Ep #65: Developing a Specialty Service Around College Planning
Behind The Advisor · Behind The Advisor
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Show Notes
We routinely receive requests for more shows with established planners who've found success implementing the strategies we champion, especially around defining your niche.
Joe Messinger of Capstone Wealth Partners is the perfect example of an advisor running a firm doing just that. He specializes in helping families create a comprehensive college funding plan to maximize financial aid, minimize taxes, and effectively save for retirement at the same time.
You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/65