NICCP's College Funding and Business Builder Workshop!
We'll show you how to get hired to do college funding... and more!
Your CPA and business partner come FREE!
Upcoming Workshops:
Live webinars online:
March 23- 24- 25 SOLD OUT
April 20- 21- 22 Click here to enroll
Live sessions in Las Vegas:
May 5- 6- 7 Click here to enroll
Now you can deliver get great results for all your clients- not just college bound families!
- Help them reduce debt and free up cash flow for all their "needs"
- Monthly living expenses
- College
- Retirement
- Health and Long Term Care
- Show them how to prosper in this economy
Learn how to use your knowledge and special implementation tools to get results! This is a workshop that will show you a process for delivering extraordinary results. Families need your help now more than ever!
Be prepared to get involved. We'll get down to the details of "how to" get it done. And we'll be following up AFTER the workshop with one-on-one coaching sessions to make you accountable and keep you on track.
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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
“The Business Builder Workshop was awesome! I had a lot of "light bulb" moments. I came away from the workshop knowing what service was I am going to offer to the public, what is included (Academic/Financial) and what I might charge for it. Most importantly, I now understand the most effective way to attract new clients, the steps to take with each client, and what I need to do in each step. I now have a series of forms, (cheat sheets), to be used during the steps, (from seminar registration/evaluation worksheets for developing a case, to the “preliminary” analysis presentation form, etc.)."
"I have to say that the brightest light bulb came on when we walked through HEPPY to develop a profile and then transferred the information gleaned in HEPPY to a worksheet that we could present to our prospect. It is dead simple and very effective.” Greg Ferguson, ChFC, CFP, CCPS Edina, MN
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Program Description:
This workshop is designed to help attendees increase their income by $50K or more in one year or less using the NICCP’s 8 Steps to Success with College Planning platform. You’ll learn how to build a PERSONALIZED, repeatable, and profitable, step by step procedure for attracting families, getting hired, and delivering extraordinary results!
Follow a proven process
In the College Planning School/Business Builder Workshop you will learn how to attract new business, examine prospects’ needs, analyze and diagnose their case, and offer a preliminary analysis that will get you hired.
We’ll also show you how to develop a powerhouse CPA/Advisor college funding team that will blow the doors off old methods and will help ensure the right strategies get implemented and clients get great results!
This PROVEN method of adding the 1-2 punch of a college funding “Team” will add tremendous credibility to your college funding process and also dramatically improve your:
- Seminar attendance
- Direct mail success
- Percentage of first appointments
- Closing ratio (both for the advisor and the CPA)
- Collecting fees
- Income (tax) planning fees (CPA)
- Asset planning (Financial Advisor)
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I want to let you know what a great experience the Business Builder Workshop was. From the first rate instruction and instructors, to the breakout sessions to the quality of the participants, it's hard to put into the words the value I received.
I arrived at the workshop on Monday morning as a general practitioner CPA and left on Tuesday evening with a blueprint to become a CPA specializing in College Planning as well as Cash Flow Planning and Debt Reduction. The eight steps were all laid out and were gone over in detail. No stone was left unturned.
Rick Darvis, Ed Kinkopf and Ron Them are not only great presenters, but quality people as well. You can tell by spending time with them that they really care about the people they work with and want to see them succeed.
It is a privilege to be associated with these gentlemen as well as the NICCP. I highly endorse the Business Builder Workshop. It can change your life. Peter J. Marchiano Jr., CPA, CCPS, Bayville, NJ
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Click here > Reserve your seat and training workbook now! < Click Here
Reduce your workload and have more free time
You will learn how to use “AFFILIATES” to minimize your workload. This unique way of doing business will still allow you to command a significant fee for advice, while removing the time burden of working with the student/family in order to quickly move on to income planning (CPA) and asset management and repositioning (Financial Advisor).
Keep it simple without getting bogged down
You will get a strong balance of technical and non-technical topics. You will also learn how to keep the planning process simple. We are confident that at the close of this two-day workshop, you will be better prepared to tackle the challenges and take advantage of the opportunities that this "new economy" offers us.
Getting results
No other training comes close to the type of in-depth discussion and educational content that this Business Builder Workshop delivers. Specialized learning, innovative ideas and cutting-edge thinking define this workshop. Join us and take your practice to the next level.
Class Size:
The Business Builder Workshop is being limited to six attendees
Instructors:
Rick Darvis, Ed Kinkopf, Ron Them
Prerequisites for workshop attendees:
- You must be a CCPS designee
- You must be a current active NICCP member
- You will need to bring a laptop with wireless internet access
Pricing- with guarantee*
The total cost to enroll in the NICCP VIRTUAL Business Builder Workshop is $2,500. Check out our money back promise.
*Money Back Promise to You:
After the workshop we will help you save at least the cost of the workshop on your own personal finances or
we’ll coach you in implementing a college financial plan for one of your clients for which you earn fees and/or commissions.
Registration:
Only 6 seats are available for this workshop.
To reserve your seat and training workbook:
Continuing Education:
16 hours of CCPS CE
Testimonials:
I really enjoyed the workshop. The small number of attendees (8) really allowed for some good interaction. Everyone sharing was very beneficial. I was glad that there were CPAs there as well as a variety of different types of advisors.
I have heard a lot of the materials before, but this time they were covered step by step and this is what I needed. I think the lists that we have to put together for our business is a good idea. I made a list of what services I would offer. It made me realize I was trying to do too much and that made it difficult to explain to prospects.
Kevin (my CPA) and I had a 1st meeeting with 2 prospects this week. 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. I have been offering a package of services and presenting it on the first meeting. Now, we are going to package what the client wants and present a price to them in a second meeting. We also had students in the meetings, which I had not done for awhile.
It looks like 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. Kevin get the academic package without the learning curve. It looks like we are going to be able to market e prep to people who might not have become clients either. That will allow us to drip on them for other things. 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
Thank you for the Business Builder Workshop. It was a great. It gave me the confidence to push forward with college 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- CCPS, New York / Singapore
I enjoyed the conference and learned a lot.
Gerry Culver, CPA, CCPS, Virginia
Fantastic workshop!!!
Tom Prideaux, CCPS, Eden Prairie, MN
"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
Click here > Reserve your seat and training workbook now! < Click Here
Workshop Agenda:
Education:
Learning clients views
Learning the technicals
Putting together your service and your team
Putting together your step by step sales process
Attracting families that need your help
No competition
Matching messages with the audience
Keeping your powder dry
Multiple message delivery systems
Talking points and the Full Story
Three reasons for seminars
Proper set up
Inform not Educate
Drink through fire hose
Don’t leave them hanging
Call to Action
The Evaluation and “The Offer “
Seminar Follow up
Setting Appointments and expectations
The First Meeting- The Dr Exam
Getting the most out of your first meeting
Ask- Don’t Tell
Building the bond
Your team makes you look good
Stories
Getting more information
Analysis and Diagnosis- The Lab Work
Client Questionnaires
Profiles
Calculators
Finding the right strategies
The Second Meeting- The Preliminary Analysis
Developing a Preliminary Analysis
Connecting results with specific client problems
Keeping powder dry
Getting hired
Pros and Cons of "Packages"
Pricing
Engagement
Implementation- The treatment
Discussions regarding options and interests- “Personal Variables”
Deciding which strategies and to what degree
Bringing in the team
Education removes confusion
Ongoing checkups- The follow up
Drip contact management system
Regular checkups
Dealing with changes
Referrals
Click here to download an application
Click here > Reserve your seat and training workbook now! < Click Here
