Let's Talk about the Elephant in the Office?

The Elephant is the 1.5 Trillion in college debt. With over 44 Million borrowers in college debt, your clients are either headed for college debt, creating college debt, or supporting someone with college debt. If you do not address college debt with your clients properly, these clients will be reaching for their managed investments to fill the college debt hole!


 

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Attract & Revive

With proven college planning resources, your practice will revive existing clients, attract new clients and significantly increase appointment show ratios.

 

Delight Clients

You do not have to become a seasoned college planner to delight your clients with robust college planning resources. Your clients are sure to be delighted with our proven methodology and results. 

Build Trust

Build and create strong client relationships with these easy to implement college planning resources. Retain and increase client investments while providing affordable life-altering support for your valued clients.

Basic

$0/FREE*

  • 68+ Video Lessons
  • 20+ Downloadables
  • Access to LIVE Community
  • Free Webinars/Seminars
  • Ask the Expert Support

 

 

 

 

 

 

 

 

 *COVID Pricing valid until 12/31/20. Usually $12.47 per month. 

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Classic

$62/monthly*

  • 68+ Video Lessons
  • 20+ Downloadables
  • Access to LIVE Community
  • Free Webinars/Seminars
  • Ask the Expert Support
  • Trackable URL
  • Quarterly User Analytics
  • Monthly Custom Messaging
  • Up to 150 Clients

 

 

 

 

 

*COVID Pricing valid until 12/31/20. Usually $97 per month.  

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Trendsetter

$175/monthly*

  • 68+ Video Lessons
  • 20+ Downloadables
  • Access to LIVE Community
  • Free Webinars/Seminars
  • Ask the Expert Support
  • Trackable URL
  • Quarterly User Analytics
  • Monthly Custom Message
  • 4 Live Webinar Events per year
  • Marketing Calendar Review
  • Product Launch Meeting
  • Free Consult for each Client
  • Discounted Staff Training
  • Up to 500 Clients

*COVID Pricing valid until 12/31/20. Usually $198 per month.  

Get Started

For Customized College Planning Portals of 500+

For customized college planning portals larger than 500+ please contact the College Visionary Team for a FREE consult, college portal walk-through and a detailed discussion with our team about your many options. Review other Pivotal College Years Partners or contact us at: Team@PivotalCollegeYears.com. 

Schedule a Conversation with Tom Today


Is it really practical for you to become a College Planner too? The Pivotal College Years portal allows you to offer high-end proven college planning services without eroding your client base. Learn how to Revive old clients, attract new clients, and create trust with ease. An Affordable and practical solution for your valued clients. Schedule a conversation with Tom to discuss your bright future.