MASTERCLASS
Grow Your Financial Practice by Solving Families’ Biggest Challenge!
By joining this masterclass, you’ll gain a proven strategy to attract high-value clients who are motivated by real deadlines and eager to implement your advice. You'll learn how to specialize in the lucrative niche of college funding, setting yourself apart in a crowded market while exponentially growing your practice.
See Clearly, Help Others, Live Powerfully
AND ACHIEVE EXTRAORDINARY RESULTS
Let’s be real—growing a private practice can feel like you’re spinning your wheels. You’re chasing leads that go nowhere, trying to stand out in a market flooded with advisors offering the same advice, and struggling to keep clients coming back. Meanwhile, boosting revenue feels like a pipe dream, leaving you stuck in a frustrating cycle of inconsistency.
This masterclass changes all of that. You'll find out how to break free by tapping into a highly profitable niche that naturally draws in motivated, ready-to-act clients. You’ll walk away with a proven strategy for generating leads, building strong client relationships, and creating a steady, reliable revenue stream. Imagine the freedom to focus on what really matters, serve your clients powerfully, and take your practice to the next level—it all starts here.
The Tools, Support, and Resources—
The College Funding Masterclass is a proven program that has empowered hundreds of financial advisors to transform their practices!
With over two decades of experience packed into this course, you’ll gain the tools, strategies, and support needed to attract high-value clients, build lasting relationships, and grow your revenue.
This masterclass delivers transformational results for your practice—helping you stand out in a crowded market, create a consistent pipeline of motivated clients, and developing a top-performing residual income practice.
MODULE
1
Higher Education Financial Planning
Get an in-depth understanding of the college funding process, why it's a critical need, and how you can specialize in this niche
MODULE
2
Relationship Mastery: Turning Clients into Advocates
Learn proven strategies to connect with college bound families and build trust, creating long-term relationships
MODULE
3
Standing Out in a Saturated Financial Services Market
Positioning yourself as a specialist in college funding and differentiate yourself from your competition
MODULE
4
Personalized College Services & Comprehensive Financial Planning
Navigate the finer details of college planning, including asset strategies and financial aid intricacies
MODULE
5
Client Retention
Create predictable, recurring revenue streams that stabilize and grow your practice.
MODULE
6
Proprietary Life Insurance
Introduction to a unique and exclusive life insurance product that has been designed specifically to support college planning.
MODULE
7
Corporate, Community and School Partnerships
Learn how to build valuable partnerships with local schools to expand your reach and credibility.
MODULE
8
High-Demand College Services
Explore the high-demand services you can offer to enhance the value you provide to families while building an additional profit center for your practice.
MODULE
9
College Funding Membership Organization
Introduction to an established Advisor-only membership organization with a 20+ year track record with a growing community of thousands of potential families for continued support and networking in the college funding niche.
The Impact
The College Funding Masterclass is a game-changer for financial advisors looking to elevate their practice. Beyond just financial growth, this masterclass empowers you with the confidence, tools, and knowledge to truly stand out in a crowded market. You’ll gain clarity in your practice, create impactful solutions for families, and position yourself as a sought-after expert—ultimately giving you the financial freedom to live powerfully and achieve extraordinary results.
IMPROVED CLIENT RETENTION
Financial advisors who specialize in college funding see higher client retention rates, with families returning year after year as their children move through different stages of their education. By offering specialized expertise and knowledge, you’ll build stronger, more trusted relationships, leading to long-term, loyal advocates!.
INCREASED PROFITABILITY
Advisors who focus on college funding can significantly boost their profitability, as this niche tends to attract high-value clients who are motivated and ready to implement the strategies you determine best for them. By addressing this critical need you’ll open the door to more opportunities, including estate and retirement planning, insurance and investment and asset management.
BETTER LEAD GENERATION
Specializing in college funding makes you stand out from the competition, attracting families actively searching for solutions. This niche allows you to tap into a highly motivated client base that needs your help now—creating a steady stream of leads that are far more likely to convert into long-term clients.
HIGHER CLIENT SATISFACTION
By providing families with actionable, expert guidance on college funding, you’ll see higher levels of client satisfaction and referrals. When families are confident that you’re helping them navigate the complex financial landscape of college funding, they’re more likely to recommend you to others and stay with you for years to come.
Who is the Program For?
DESIGNED FOR FINANCIAL ADVISORS AND INSURANCE PROFESSIONALS. INCLUSIVE FOR ALL.
This program is for financial advisors who are ready to stand out in a crowded market and take their practice to the next level. If you’re tired of chasing unqualified leads, struggling to retain clients, or feeling stuck in a cycle of inconsistent revenue, this masterclass is designed for you. It’s perfect for advisors looking to specialize in a proven, high-demand niche, attract motivated clients with real deadlines, and build a consistent pipeline of recurring high-value business. Whether you’re just starting out or an experienced advisor seeking growth, this program equips you with the tools and strategies to transform your practice and achieve sustainable success.
100% Commitment
Guaranteed
We understand that your time and investment are valuable, which is why the College Funding Master Class comes with this Guarantee:
By the end of this course, you will:
You will have learned a Proven, Step-by-Step System to assist college bound families how to navigate the complexities of college funding while preserving their financial future.(The same system I personally have used this system to assist over 1,400 families and grow a multiple 7-figure financial practice.
Create a Clear, Actionable Plan to immediately launch or enhance your existing financial planning services. This includes strategies for attracting high-value clients and generating recurring revenue, allowing you to stand out in a competitive market.
Introduction to the Tools and Resources needed to implement advanced financial strategies that go beyond the basics—no more relying solely on 529 plans. You will see first hand the cutting-edge tools that generate customizable reports, college financial calculators, and high-demand college planning services.
Experience Immediate Growth Opportunities by integrating these tools and strategies into your existing practice without sacrificing your current workload, ensuring that you maintain and elevate your business at the same time.
Our Pledge
If you commit to implementing the methods, tools, and strategies taught in the Master Class, you will have the foundation to grow your practice exponentially. Our program is designed to give you results, not just education, and we’re confident that this course will transform the way you approach your business."
Meet Murray Miller
Founder and CEO of College Planning Strategies, LLC
Imagine running a practice where clients seek you out—no cold calls, no endless networking—just steady growth and families grateful for your guidance. After founding and growing College Planning Strategies, LLC, into a nationally ranked, multi-million-dollar practice and eventually selling it for top dollar, I thought my journey was complete. But the calls kept coming—advisors eager to learn how to attract clients without the constant grind and to plan for a profitable exit when the time was right. That’s when I realized my experience could help others achieve what I had: a thriving business that makes a lasting impact on families and their financial futures.
Inspired by these conversations, I created this step-by-step College Funding Masterclass to share two decades of proven strategies without the pains and expense of trial and error. My goal is to help you build a practice with consistent, high-recurring income, deeply rooted client relationships, that sets you up to develop a top-performing practice with a clear path to exit when you deem appropriate. And this isn’t just about business success—it’s also about helping families secure college dreams while protecting their retirement goals, creating a win-win system that benefits everyone for years to come.
What Clients Are Saying
Peace of Mind! That is what our family received after we became partners with CPS. A partnership is the best way to describe our experience to date. CPS has taken care of all the things we were so nervous and anxious about. We have benefited financially using the strategies they taught us about and feel very confident we will survive the financial burden of paying our son’s college education. The staff has been very professional and courteous. We know they will be there for us and help us to avoid the mistakes so many others in our position have made. Thank you for so many nights of peaceful sleep!"
Joseph R.
I had absolutely no idea what I was doing in the whole process of filling out forms and applications. Since this was my first child going to college I was totally overwhelmed. CPS not only calmed me down, they made the process make sense to me. Whenever I had a question, they promptly answered it. The biggest help they were to me was in the Financial Aid department. I was extremely confused with that whole process, but they helped me through it. We met all our deadlines with their guidance. College Planning Strategies was a great move for my family."
Linda D.
Thank you again for all of your assistance in the financial aid application and the appeals process. We are very pleased that they gave my daughter an additional $3900 this year in the form of a grant—FREE MONEY!! Without your help we wouldn’t have had the know-how, and probably not the courage to do it. Yesterday evening we went ahead and sent in our deposit. Next we will probably need your assistance in navigating our way through the loan process. I am beginning to see the finish line.
Monique M.
As both a high school guidance counselor and a parent, I have found the process for funding education to be daunting. Looking for the best funding sources, ways to lower tuition, completing the multiple financial aid forms, and all the other associated paperwork details are all overwhelming. (…) The team at College Planning Strategies made the process as painless as possible while working to minimize our out-of-pocket expenses. I highly recommend College Planning Strategies.
Ann M.
Ready to transform your practice? Enroll in the College Funding Master Class now and gain access to all these modules, tools, and more.
Remember, these are the same resources and strategies I used to help over 1,400 families successfully plan and pay for college without sacrificing their retirement. The result? A thriving top-performing practice that I eventually sold for top-dollar!