"No problem generation leads..."
With SET's help, I have absolutely no problem generating leads through the workshops, and these are prospects that are ready to do something, plus it's an enjoyable business; more than enjoyable. There's great satisfaction in the business. The college funding marketplace has absolutely no shortage of prospects. It's really fantastic. And these people, this is late stage college planning for them. Most of them are nervous. They're scared. They don't know what to do.
− Mike B., Overland Park, KS
"...Closing between 60% and 70%..."
The amazing thing is probably 9 out of 10 of them are qualified where they've got some need. And then typically if I'm running appointments myself, I'll be closing somewhere between 60% to 70% of them, so 7 out of 10. And then once I get those done, then I'll hand them off to the other guys (in house reps). We're getting a lot of folks coming in the door. We're getting a lot of them signed up. We're working the referral bases. So it's really growing a nice practice for us.
− Chris T., Little Canada, MN
"...College Funding is not going away."
That's how bulletproof this plan can be because of people and the thing that we're talking about, which is College Funding is not going away. People are hurting, and they're curious to look for help.
− Ryan F., Gahanna, OH
"I never realized how rewarding it would feel to see the flood of relief from parents that I work with..."
My relationship with SET has been a huge part of growing my business. I was introduced to the Set For Life™ solution, which has made a huge difference in my career and my business. I never realized how rewarding it would feel to see the flood of relief from the parents I work with when I show them that their biggest fear is attainable - being able to afford sending their children to college, by showing them their personalized Set For Life™ solution. Without SET this would not be possible.
− John T., New Jersey
"The work that SET has done has really opened the door to expanding my business and positively impacting my community."
The SET Mastery program helped quite a bit, just being exposed to the producers around the country and finding out what they're doing and how they're doing it has been invaluable. I was at a SET meeting and someone was talking about marketing to booster clubs and I decided to try it. It has been moderately successful so far but I can see it evolving over time. I can't say I'm a great idea guy, but I can take somebody else's idea and work well with it. SET and the Mastery program have given me the tools that I needed to help many families and I am proud of that.
− Paul B., New Jersey
"...separates me from my competition."
Most financial planners are not educated in any way, shape, or form on College Funding and on the formulas. The only thing they know is 529s, UTMAs and save money on taxes, but the reality is there are some major issues in the planning side when you're dealing with what to do there because yes, you might save money on taxes, but if you don't know the formula, you can really get clobbered on the financial aid side, so full integration is really important; and it separates me from my competition.
− Bill W., Delaware