Blog - Association of Certified College Planning Specialists

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How to Approach Gatekeepers (Executive Assistants)

I once attended a meeting of business owners at the Columbus (Ohio) Chamber of Commerce in which they discussed “How to get past the gatekeepers.” Generally speaking, there are two categories of “gatekeepers.” The first category is “permanent gatekeepers,” who are administrative assistants tasked with blocking communication between you and…
 

Finding Prospective Investors Using College Planning

Marketing for new clients is like fishing; you cast out your line (the advertisement) and hope to catch the big fish (the new client). New prospects are similar, except some have money to invest while others are hardly saving in their 401(k) plans. Have any of you ever spent tremendous…
 

Last Minute College Visits

It’s coming down to the wire and some of your clients are making preparations for last minute college visits, before the May 1st, 2017 admissions deadline. The main function of the campus visit is to ensure that the college’s “personality” fits with the personality of the student. A direct campus…
 

Financial Aid and the Ever Important Student Aid Report (SAR)

It’s that time again - the next stage of the financial aid process - when families start to receive their Student Aid Reports (SAR). Banks do not issue loans without ensuring credit worthiness, employers do not hire employees without proper qualifications, and colleges do not give out scholarships and grants…
 
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