SECRETS OF SUCCESSFUL ADVISORS

THE HIDDEN POTENTIAL OF 529 PLANS

Think 529 plans are small-time?

Think again. The high net worth financial advisors we interviewed think differently about 529s … for their clients, and for themselves. If you’ve ever looked at 529 plans as small-ticket items with limited potential to drive new business to your practice, look again.

SECRETS OF SUCCESSFUL ADVISORS

Who knew 529 plans could drive so much new business? 

Apparently, some of the most successful high net worth financial advisors in the country knew.

Top-producing advisors see 529 plans as total practice builders that begin with saving for college but lead to larger opportunities. With the help of Legg Mason’s Scholars Choice, you can uncover the hidden potential 529s bring to your business, too.