~43% of your highest earners carry federal student debt you've never seen.
They're not hiding it — they weren't asked.
After July 1, every AGI call you make moves a loan payment you don't know exists.
https://t.co/wh9vrEiZ3O
For financial advisors, this isn’t just a planning challenge. It’s one of the biggest client acquisition and engagement opportunities in the market today.
Register here: https://t.co/uVnYFrq8vS
The next evolution of financial planning extends beyond college savings, helping families navigate repayment across generations. https://t.co/qhTb8d7SYF
Student loan repayment is shifting to the front of the planning process. This conversation highlights why RAP and OBBB will redefine advisor workflows.
RAP + OBBB = the biggest shift in student loan planning in years.
Repayment now moves to the front of the planning process and firms that guide clients through it will win relationships that last a lifetime.
Podcast w/@RyanGaliotto & @WealthManagem19
https://t.co/XCSjZ0d2rp
Student loan planning is expanding across wealth, tax, and multigenerational advice.
I joined Rory Henry on AFO Wealth Management Forward Podcast @WealthManagem19 along with @RyanGaliotto talking on OBBB/RAP for 2026 and @FinologyTech
https://t.co/XCSjZ0d2rp
Help clients tackle student debt across generations.
Finology Software’s Liability Planner and Federal Loan Simulator make RAP planning clear, actionable, and professional. Explore our latest insights: https://t.co/QNs8RZtV00
Advisors asked. We listened. We’re excited to announce a new monthly pricing option for Finology Software!
✅ Annual: $1,068/year ($89/mo equivalent)
✅ Monthly: $99/month
Same powerful tools. More options for advisors at every stage.
https://t.co/hWR1s2TQhL
The biggest growth opportunity for financial advisors in 2025 isn’t new AI tools, tax hacks, or even estate planning strategies.
It’s student debt.
https://t.co/EbNBBfermd
Student loan repayment is back, we’re encouraging everyone to leverage the Student Loan Help Network. Stay visible. Stay informed. Serve more clients. https://t.co/6VQBg8gpmr
The next 12 months will bring major changes for millions of student loan borrowers. Advisors play a key role in helping clients navigate this evolving financial landscape.
At Finology Software @FinologyTech, we've been quietly building tools to help advisors...