the business builder workshop was outstanding! As a "newbie" the information you provide is invaluable.  I finally feel as if I have a plan for developing a successful college planning practice. And, I am looking forward to my one-on-one follow up to "fine tune" my individual plan of action. Thanks for a workshop that truly delivers!  Cathy A. Pedemonti, CCPS, East Berlin, CT

STEP TWO Attracting families that need your college funding help   1 minute video             An overview of Step Two  1 minute video There's no competition Multiple message delivery systems Matching the message(s) to the audience(s) Profiles of college planning families The sniper vs. the shotgun approach Information Drip- "The College I.V."  Keep your powder dry Attracting your prospect's attention

Thank you for the Business Builder Workshop.  It was a great.  It gave me the confidence to push forward with cash flow planning and helping others.  It was a great opportunity to meet other planners too.  I look forward to attending future webinars and conferences as they arise.  Russ Fisher- CPA, CCPS, New York / Singapore

STEP THREE   Talking points and the full story on college funding       1 minute video        Overview of Step Three  1 minute video Three big reasons for doing seminars Seminar Invitations Seminar Registration The whiteboard Drinking through the firehose Don't leave them hanging Parent Seminar Grandparent Seminar Business Owner Seminar Roadmap Seminar Seminar Evaluation and the "Offer" Setting appointments and expectations

It was great meeting other planners from around the country—sharing ideas and strategies! Hearing strategies from Rick and Ron that you won’t hear anywhere else was also invaluable, and Ed Kinkopf pulls everything together to solidify a great business model.  The workshop reiterated the awesome opportunity that exists with college planning—plus it brings together many other financial and tax planning opportunities that potential clients today are searching for.  Brad Ewerth, CPA, Lincoln, Nebraska

STEP FOUR The initial meeting- "The Doctor's Exam"           1 minute video                       Overview of Step Four  1 minute video Get the most out of “free consultations” Examination, not presentation Discuss expectations   Six critical questions and the 80/20 rule Finding the “hot buttons” Connect and relate  “before and after stories“ HEPPY Case studies Remember your team Affiliate Partners Success stories Before we can help we need more info

"I wanted to thank you all on behalf of the APSG “Posse”! We had a great time, learned a TON and look forward to implementing all that we learned. Thanks again, and we look forward to the follow up and ongoing support!"  Josh Sterling, Petaluma, CA

STEP FIVE Analysis and diagnosis- "The College Funding Lab Work"    1 minute video    Overview of Step Five   1 minute video           Dr Exam Data Collection Questionnaire HEPPY Client Questionnaire Using various calculators to analyze data EFC Estimator Merit report CashFlow Calculator MyCashFlowCalculator Tax Savings Calculator HEPPY 1040 Form  Profile case studies to develop your favorite five college funding strategies

I  truly enjoyed the Business Builder's Workshop.  I am continuously looking for ways to enhance my practice and bring more value to my clients.  Working with quality individuals such as Rick Darvis, Ron Them and yourself was really enlightening for me and the information was astounding.  Two days after the workshop was over, I had an appointment with a prospect and I never felt more confident than I did during that presentation, which was a success!  Thanks Again, and I look forward to working with NICCP for many years to come.  Paul W. Snider, CFP®, CDFA®, CCPS®, CRC®, President, SBS Wealth Management, Clarkston, MI

STEP SIX The second meeting- "The Preliminary Analysis                             1 minute video             Overview of Step Six     1 minute video Developing a "Preliminary College Funding Analysis"  HEPPY  Determining what to include  Keeping powder dry Solving the problems Discuss results not procedures  Many options and variable to consider Timeline Packages Pricing your services Getting hired

Great workshop!  My business partners and I very much enjoyed the focused sessions and the process orientated work shops. I fully understand the importance of developing a specific process for any business model, thus the E-Myth. I excited to share with you our successes next year at the annual conference.  Scott Klatt, Rochester, NY

STEP SEVEN   Implementation- "The Treatment"                                  1 minute video            Overview of Step Seven        1 minute video      Discussions for treatment and implementation of college funding strategies  Using NICCP Affiliate Partners  Using NICCP Third Party Administration services NICCP "College Plan" Back office On the job training

I really enjoyed the workshop. The small number of attendees (12) really allowed for some great interaction. The sharing was very beneficial. I was glad that there was a variety of different types of advisors. Kevin (my CPA) and I had a 1st meeting with 2 prospects this week. Working with Kevin is going to be a dynamite combination. It is giving me more confidence on the tax strategies and Kevin can implement them. We were able to go through my question list (it really works great if you listen) and gather the information we needed to prepare a proposal. Now, we are going to package what the client wants and present a price to them in a second meeting. Rick Abend, CCPS, South Carolina I enjoyed the workshop and I think it confirmed that there is a lot that we have just started doing which will lead us down the right path.  I am anxious for the post workshop follow up so we can run through the software and do our own samples/case studies to see what to look for and what not to waste time on. Kevin Ruff CPA, CCPS, South Carolina

STEP EIGHT Ongoing checkups- "The College Funding Follow Up"               1 minute video Overview of Step Eight  1 minute video Annual or periodic “check ups” Change is good for business Consult before taking new action Who else needs to hear about this NICCP Drip Contact System NICCP Parent Newsletters NICCP Parent E-alerts NICCP Parent University Website NICCP Monthly Sales Idea

I enjoyed the conference and learned a lot. Gerry Culver, CPA, CCPS, Virginia Fantastic workshop!!! Tom Prideaux, CCPS, Eden Prairie, MN

Click here for more details on the
College Funding Business Builder Workshop

NICCP Virtual Conference
September 14, 15, 16

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