Back To School College Planning Optimization with Todd Kelly & Andy Hickman, Cumulus College Quest

Optimized Advisor Podcast

English - August 24, 2023 22:00 - 54 minutes - 49.9 MB - ★★★★★ - 17 ratings
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Previous Episode: A Revolutionary Change of Pace for Wealth Management with Ryan George, Docupace

Next Episode: Master Your Relationship With Yourself, Your Partner, and Your Kids with Dr. Morgan Cutlip and Bart Zandbergen

On this week’s episode Scott was joined virtually by Todd Kelly & Andy Hickman, Co-Founders of Cumulus College Quest, the college planning partners for Financial Professionals. About our guests...

Todd M. Kelly is known nationwide as a leading authority in the area of college planning. In addition, Todd co-wrote and developed a curriculum for and trained thousands of financial professionals on how properly assist their clients through the complex maze that is college planning.  He has also co-created numerous programs and owns several college planning companies designed to assist both families and advisors.  Along with his business partner, Andy Hickman, Todd has also co-written The College Planning Parachute, an Insider’s Guide to developing an effective college selection and college funding plan. 

Steeped in College Planning for more than 20 years, Andy Hickman is a licensed advisor with a practice that grew almost exclusively as a result of his college planning expertise.   Andy co-authored (with his business partner, Todd Kelly) “The College Planning Parachute” (available on Amazon), co-created more than 1000 hours of college planning specific advisor training and has given hundreds of presentations to schools, organizations, and corporations on the topic of college planning.  He’s also been quoted or has been a guest on numerous radio programs, newspapers, and magazines on various aspects of college.

In this episode you will learn the following:

College Planning optimization as a Financial ProfessionalThe different types of financing for collegeHow to request more scholarship opportunities from universitiesVarious investment strategies to help client’s save for their children’s future college tuition

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This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected]