Done-For-You Services & Recurring Revenue

You Make One Introduction.
We Do All the Work.
You Keep Getting Paid.

Most advisors recover the full cost of the program from their first one or two referrals. It's the part most advisors overlook, and the part that quietly generates the most ongoing revenue. Once you're in, you get access to a fully staffed college funding service center that handles the entire financial aid process for your clients. Your job is a single warm handoff. Their job is everything else.

Three Steps. Zero Extra Work.

01

You Identify a Family

Any client or prospect with a college-bound student is a candidate. You're already having these conversations.

02

You Make the Handoff

A single warm introduction to the service center. No forms, no filings, no case management on your end.

03

You Earn a Commission

For every package your client enrolls in, you earn a commission. Recurring, automatic, hands-off.

What You Earn Per Referral

Real numbers, paid to you on every package your client enrolls in.

Service Package Client Price Your Commission
Financial Aid Filing & Awards Analysis $1,250 $272
College Search & Student Positioning $1,850 $500
Comprehensive Full Services $2,850 $915
Financial Aid Forms Renewal (annual) $600 $130

The renewal is the quiet engine: families come back year after year while their student is in school, so a single introduction can pay you for four years or more.

This Is What Recurring Revenue Actually Looks Like

Every family you refer becomes a commission-generating asset. The service center handles every part of the process: FAFSA, CSS Profile, appeals, award analysis, loan guidance. Your clients get a white-glove concierge experience. You get paid for the introduction, and again each year they renew. Scale that across your book of business and it becomes a meaningful, growing income stream that runs without your time.

What Your Clients Receive, Fully Managed

A white-glove experience that reflects on you. Here's the short version of what the service center delivers.

  • Personalized onboarding with a welcome call, a custom college funding plan, and a clear timeline
  • A client dashboard tracking award statuses, deadlines, college lists, and next steps
  • Full financial aid filing: FAFSA, CSS Profile, and every college-specific form, completed
  • Two-view award analysis showing each offer from the college's side and the family's real out-of-pocket cost
  • Appeal support with letter coaching and preparation when an appeal is justified
  • Loan guidance, monthly live teleconferences, and a dedicated toll-free consultant who knows the family by name

Members get the complete service breakdown, package details, and client-facing materials inside the program.

You Earn the Commission and Keep the Credit

This turns a one-time college planning conversation into a high-value, ongoing service your clients stay with, refer, and talk about. You become the trusted advisor who brought them the solution. The service center does the work. You earn the commission and keep the credit.