How to use tuition credit perks to retain clients

04/17/2014 | Nerd's Eye View blog

In this column, financial blogger Michael Kitces writes about a program for financial advisers called the SAGE Scholars Tuition Rewards program, which offers clients "rewards points" based on assets under management or retainer fees paid to the adviser. The points can be applied as a dollar-for-dollar discount for tuition at eligible colleges and universities for any family member. Kitces explains how advisers can use the tuition rewards program in their practices.

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