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An eBook that gets you started with a process that is repeatable and
sets you up for success.

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"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

What if you had a repeatable formula that allowed you to get in front of hundreds of potential clients on a monthly basis who have a sense of urgency for your products, services and advice?

advisor lead funnel

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

See What Our Members Have to Say Check the Video to the Right and Hear it First Hand!

College Funding Secrets 🎓 A Facebook Group For Entrepreneurial Advisors

This group is built specifically for Financial Advisors and Entrepreneurs: looking to build, launch, and scale their own practice.
If that's *not* you, we love ya, but you aren't allowed in.
If that *is* you, this might be one of the most valuable groups you're ever joined.
Inside, we'll be sharing with you how to teach parents to save for college and still retire one day.
On top of that, you'll also have the opportunity to network with other successful financial advisors.
To get the most out of this group, don't be shy, contribute to the conversation and ASK QUESTIONS.
We are on a mission to educate advisors and parents about these strategies. If you're not ready to join our team but want to learn more, please join our free private Facebook group.
Little Known

Watch Our Flagship Workshop

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.

Build Your Future With Our Team

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Contact us today to learn more about how The College Funding Coach can help you take your practice to the next level with our network of advisors, exclusive territories, marketing content and tools, and nearly two decades of experience.

800.969.2362 •