Conversation starter – Saving money as a mature student

Need to break the ice with clients about going back to school?

Ask your client, “Do you ever think about going back to school?” If she says yes, ask where she would like to go, and what sort of education she wants to pursue. Research how much that MBA costs, and get back to her with options for paying for it using tax strategies and her existing savings.

You can also email them this article, or send it to them on Twitter or LinkedIn.