The option of being able to outsource the planning to Stratagee is a plus, as is the option to call in their experts for coaching and marketing support of admissions expertise when needed. Onink claims that a number of his advisor clients have attracted significant new wealth management assets by positioning themselves as college planning experts, and this sounds totally credible.
With the proper education and marketing support, advisors have a good chance of attracting new clients by positioning themselves as experts in this underserved niche. Working with Stratagee and YBS software appears to be a reasonable entry point into the college planning marketplace.