A 4-Step College Savings Campaign Advisors Can Run This September
TL;DR September’s College Savings Month gives financial advisors a timely reason to reach out to families about rising tuition costs. With a simple four-step campaign;
Tag: 529 plans
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3 College Savings Month Talking Points Advisors Can Turn Into Leads
TL;DR September is College Savings Month, a marketing-ready hook for advisors. Families are already stressed about tuition, which means they’re primed to listen. By mailing
Slow Mail, Strong Impact: How Postcards Can Promote College Savings Plans
Part 3 of 4 – College Savings Series Postcards are one of the most effective, tangible tools for promoting college savings—especially after 5/29 Day.They’re simple,
It’s 529 Day: How to Turn College Savings into a Client Magnet
Part 2 of 4 – College Savings Series May 29 is 529 Day—the one date on the calendar that literally spells out a missed opportunity: