The Advisor Accelerator™

Expert BlueprInt

Elevate Your Financial Practice

Want clients coming to you—no cold calls, just steady growth and grateful families? Download our FREE Expert Blueprint below.

The #1 Solution in The Advisory Game

Seamless Client Acquisition

Attract and acquire clients, no cold calls and no paid ads needed.

Streamlined Client Retention

Build loyalty with ongoing, supportive guidance.

Reliable Residual Income

Generate steady recurring income with with turnkey college services.

Standout Expertise

Become the go-to advisor for college funding solutions.

Enhanced Practice Value

Increase your firm’s worth by adding a specialized recurring services.

Highly Profitable Exit Strategy

Position your business for a lucrative exit on your terms and timeline .

MEET THE FOUNDER & CEO

Hey, I'm Murray!

I founded my College Planning practice in 2000 and grew it into a nationally ranked, multi-million dollar practice before selling it and taking time to travel. When advisors continued reaching out for help attracting clients, I realized how valuable my experience could be—so I created an Expert Blueprint on how to help improve your financial practice and create a highly profitable recurring revenue business.

Built and sold a multi-million-dollar college planning practice

Trained hundreds of advisors in the specialized college funding niche

Committed to helping you attract high-value clients and stand out in a crowded market

What My Clients Are Saying

Jane B.

The prospect of trying to learn, let alone master, the bureaucracy of college funding was daunting. My life was already full of “have to’s” and I didn’t feel I could take on any more stress. (…) I did research other college planners and found them to be more expensive, offering fewer services. Murray and College Planning Strategies, LLC has indeed succeeded in demystifying the tangle of financial options and has offered solutions to financial problems in other areas of our life as well. (…) I found a safety net, someone at my back through the enormity of a process I had little understanding of, and even less interest in. (…) He and his team are reliable, attentive, accessible, and personable.

Phil and Barbara E.

We attended a workshop at a local high school and decided to take advantage of a private meeting with our advisor. From the time we engaged, CPS has been very responsive to our college planning needs. Their student support services have helped my son focus on which colleges would suit his needs, and their guidance regarding scholarships, grants and the whole funding and financial aid process has been a life saver for us. We can comfortably recommend this service to other parents of college bound students. So far we have received two offers from colleges with over $18,000 in scholarships and grants. Hats off to the staff at College Planning Strategies, LLC!

Laura K.

My parents paid $1500 for a well-respected "name brand" test preparation course that met at my high school. After all that money and the time spent in the classroom and at home practicing, my SAT score only increased by 50 points. Within the first 30 minutes I spent on CPS's online test-prep, I knew this program was superior to the in-person course available at my high school. It’s personalized yet self-directed, and most importantly, it was fun. The video answers and tutorials explain how to take on each problem in a way that makes sense and allows me to see where I went wrong. The wordsmith challenge is my favorite. I think CPS's on-line SAT course could help anyone reach their goal score.

TESTIMONIALS

What Industry Top-Producers are saying...

"A True Expert"

Murray is the go to expert for all things college funding. I have noticed that everyone who is anyone in the college advice industry has worked with Murray at one time or another.

Mike McIntire

MGA

"It 's Relevant and Compelling"

Kids and college will help any financial professional take financial planning needs such as retirement, insurance, investments and estate planning and create an immediate-need conversation.

John Bellinger

Financial Professional

"Truly Grateful I was open to learn the Power of this Specialty"

The college funding niche’ has been the catalyst to the growth of my practice.

Chris Sanderson

Financial Advisor

Growth Strategies for Financial Advisors

What's the Main Focus of Your Practice Right Now?

If you’re like many Advisors, you’re competing in the same pond for the same clients. Adding this specialty can differentiate your practice by addressing a pressing need for families, while also building long-term, loyal client relationships and generating recurring revenue.

Retirement Planning

Help families achieve their financial goals without jeopardizing their future nest egg. This ensures they can secure their retirement while building lasting financial well-being and long-term success.

Investment Management

Tailor investment strategies that help clients meet their financial needs without sacrificing other important goals. This strengthens your role as their go-to advisor for comprehensive financial solutions.

Tax and Estate Planning

Integrate strategies into your tax and estate planning to minimize tax liabilities, ensure efficient wealth management, and provide a holistic solution that supports your clients’ long-term financial goals.

Ready to get started?

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