Research & Insights

About Us

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The old "cookie cutter" seminars, expensive steak dinners, and product based approach is outdated.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 make a truly meaningful, tangible, positive impact on their clients' lives.

A Few Things We're Great At

Our members enjoy several key benefits including:


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 callse (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.

Learn more about College Funding Evolution and our other strategic partners

Past performance does not guarantee future results. Investments in ETFs, Mutual Funds, SMA's and Private Investments involve risk, including possible loss of some or all your principal. Assets allocation and diversification may not protect against market risk, loss of principal or volatility of returns. This email is for investment professionals only. Do not forward to retail investors. Registered Representative with UMB Distribution Services, LLC 235 W. Galena, Milwaukee, WI 53212