Transform How You Attract & Convert College Funding Clients—With an AI-Driven, Done-For-You System
Stop guessing and start scaling. We connect you with the right families at the right time, respond to inquiries within minutes, and nurture prospects until they’re ready to book a call. It’s everything you need, all in one platform.
Transform How You Attract & Convert College Funding Clients—With an AI-Driven, Done-For-You System
Stop guessing and start scaling. We connect you with the right families at the right time, respond to inquiries within minutes, and nurture prospects until they’re ready to book a call. It’s everything you need, all in one platform.
Tired of Chasing Leads That Never Convert?
For financial advisors and insurance agents specializing in college funding solutions, the struggle is real. Random referrals, generic ads, and impersonal outreach rarely bring in the right clients. Meanwhile, you’re juggling compliance, client servicing, and keeping up with industry changes—leaving little time for consistent marketing efforts.
Low-Quality Leads: Too many dead ends, not enough serious prospects.
Inefficient Follow-Ups: Slow responses cost you opportunities.
Lack of Insight: Limited visibility into which tactics truly work.
We’ve Built a Complete Growth Engine—Just for Advisors & Agents
This program isn’t just about generating leads; it’s about creating a repeatable, scalable client acquisition machine. Leveraging insights from our proven framework, our system identifies and engages high-intent families looking for college funding guidance, responds to them instantly, nurtures relationships, and equips you with actionable data to optimize continuously.
AI-Driven Audience Targeting
Zero in on families actively seeking college funding strategies—no more guesswork.
Compelling Funnels & Landing Pages
Customized funnels, designed to educate prospects and prompt immediate action.
Speed-to-Lead Outreach
The moment someone opts in, our trained AI voice agents call within one minute, delivering instant engagement and qualification.
Automated Nurturing Sequences
Email, text, and voicemail drops ensure no lead goes cold. Prospects receive relevant, educational content that guides them to the next step.
Real-Time Analytics & Dashboards
Monitor lead flow, conversion rates, and ROI at a glance, making data-driven decisions easy.
Calendar Integration & Appointment Setting
Seamlessly schedule calls, so the best prospects move quickly from interest to appointment.
Ongoing Optimization & Support
We continuously refine targeting, messaging, and follow-up sequences for ongoing improvement and growth.
A Simple, 5-Step Blueprint to Consistent Conversions
1. Target & Attract Ideal Prospects
We identify your most valuable audience segments—families actively exploring college funding options—and launch laser-focused campaigns on your accounts (FB ads, social outreach, and content) that drive them into your funnel.
2. Capture & Engage Instantly
When a prospect opts in on your landing page, our “speed-to-lead” protocol kicks in. Within 60 seconds, a trained AI voice Agent representative reaches out by phone and text, introducing your practice and pre-qualifying the lead.
Benefit: Immediate engagement dramatically boosts trust and conversion potential.
3. Automated Nurturing & Education
Prospects receive carefully crafted emails, texts, and voicemail drops, all designed to educate and warm them up. We provide valuable content—from scholarship tips to FAFSA guidance—positioning you as the trusted expert they need.
4. Appointment Setting & Hand-Off
Once a lead shows genuine interest, they’re guided to schedule a call with you directly. Our integrated calendar system makes it easy and friction-free, ensuring that by the time you meet, they’re informed and ready to discuss strategies.
5. Data-Driven Refinement & Growth
Monitor your performance in real-time with intuitive dashboards. See which channels produce the best leads, adjust messaging for higher engagement, and continually refine targeting. We work hand-in-hand with you to scale what works and cut what doesn’t.
Ready to Experience a Steady Flow of High-Quality Leads?
Why Our College Funding Clients System Outperforms Traditional Marketing
Partner With Us for a Predictable Path to Growth
We stand behind our comprehensive approach. You get full visibility into funnel performance, conversion metrics, and ROI. Our team provides ongoing support, strategy sessions, and optimizations to ensure your pipeline stays healthy and growing.
If we don’t deliver measurable improvements in lead quality and conversion rates, we’ll continue working until you see the results you deserve.
More Clients, Less Work—It’s Time to Elevate Your Practice
Don’t leave your growth to chance. With a tested blueprint, immediate response capabilities, and intelligent automation, you can finally focus on what matters: advising clients on securing a brighter future for their children’s education.
OUR TEAM
DANIEL MOSKOWITZ
Venture Lead
Daniel Moskowitz brings over 25 years of B2B sales expertise to College Funding Clients, backed by a career that includes generating more than $130 million in revenue through innovative strategies and high-performance team leadership. As a consulting sales expert, fractional CRO, and author of the international bestseller Sales Jiu-Jitsu, Daniel has a proven track record of guiding businesses toward transformative growth.
With a specialty in AI-enabled sales acceleration and integrated event sales models, Daniel’s accomplishments include executing strategies that drove over $100 million in sales at high-profile events for clients such as Tony Robbins and Grant Cardone. His trailblazing approach—like deploying AI Sales Agents to boost conversion rates by over 40%—consistently delivers exceptional ROI and empowers clients to achieve measurable success.
Daniel has earned a reputation for turning ambitious visions into scalable realities. By combining data-driven insights, cutting-edge technology, and collaborative methodologies, he ensures every project meets its growth objectives. From helping emerging practices land their first six-figure clients to optimizing large-scale sales operations, Daniel’s expertise makes him an indispensable partner in accelerating results.
As the Venture Lead for College Funding Clients, Daniel applies the same strategic acumen and results-oriented execution to help financial advisors and insurance agents tap into the growing demand for college funding guidance. His passion for sustainable growth, coupled with his commitment to building high-performing teams, positions College Funding Clients—and its partners—for long-term success.
Cori Murphy
Program Owner
Cori Murphy is an Education Consultant & College Funding Specialist, with over 23 years of experience guiding families through the complexities of college admissions and financing, Cori Murphy brings both expertise and empathy to the CollegeFundingClients.com team. As the founder of My College Authority in 2005—long before her own children even started elementary school—Cori has walked her talk from every angle, culminating in first-hand knowledge of the stress, confusion, and high stakes that parents face.
Cori’s approach is straightforward and family-focused. She excels at transforming complex application processes, financial aid intricacies, and scholarship strategies into clear, actionable plans. Beyond simplifying the steps, she helps families identify “best fit” schools, secure the greatest financial aid packages, and make informed decisions that result in truly affordable college experiences.
Her impact speaks for itself:
552 students guided into 762 different dream schools nationwide
Over $46 million in scholarships earned by her clients
Above all, Cori is a passionate advocate for families, providing a reassuring presence in a journey that often feels overwhelming. With her deep knowledge, proven strategies, and unwavering dedication, she empowers families to navigate the admissions process with confidence—ensuring that every student has the best chance at a bright, debt-minimized future.
Event Sales Consulting © 2024.
Empowering financial advisors and insurance agents to attract, nurture, and convert high-quality leads in the college funding market.