227: Use "Not Your Average College Planning" to Drive High-Value Referrals with Ross Riskin

Most advisors treat college planning as a straightforward math problem: calculate tuition, project savings, and move on. However, the reality is that *real* college funding planning is much more complex, and those advisors who recognize this complexity stand out in their field.In this episode we’ll share insights on: What To Do Beyond Basic Calculations: College planning involves strategies that extend far beyond simple tuition calculations.College Planning Fintech: What tools should advisors be using AND staying way fromExpertise: How does an advisor build expertise in this unique categoryTactical Ideas: Ross shares several tactical ideas and strategies that you can start sharing with clients todayValue Addition: Advisors can significantly enhance their value by engaging in more complex college planning. Join us as we welcome Ross Riskin, whom I am calling a college planning genius. Ross will guide us through advanced strategies to elevate your college planning game from ordinary to extraordinary.Links from this episode:AICCFC Main WebsiteLearn More About the CCFC Designation Program Learn More About the AICCFC | XYPN LIVE Pre-Con EventConnect with Ross Riskin Register for the Quin x Efficient Advisor Show & Tell HERE!Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about T2MWorks HERE! Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE!   Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.