Are Your Clients Overwhelmed By College Planning? Meet Dan, the College Man!

Do your clients feel ready for their children to graduate from high school? Or, are they like many parents who are completely overwhelmed because they haven’t started planning for college? 

In this episode, Matt Halloran talks to Dan Bisig (aka “Dan the College Man”), the founder of College and Beyond, LLC. Dan shows you how to help your clients’ children find the right college at an affordable price, pursue the right major, and graduate on time!

Dan discusses:

  • How outsourcing college planning can add incredible value to your practice
  • The benefits of his advisor referral partnership programs
  • His proprietary college planning process, which is suitable for all institutions (including Ivy League colleges)
  • How to find scholarships to bridge the funding gap
  • And more

Related: 4 Systems To Build a Resilient Advisory Practice With Jay Coulter