In the world of coronavirus, financial advisors are being pushed to create digital processes for everything in their business. From giving advice to marketing and sales, the modern advisor needs to evolve to keep pace with client expectations.The good news is that making the transition from in-person financial services and advice to a more digital model doesn’t have to be challenging.

In this free webinar, the College Aid Pro™ team discusses strategies to create a scalable financial planning practice with a hybrid of self-service tools and high-touch personal service. You’ll walk away with the actionable steps and tools you need to create dynamic engagement, grow your practice, and scale with ease!

(Webinar recorded September 15, 2020)


Chief Education Officer/Professor

Joe Messinger

Joe Messinger, CFP®, ChFC®, CLU®, is partner and director of college planning at Capstone Wealth Partners, founder of Capstone College Partners, and co-founder of College Aid Pro ™. Joe is passionate about Captone’s College Pre-Approval™ process. Through his speaking and educational workshops, he guides fellow advisors through a process that allows families to reach better financial outcomes, and eliminate the stress & anxiety they have around paying for college. This process addresses an acute need of Gen-X families trying to make a $100,000 to $250,000 investment in college for each student. Financial advisors are blown away when they understand the message, and learn how the College Pre-Approval™ system can work for their practice! As a financial advisor himself, Joe is dedicated to spreading the message of College Pre-Approval™ through speaking engagements, webinars, and presentations.