This week we have Brad Baldridge, the face and voice behind Taming the High Cost of College. Brad has his own financial planning firm and shares his story on how he started out. He also shares with us about niching down into college planning and some of the pitfalls financial advisors can find themselves in if they aren’t prepared for it.
Brad is a great example of how you can find a niche and really make it work for you.
“A lot of financial planners think of college planning as college saving… but if you’re a advisor and you don’t understand how financial aid works and college works… say ‘I don’t know if you’re going to qualify or not’… don’t tell people misinformation.”