Free live session · for financial professionals
Most Financial Professionals Are Losing Business Over The College Planning Conversation With Parents They Never Learned To Have.
You don't have to.
One live session on how to navigate college/career planning conversations with confidence, the one that deepens relationships with the clients you have and opens new opportunities
What's included, freeEverything On The Session
- ✓Certification, how it works and what it takes
- ✓Commission overview, how you earn through referral
- ✓The Direction Gap framework, the language that explains why families hesitate, and how you help them move past it
- ✓Core message, insights and an overview of the training material
- ✓The mission, and your part in it
- ✓Live Q&A, your specific questions answered on the session
Why this matters now5 Reasons You're The Right Person For This
70% of parents dip into retirement to pay for college. That's backwards. There's free money for scholarships. There's none for retirement.
AI is already making majors outdated by the time students graduate, and parents feel that uncertainty. That's where you come in. You already have the relationship. You just need the right things to say.
Three out of four students switch majors at least once. That's not indecision. That's the Direction Gap.
College debt has climbed to $1.77 trillion, carried by 45.3 million Americans. A symptom of poor planning, at scale.
Education Encompassed is already accredited across the entire WFG network. This isn't an outside program. It's already built into the system you're part of.
You'll learn at the webinar how certification can change everything. Families don't have to wait for someone else, or go find someone else. You already have the relationship. Now you have the answer too. Access stops being a referral and a delay. It becomes immediate.
These aren't abstract statistics. They're real concerns your clients are already carrying, whether they say it out loud or not. If you've been skipping this conversation, you haven't been offering a holistic service. You've been leaving out one of the biggest financial decisions a family will ever make.
This Session Is For Financial Professionals Who:
- ✓Already manage money for families with a teenager in the house
- ✓Have hesitated on the college question because they didn't know what to say
- ✓Want a real reason for a family to trust them, beyond the numbers
- ✓Are open to a credentialed path, if it's worth their time
- ✓Are proactive about deepening client relationships, not just maintaining them
- ✓Are consultants already inside WFG and WSB, or anyone curious what a credentialed college planning conversation could add to their practice
- ✓Want to make new connections and build their book of business
- ✓Are interested in this niche as a way to build their advising practice
If you're ready to stop dodging the question and start owning the conversation, this session is for you.
Yes, I'll Be There!Every Sunday at 7:00 PM EasternThis Isn't For Everyone
This isn't for people looking for a script to fake expertise.
It's not for advisors who want a client list handed to them overnight.
It's not for anyone unwilling to actually have the conversation, certification alone doesn't do that for you.
And it's not for anyone who'd rather keep guessing than learn a structure that works.
- ✓The framework is structured
- ✓The certification is real, not a formality
- ✓And it requires you to actually use it
But for financial professionals willing to own this conversation, the path is already built.
Yes, I'll Be There!Every Sunday at 7:00 PM Eastern
Proof this worksOne Conversation, Several New Relationships
One of our consultants started a relationship with a family through college planning, using Education Encompassed. From there, she brought in other trusted professionals for that same family, financial aid strategy, a broader financial plan. She served that client holistically, as a financial professional.
That same conversation led to referrals to other parents the family knew, relationships she wouldn't have built any other way. And it didn't stop with the parents. Their daughter later joined one of our other programs too.
One conversation. Several new relationships, all starting from a conversation she was proud to have had.
The Direction Gap
Hi, I'm Dr. Zed.
I sat in a room full of brilliant, successful people who all admitted they wouldn't choose their path again if they knew what they know now.
Here's what I learned. I call it the Direction Gap: the space between the moment a young person is handed the biggest, most expensive decision of their life, and the total absence of any real process for making it.
It's not a lack of intelligence. It's not a lack of effort. It's the simple fact that almost nobody sits down with a 17-year-old and asks what they're actually built for, before asking where they want to apply.
The real costStaying Quiet vs. Showing Up
If you skip this session
- You dodge the college question again, and the relationship stays exactly where it started
- Referrals keep depending on luck instead of a real second reason to be trusted
- Another advisor, counselor, or friend answers the question first
- You find out later, quietly, that you stopped mattering to that relationship
If you register
- You walk into your next conversation knowing exactly what to say
- You have a credentialed path already built into the WFG system
- You know exactly what certification costs and what it pays, before you commit to anything
- You serve clients holistically instead of handing college off to someone else
Here's how it worksThree Steps, One Session
Register free
Save your spot below. Takes less than a minute, no cost, no commitment.
Show up live, every Sunday at 7:00 PM Eastern
One session, under 30 minutes, with live Q&A. Not recorded, not replayed. If you're on it, you get all of it.
Walk Away With A Conversation You Can Use Tomorrow
The 3-pillar message, the Direction Gap framework, how certification works, and exactly what it pays.
QuestionsFrequently Asked
Is there a replay?
No. This session is live only, not recorded, and not replayed. If you're on it, you get all of it. If you're not, you'll have to wait for the next session.
Is this only for WFG and WSB consultants?
This session is built specifically for financial professionals inside the WFG and WSB network, but it's open to anyone interested in becoming a consultant.
What does it cost to attend?
Nothing. The webinar is free. Certification pricing and commission details are covered live, during the session.
Ready To Stop Guessing?
Open to financial professionals. Live only, every Sunday at 7:00 PM Eastern.
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