Welcome
"I think the biggest challenge in this industry, and the reason why maybe 90% of people fail out of the business, is that they don't have enough quality people to talk to on a regular and consistent basis." - Brock T. Jolly, Founder
The College Funding Coach® is a complete game plan for building a top-producing financial advising practice. We have a proven track record of helping advisors develop leads on a regular and consistent basis.
- Proven Lead Generation Process
- Fully Automated Hubspot Prospect Distribution System
- A robust Learning Management System puts all of our content at your fingertips
- An interactive Guide to Success leads you and your team through our processes
- A self-paced video series to learn the ins-and-outs of our presentation: Little-Known Secrets of Paying for College
- An exclusive Advisor Portal to our community with message boards, cultivated news, marketing tools, practice management tools and support resources
Guides and Systems for Success
Strategic Repeatable Process
Lead Distribution System
Guides and Systems for Success
An eBook that gets you started with a process that is repeatable and
sets you up for success.
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Workshops
Knowledge Base-Expert
Parent Strategy
Best Practice Follow Up
How to Repeat
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Brock Jolly, Founder of The College Funding Coach®
Parents are clamoring for college funding resources they can trust.
A recent industry study concluded that college funding is the “#1 financial fear” of most American families.
There is enormous opportunity for financial advisors who can help families make the college dream a reality AND help them retire one day.
Yet, very few financial advisors focus on college funding. Why? Because licenses and certifications breeze over—or simply do not cover—strategies to pay for college.
Because college is so expensive, it is more important than ever for families to consider college funding strategies as part of a comprehensive financial plan.
Since 2002, The College Funding Coach® program has helped thousands of families make smarter and more informed financial decisions.
And, as a result of our program, many financial advisors have been able to build elite financial planning practices as sought after experts in their community.
James Hicks
“The College Funding Coach is like a family—we care about each other, we want to see each other succeed, we're there to help one another grow and develop, and we do a lot of things outside of our professional lives. We're always having fun and you know we've seen each other getting married, having children and, you know a family within the family and, you know over my last five years, I have to say the College Funding Coach is about the closest thing to my natural bloodborne family that exists.”
Demetrius Doss
“Prior to this, I was a football player. So like you walk into the stadium and there's screaming fans. I went to the Marshall University. I got five championship rings. I played one year of professional football. I know what it's like to go in that stadium and hear 60-70 thousand people. I get that same butterfly feeling when I'm doing a workshop and there's a line of 30-40 people— that's like “Man, I gotta talk to you.” That is amazing. That's why this is for me this is the greatest job ever. It's the thing that is correlated or comparable to me running out on the football field and knowing that I have to perform and I have to also be a good member of a team and that's what we are here at the College Funding Coach. We're a good team and we're a good family.”
Theresa White
“It's been really positive in the way that can impact people. There was a family that I helped that unfortunately, shortly after I met them they had gone through a painful separation and divorce and my ability to kind of walk them through that financially as well as emotionally actually helped them in the long run because I was able to cut the bill in half for their daughter of what they originally would have paid had they still been married. So it kind of turned a negative into a positive.”
Brad Wood
“It feels great. I've had parents in my office who are literally just about in tears when we first meet and by the end of the time that we're working together, by the end of the meetings, you know they're literally hugging us. They're seeing there's a light at the end of the tunnel, that it's not as bad as they thought it was, simply by just giving that guidance to people one-on-one.”
Frank Butler
“The College Funding Coach has taken our business to an entirely different level than we
would have been otherwise. We both like to say that we're not the best prospectors in the world. The College Funding Coach gave us automatic prospects—many more than we can keep up with sometimes—so it's definitely been the catalyst for us moving forward in our practice and to continue on.”
Jim Wehr
“I've become known as The College Funding Coach in our area and it has really set me apart from all those other folks that do similar things. I've gained some expertise in this, I'm known as that. I've even had other advisors come up to me and say “Hey, you're the fella that gives those seminars” and I go “Yes, I am.” So it's given me some recognition in the local community that I didn't have otherwise.”
Our flagship Little-Known Secrets of Paying for College webinar is our most popular and is packed with information. This is a live overview of the whole funding process. If you see a listing with just the name of a school or organization, it is a LKS webinar and is open to the public unless stated otherwise. We host hundreds of workshops a year, check out a list of upcoming workshop on our website.
(703) 828-9091 • tstewart@thecollegefundingcoach.org • TheCollegeFundingCoach.org
Contact us today to learn more about how The College Funding Coach can help you take your practice to the next level.
Unlock the Potential of Your Practice With Our Advisor Membership Program!
Discover how our innovative membership program helps you generate high-quality leads while equipping you to provide essential financial education to parents. By participating, you can enhance your expertise and expand your client base, all while making a meaningful impact on families' futures. Join us in transforming the landscape of college funding!
Our elite membership program is designed for top-tier professionals who demand exceptional value and results. We offer three membership levels, each providing unparalleled access to high-impact resources, strategic marketing tools, and expert training to accelerate your success.
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Essential Membership – Ideal for those seeking a strong foundation with comprehensive support.
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Elite Membership – A premier experience with expanded offerings and exclusive benefits.
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Enterprise Membership – Custom solutions for teams, with volume-based discounts:
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3-5 Advisors: 10% discount
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6-10 Advisors: 15% discount
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11+ Advisors: 20% discount
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Each membership includes a guaranteed number of high-impact workshops, ensuring you have consistent opportunities to refine your strategies, engage prospects, and drive results.
Our membership is not just a service—it’s an investment in excellence. Our premium pricing reflects the extensive resources, expertise, and high-level opportunities available to our members.
We require a one-year commitment for all memberships. Our program is designed to help advisors build long-term success, and we provide full support, training, and marketing strategies to maximize your results.
Guaranteed Workshops & Unmatched Support
The College Funding Coach® offers several membership levels designed to support advisors at different stages of growth.
Explorer Membership provides a 150-day introduction to the program and includes four guaranteed workshops during the 150-day period, along with access to our training, technology, proven systems, Membership Portal, and advisor network.
Essential Membership is designed for advisors ready to build a consistent workshop strategy. Essential members can conduct up to 15 CFC Advisor Scheduled Workshops per calendar year, with unrestricted school workshop territory within their home state and nationwide opportunities for business and organization workshops.
Elite Membership provides an expanded level of workshop support and includes six guaranteed workshops per calendar year, with the ability to conduct up to 40 CFC Advisor Scheduled Workshops annually.
Across our membership levels, advisors gain access to the systems, technology, training, marketing resources, and support infrastructure designed to help them build a repeatable process for connecting with families and growing their practices.
Our goal is not simply to provide workshops. It is to give advisors a proven system and the ongoing support needed to turn those opportunities into meaningful relationships and long-term practice growth.
Once you book a workshop with a school or business, you will have exclusivity for two years with that organization as long as you remain a member. Other advisors will not be able to target that school or business for our workshops.
Comprehensive Business Growth System
Your membership provides a complete, results-driven business system designed to elevate your practice. With exclusive access to premium resources, expert training, and cutting-edge tools, you'll have everything you need to succeed at the highest level.
- Exclusive Advisor Portal – A hub of marketing assets, scripts, tools, and resources.
- Self-Paced Video Training – Master our proven strategies at your own pace.
- Marketing & Lead Generation Support – Flyers, templates, and ad strategies to drive engagement.
- National Coaching Calls (Bi-Weekly) – Insights and mentorship from top advisors.
- Access to Education-Funding-Specific Financial Planning & Client Management Tools – Streamline your workflow and enhance client service.
- Drip Marketing Executed on Your Behalf – Automated campaigns to nurture leads and drive conversions.
- CRM Access & Social Media Leverage – Use powerful tools to track client interactions, automate follow-ups, and optimize marketing funnels.
This is just a snapshot of the multitude of offerings available through our elite membership. Top advisors who leverage this program gain a strategic edge, positioning themselves as industry leaders while maximizing growth and profitability.
You're not just joining a program—you’re investing in a proven system for long-term success.
The most successful advisors typically:
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Have 4+ years of financial advising experience
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Are comfortable presenting to groups
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Hold a Series 7, 65/66, Life & Health License
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Want a structured lead generation system
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Are coachable and ready to take action
Schedule a call with our Director of Membership Development, Tiffany Stewart. You can book a time Book Here
or contact us at membership@thecollegefundingcoach.org
(703) 828-9091 • tstewart@thecollegefundingcoach.org • TheCollegeFundingCoach.org