Submit Bio for Website

Full Name*

Designations:

e.g. CFP, CCFS, CFBS

Preferred First Name*

First

Firm Name and Broker-Dealer Name*

First

Email*

@thecollegefundingcoach.org

Phone Number you want on website*

Address you want on website

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Why The College Funding Coach? How do your work and personal experience translate into your larger goals/helping people?*

Write in first person. Why are you interested and effective in the college funding field?

Brief history of career:*

How did you get here? How and why did you join the industry? What do you have that sets you apart? Please write in third person.

Area of Focus for Delivering LKS Workshops (geographic area, types of schools/groups/organizations)*

Professional Accomplishments:*

Can also be personal or non-work related accomplishments that you are proud of

Educational Information (degree/school):*

Community Involvement:*

Eagle Scout? Charitable Organizations? Coaching? Community Leadership? Write in third person

Any personal info you'd like to include to make a connection (hometown, family members, etc.)*

Write in third person

Spends free time doing:*

What do you like to do in your spare time? Do you have any interesting skills or hobbies? Make a connection. Write in third person.

Insert Company Approved Disclosure*

Licensing Info or Other Required Language*

L/H State Licenses: Securities State Licenses Anything else required by your home office

FINRA Broker Check Link*

UPLOAD A HIGH RESOLUTION HEADSHOT*

Max. file size: 128 MB.

IMPORTANT

Your bio will likely need to be approved by your broker-dealer. If you are required to add any specific approval numbers, links, or disclosure language, make sure to provide that to us before we post it. Pat will edit & send back to you so you can submit for approval. For advisors with MMLIS, you will need to obtain a CRN from your Agency. Keep that in mind as you fill out your answers. Once Pat edits & sends back, go get that CRN.

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