Unchaining Student Loan Repayment: New Laws Are Reshaping How We Serve Clients
With Erik Kroll
Episode No. 368 | August 23, 2023
Erik Kroll, CFP®
Hilltop Financial Advisors and Student Loans Over 50
Our guest today shares how not only are students of all ages needing financial guidance, the solutions available to them can completely change the way we look at student loan repayment and consolidation.
In this episode, we have the pleasure of sitting down with Erik Kroll, CFP®, the founder of Hilltop Financial Advisors and Student Loans Over 50.
Erik's journey in the financial advisory world began in 2015 when he set out to create a business that could afford him the opportunity to blend work with the rest of his active lifestyle. Originally a versatile advisor, Erik's expertise naturally evolved over time, leading him to identify a crucial need in the market—helping older clients nearing retirement navigate their substantial student loan burdens. He tells stories about how he has changed the financial landscape for his clients, including helping one client eliminate over $250,000 in student loan debt practically overnight!
We discussed how he manages the two brands of the company, as well as what he's hoping to accomplish with his business. One really unique thing that Erik has built is a tiered service model that allows him to work with clients at different stages of their financial journey—something that many financial advisors have trouble navigating. For those looking at a great example of how to do this successfully, be sure to tune in!
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Read the Transcript Below:
Narrator: Welcome to your community of fee-for-service financial advisors who are successfully building profitable firms that serve the next generation of clients. You’ll learn from innovative advisors whose unique stories will inspire you to dream big and take action on your goals. Are you ready to live your great life and help clients live theirs? Then you're in the right place.
Alan Moore: Hello and welcome to this episode of XYPN Radio. I'm your host, Alan Moore, and I'm excited to welcome member Erik Kroll, founder of Hilltop Financial Advisors and Student Loans Over 50 on the show today. Erik started his firm back in 2015 so that he could build a job that really supported the life he wanted to live. He started out as more of a generalist advisor, but over time started seeing the opportunity in helping older clients that were getting close to retirement manage their six figure student loan balances. He shared a couple of stories about how he has helped his clients, including helping one eliminate over $250,000 in student loan debt practically overnight. We discussed how he manages the two brands of the company, as well as what he's hoping to accomplish with his business. One really unique thing that Erik has built is a tiered service model that allows him to work with clients at different stages of their financial journey, which is not something I see very often in the industry, but it's working really well for him. Without further ado, here's my interview with Erik.
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