A Simple System to Win and
Keep Quality Clients
Passive leads. Recurring income. Zero burnout.
(Without Reinventing Your Practice)
Plug-and-play system to reach hundreds of potential clients without reinventing your practice.
All-in-one system with training, tools, and support to start strong and build ongoing engagement.
Direct mentorship and help to close your first three cases. *Conditions apply; see FAQs.
A Few of Our Proud Partners
Winning new clients consistantly is hard. Chasing cold leads drains your energy, and keeping families engaged feels overwhelming.
In the end, your efforts often lead to inconsistent growth, unstable revenue, and clients who move on when the next advisor makes a pitch.
Advisor Accelerator™
Turn College Planning Into Clients on Repeat
9 on-demand modules with proven client acquisition strategies
Done-For-You services, tools, and client reports
Scripts, templates, and email flows ready to go
Mentorship to help you close your first 3 cases*
Access to a strategic insurance funding program (must qualify for licensing)
Bonus white-labeled eBook + client calendar
WHAT CLIENTS SAY ABOUT THE ADVISORS WHO OFFER COLLEGE FUNDING SERVICES:
“Murray and his team worked with our family to make sure we had competing schools on our son's college list. Then when the acceptance letters began to arrive they walked us through the appeals process. Frankly we didn't even know it was an option.
They were able to leverage competing colleges' awards to get an increase from what we thought was a final offer for his top-choice school. With their help we ended up with a fantastic offer at our son's top choice college! It not only saved us time and money, it gave us peace of mind. We go out of our way to recommend Murray and his firm to anyone getting ready to send their kids off to college."
- Laura and Michael K.
What You Get inside the Advisor Accelerator™ Program
The Complete Digital Course
9 on-demand modules covering college planning, packaging, pricing, lead generation, and client retention. Includes year-long access and updates.
College Funding Platform & Advisor Portal:
College calculators, reports, and cost projections you can use immediately to generate profit with minimal extra work.
Growth Strategy & Coaching:
Live group coaching and direct mentorship as you work through your first three cases. Includes scripts, templates, and client flows ready to use.
Exclusive Insurance Access:
A proprietary college funding life insurance solution available only to Inner Circle advisors (licensing requirements apply).
White-Labeled eBook
A professionally written book "Winning the College Funding Game" branded for you with you as the author! Positions you instantly as the expert.
College Planning Calendar
A branded college planning calendar with deadlines and reminders for families. Use it as a value-add or lead magnet.
MEET YOUR MENTOR
Murray J. Miller
Advisor Mentor • College Funding Strategist • Wealth Educator
Hey, I’m Murray. I built and sold a multi-million-dollar college planning firm, and now I train advisors and insurance professionals how to do the same. Through Advisor Accelerator™, I share the scalable system that attracts high-value clients and creates lasting revenue. I also train nationally with The College Funding Coach® and host The Family Business Podcast.
Highlights:
Built and sold a multi-million-dollar college planning firm
Trained hundreds of financial advisors in the college funding niche
National business development leader for The College Funding Coach®
Published author and frequent speaker on college funding and client acquisition
Want the full story?
Your New Secret Weapon for Consistent Client Leads
Get the tools and strategies top advisors use to attract clients, retain them for life, and grow recurring revenue, without the trial and error.
Introducing Our Exclusive Program
The Advisor Accelerator™ is a proven, game-changing program that equips financial advisors with specialized strategies to attract high-value clients, build lasting relationships, and significantly grow their revenue.
MODULE
1
Higher Education Financial Planning
Get an in-depth understanding of the college funding process, why it's a critical need, and how you can specialize in this niche
MODULE
2
Relationship Mastery: Turning Clients into Advocates
Learn proven strategies to connect with college bound families and build trust, creating long-term relationships
MODULE
3
Standing Out in a Saturated Financial Services Market
Positioning yourself as a specialist in college funding and differentiate yourself from your competition
MODULE
4
Personalized College Services & Comprehensive Financial Planning
Navigate the finer details of college planning, including asset strategies and financial aid intricacies
MODULE
5
Client Retention
Create predictable, recurring revenue streams that stabilize and grow your practice.
MODULE
6
Proprietary Life Insurance
Introduction to a unique and exclusive life insurance product that has been designed specifically to support college planning.
MODULE
7
Corporate, Community and School Partnerships
Learn how to build valuable partnerships with local schools to expand your reach and credibility.
MODULE
8
High-Demand College Services
Explore the high-demand services you can offer to enhance the value you provide to families while building an additional profit center for your practice.
MODULE
9
College Funding Membership Organization
Introduction to an established Advisor-only membership organization with a 20+ year track record with a growing community of thousands of potential families for continued support and networking in the college funding niche.
Investment & Guarantee
Advisor Accelerator™ INNER CIRCLE
Regular Price: $5995
Limited-Time Offer: $3500
(or your choice with PayPal Later: 24 monthly payments of $189 or 6 months no interest)
9‑module course with year‑long access
Live coaching and mentorship (first three cases)
White‑label eBook and custom college calendar
Advisor portal & client tools
College funding life insurance access (licensing requirements may apply)
Three Closed Cases Guarantee:
When you become an Inner Circle member, we commit to guiding you through your first three college‑funding cases. *See the FAQ for full terms and conditions.
STILL ON THE FENCE?
START WITH THE
SELF-PACED Crash COURSE
$397
You can upgrade to the Inner Circle at any time. Your $397 rolls over within 30 days of enrolling in the digital course.
Get all 9 modules with year-long access
Templates, scripts, and onboarding
Just $397 one-time fee
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
"Relevant & 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"
Most Advisors are not focused on this specialty and the college funding niche’ has been the catalyst to the sustained growth of my practice.
Chris Sanderson
Financial Advisor
TESTIMONIALS
What clients are saying
"Demystified Financial Options"
"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 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."
- Jane B.
"We recommend CPS to other parents"
"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, Murray 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!"
- Phil and Barbara E.
"A top-knotch service we can confidently recommend"
“Murray and his team worked with our family to make sure we had competing schools on our son's college list. Then when the acceptance letters began to arrive they walked us through the appeals process. Frankly we didn't even know it was an option.
They were able to leverage competing colleges' awards to get an increase from what we thought was a final offer for his top-choice school. With their help we ended up with a fantastic offer at our son's top choice college! It not only saved us time and money, it gave us peace of mind. We go out of our way to recommend Murray and his firm to anyone getting ready to send their kids off to college."
- Laura and Michael K.
Limited Availability
We limit enrollment to protect the integrity of the coaching experience. If you want hands‑on support, premium tools and predictable client results, join now.
*Get direct support to close your first three cases. Conditions apply; see guarantee terms in FAQs below.
Frequently Asked Questions
What’s the difference between the Inner Circle and the self-paced course?
The self-paced course gives you the core curriculum (9 modules, templates, and scripts) for you to implement on your own.
The Inner Circle includes everything in the course plus personalized coaching, done-with-you support, and high-value tools like a custom eBook, branded college calendar, and advisor portal access. You also get direct mentorship from Murray on your first 3 cases.
What’s included in the Inner Circle program?
• 9-module digital course
• Live coaching and mentorship from Murray Miller
• Guaranteed support through your first 3 closed college funding cases
• Custom-branded “Winning the College Funding Game” eBook
• Branded College Planning Calendar
• Exclusive access to the College Funding Life Insurance product
• Advisor portal with calculators, client reports, and lead-generation tools
• Bonus: 60-minute private onboarding call with Murray
Do I really get 3 closed cases guaranteed?
Yes. When you commit to the Inner Circle, we commit to walking alongside you and helping you close your first 3 college funding cases. To qualify for the guarantee, you must show that you've completed the course materials, participated in mentorship sessions, and implemented the steps provided by Murray. We’ll do our part, and we expect you to do yours.
How much time do I need to dedicate each week?
Most advisors spend 2–3 hours per week on implementation. Some go faster. The pace is flexible but you’ll get the best results if you set aside consistent time for coaching and client development using our tools.
I’m a busy advisor. Is this realistic for me?
Yes! This program was built for busy advisors. Every module is concise, actionable, and tailored to be immediately applicable. You won’t be wasting time on fluff. Plus, our done-for-you tools make setup fast, efficient and profitable!
What kind of clients does this help me attract?
Families who are actively preparing for the college process with High-school students, high net worth parents looking for strategy, and working-class families overwhelmed by the cost and process. These are clients who want your guidance and are willing to pay for it when positioned correctly.
Do I need a large email list or social media presence?
Nope. Our system is designed to help you grow from where you are now, whether you have an audience or not. The niche and messaging do the heavy lifting. We’ll show you how to develop leads, even if you're starting from scratch.
What happens if I start with the course and later want to join the Inner Circle?
Great question. If you enroll in the course-only version ($397), your payment can be applied toward your Inner Circle upgrade within 30 days. No penalty. You’ll keep your course access either way.
How do I get started and when does it begin?
Click Join the Advisor Accelerator below and follow the payment prompts to join the Inner Circle. Once accepted, you'll receive your onboarding materials, course login, scheduling link for your private call with Murray, and immediate access to your bonuses and community tools.
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