Attract Gen X & Millennials
Visibility. Engagement. Results.
Don’t Let college Derail
your Clients’ Future Goals!
As elite colleges hit $90,000+ per year, Gen X and Millennial parents and grandparents are making high-stakes college decisions. The 11 Money Minute videos in this collection deliver timely, relevant content that directly addresses their top fear: skyrocketing costs derailing retirement.
Use them to uniquely position yourself as the trusted advisor who helps families integrate college expenses into a comprehensive, long-term plan that provides financial security, protects their retirement, and secures their peace of mind.
Money Minutes: 8 Shocking New College Trends Jeopardizing Financial Security for Parents & Grandparents.
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it’s the difference between stress and strategy.
College planning is more complex than ever, so waiting until senior year often leaves families scrambling. Smart parents start early, mapping the path while there’s still time to save thousands, and strategize with advisors to protect what they’ve built. The Money Minutes videos deliver short, practical insights that help clients connect with the experts as navigate essential college decisions … to ensure prosperity for themselves and their students, without the need for you to take on the role of a ‘College Planner.’
Pre-Planning is No Longer Optional
Money Minutes: The College Disconnect – Educating Parents on the Harsh Reality for Today’s Grads.
Money Minutes: 8 Key College Planning Questions to Ask Your Advisor
Money Minutes: Avoid 3 College Traps that Destroy Retirement Wealth
Financial Decisions
Now is the Time to Decide
Smart financial decisions about college start long before acceptance letters arrive. The choices parents make now will determine whether a degree becomes a springboard to success, or a financial burden that could jeopardize their future financial security. These videos illustrate how vital it is to work with you to integrate the high cost of college into their long-term financial plan.
Money Minutes: ‘Time’ – Watch Out for This Hidden College Cost
Money Minutes: A Simple College Strategy to Protect Your Wealth
Money Minute: Avoid this $220K College Mistake!
Money Minutes: Balance Financial Priorities for Retirement Success
Money Minutes: College vs Retirement? The Big Dilemma
Money Minutes: Maximize Education Tax Benefits to Protect Your Wealth
A Crucial Next Step for Clients
This quick video gives clients 6 specific points to discuss that will help set expectations, reduce stress, and allow everyone to stay focused on an academic goal that supports, instead of strains, their financial future.
Taking Action
Money Minutes: 6 Key College Planning Points to Discuss with Your Teen