College Savings Planning 529 Plans Pricing Guides

• Value-Based Pricing for College Savings & 529 Plan Advisors

  Shift from AUM or hourly to value-based pricing for 529 plan services. Align your fees with client outcomes like tax savings and future college funding.

• Structuring Tiered Service Packages for 529 Plan Clients

  Offer good-better-best options with tiered pricing for your college savings services. Meet different client needs and budgets effectively.

• Subscription & Retainer Pricing for 529 Plan Advisors

  Explore subscription and retainer models for ongoing college savings advice. Predictable revenue and deeper client relationships.

• Best Proposal Software for College Savings & 529 Plan Advisors

  Streamline your proposal process with recommended software built for financial advisors and college savings planners.

• Seamless Onboarding for New 529 Plan Clients: A Checklist

  Create a smooth, professional onboarding process for your new college savings clients, setting clear expectations from day one.

• How to Create & Send Winning 529 Plan Service Proposals

  Learn to craft clear, value-driven proposals for your college savings clients that close deals and communicate your worth effectively.

• How to Price College Savings & 529 Plan Services Effectively

  Unlock profitable pricing strategies for your college savings and 529 plan business. Learn models like value-based, flat fee, and subscription.

• How Much Should You Charge for 529 Plan Advisory Services?

  Determine competitive and profitable fees for your 529 plan consulting. Factors influencing cost, value, and pricing ranges for advisors.

• Handling Price Objections in College Savings Planning Sales

  Build confidence and navigate fee discussions with college savings clients. Overcome price objections effectively to close more deals.

• Flat Fee vs. AUM Pricing for 529 Plan Services: Which is Best?

  Compare flat fee and Assets Under Management (AUM) pricing models for 529 plans. Pros, cons, and when to use each approach.