Financial Professionals

College is now the second biggest purchase most people make in their lives and the significant increase in cost and complexity has families searching for answers and offers advisors a tremendous opportunity to provide value.

College planning is much more than 529 plans and understanding this hot topic better can elevate you and your practice.

We have a number of ways we provide tremendous value to financial professionals:

Client meetings

We will come to your office and provide 1 hour of free customized college advice to your clients to showcase your value-add and make you look good. Advisors also leverage us as a reason to meet and provide value to adult children of their grandparent clients. Schedule a meeting here.

Professional development

We are the go-to subject matter expert on the latest college planning topics and have been the highest-rated speaker for numerous national and state conferences. Contact us to learn about our current presentations and explore having us speak at your next conference or team meeting.

Education events

Looking for a way to engage clients or your community and provide meaningful value? We do dynamite client events, or private events for high schools, sports teams, churches, etc., where we teach families insider tips and actionable strategies to navigate the college process and save thousands. Contact us to discuss.

Content you can use

Social media and newsletters are a terrific way to engage and provide value to your clients and prospects, but providing content that is actually valuable is extremely tough. We consistently produce top notch articles that you are welcome to share (with attribution) in your newsletters and on social media. Sign up here to receive our monthly content.

"College Inside Track has been a great addition to my financial planning practice. The feedback from my clients has been really positive on the process of helping evaluate colleges and evaluating how to approach it as it as relates to scholarships and finances.

I’ve received some feedback that I wasn’t necessarily expecting. My clients have commented how much their child engaged in the process and listened to the advice of their CIT consultant. When the parents would say something about college, it would be like their child was listening to Charlie Brown’s teacher, but when the consultant would talk the student would take it all in and follow the advice."

Robert L Erkel, CLU®, ChFC®, CFP®

Wealth Management Advisor

"We need to continually provide our members leading content to help them stay at the forefront of our industry, and College Inside Track consistently delivers and is always among our highest rated speakers each year. They provide actionable strategies to help financial advisors with what is now a milestone topic for their clients, and our members continue to ask us to have them back.

I highly recommend College Inside Track to any association or committee planning an upcoming meeting or conference. They are best-in-class."

Jessica Hawthorne

Executive Director, Financial Planning Association of Minnesota

"College Inside Track is one of the most knowledgeable experts I know in the area of college planning. Listening to them, you understand that a college education should be approached like buying a home or making any other large purchase. Their information is empowering.

Whether professionals are advising their clients or parents are looking at colleges with their children, people hearing College Inside Track have better information which can lead to them making better decisions. I recommend their program and firm highly."

Elvin D Turner, JD MBA

Immediate Past President, Society of Financial Service Professionals

As a member of FPA-MN, I have come to expect outstanding educational content that can quickly sharpen or enhance my financial planning practice. College Inside Track opened my eyes to the complicated world of college planning. While I considered myself knowledgeable about college planning prior to attending the chapter meeting, I quickly realized that I am far from an expert.

CIT provided an excellent and engaging speaker who was also a wealth of information whom I will go to in my time of need. College Inside Track is definitely a resource I use for clients with children approaching college and the daunting FAFSA process.

Ryan Antkowiak, CFP®

Financial Advisor, The Stewart Antkowiak Group