How to Incorporate College Planning Into Your Practice

What this episode covers

In this episode of Advisor Arena, we tackle how financial advisors can seamlessly weave college planning into client conversations. From asking the right discovery questions to explaining savings vehicles like 529s, Coverdell ESAs, and custodial accounts, we share strategies to help families balance education goals with retirement priorities. Learn how guiding clients through scholarships, grants, FAFSA timelines, and realistic expectations not only adds immediate value, but also builds multi-generational relationships that strengthen your practice.

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How long is this episode of The Advisor Arena?

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When was this The Advisor Arena episode published?

This episode was published on September 6, 2025.

What is this episode about?

In this episode of Advisor Arena, we tackle how financial advisors can seamlessly weave college planning into client conversations. From asking the right discovery questions to explaining savings vehicles like 529s, Coverdell ESAs, and custodial...

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