College Funding Evolution

The turn-key marketing system for financial advisors looking to grow their practice

College Funding Evolution was founded as an easy-to-use urgency based marketing system designed to meet the needs of advisors looking to reinvigorate and jumpstart their careers in the financial services industry.

The old “cookie cutter” seminars, expensive steak dinners, and product based approach is outdated. We built College Funding Evolution to meet the needs of advisors looking to truly make a meaningful, tangible, positive impact in their clients’ lives.

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A few things we’re great at

Our members enjoy several key benefits including:

coaching

A Personal Success Coach will provide weekly coaching, mentoring, and accountability “check-in” calls to keep you on target, focused, and executing your plan.

my tuition score

Full access to My Tuition Score: the premier financial aid planning software (that is used on every single one of your Free Consultation appointments).

exclusive access

Access to attend Live College Funding Evolution Universities and receive membership to Peace of Mind College Consulting’s admissions and financial aid service center.

personalized training

Monthly Coaching & Advanced Sales Training Calls (2 per month) with world-class industry coaches & top-of-the-top producers to help you grow your practice. You’ll also receive access to a Personal Strategic Business Coach to help with case design/support as needed.

As Seen In…

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Client Testimonials

Don’t take our word for it – here’s what our clients say:

CFE is pretty much a turnkey marketing program that has the ability to create a sense of urgency for these prospects who are in need of my knowledge and my services more so than anything else I have seen out there for a turnkey marketing campaign.

David Yu

Wealth Advisor

CFE has been very refreshing for me. It is such a repeatable and proven approach to reaching people at their level and helping them understand what their challenge truly is, so that we can face this challenge together.

Joe Maggiore

Financial Representative

CFE helped us identify a market that we didn’t even know existed: a younger market of parents between 40-50 years old.

Kenny Baker