Affluent families often invest heavily in college—yet too many students end up switching majors, transferring schools, or tacking on costly fifth years. In this two-part session, you’ll discover how to help clients avoid these common missteps by focusing on purpose, fit, and strategic admissions.
Part 1, led by Lisa Marker Robbins, shows you how to integrate career discovery and validated assessments—like Birkman and YouScience—into the college planning process. Learn to coach families toward earlier clarity, reduce financial waste, and align postsecondary choices with long-term life goals.
Part 2, with Cathy Copeland Titus, gives you the frameworks to benchmark academic competitiveness, build smarter college lists, and connect academic positioning with financial aid strategy. You’ll gain tools to evaluate admission odds and manage applications like a project—with an ROI lens.
Whether you're new to college advising or seeking to sharpen your value to high-income families, this session will elevate how you help clients approach college with purpose, clarity, and financial confidence.
