Our Services

When you work with Blue Icon Advisors, you gain access to top professionals and thought-leaders in financial aid and enrollment management. All consultants are thoroughly screened, vetted, and tested. We will match you with a consultant to evaluate your needs and deliver an action plan that meets your short-term and long-term goals. 

We have designed some of our consulting options, listed below, to take place off-site via phone and video call, saving you time and money. Since every engagement is custom, you won't receive services your institution does not need.

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Enrollment Management Advising

Focused consulting to help institutions meet their enrollment management goals. We work with your leadership team or with your existing software or management consultant to ensure financial aid and enrollment management issues are being addressed completely and appropriately with the best allocation of available resources.

Customer Service Evaluation

Explore the current state of student satisfaction through the use of student surveys, interviews with students and staff, and a review of student-facing communications. If your school is experiencing long lines or unhappy students, we can help find the root of the problem and recommend changes to improve student satisfaction at your institution.

Federal Policies & Procedures Evaluation

Review your school's federal policies & procedures for compliance issues, write missing pieces, and/or move them into NASFAA's P&P Builder. We can include staff training on using the NASFAA P&P Builder, which features notifications in the tool on federal regulatory changes so you can easily update your manual from year to year. Please note that the NASFAA P&P Builder subscription is required.

Institutional Methodology Policies & Procedures Evaluation

Examine your IM policies for areas that conflict with federal requirements or may have unintended consequences for your students and increase burden on staff. We can upload your IM policies into NASFAA's P&P Builder and train your staff to use the tool (subscription required). The P&P Builder provides notifications on federal regulatory changes that you can check against your IM policies in the future. 

Leadership Coaching for Financial Aid Directors

Enhance the skills you need to lead your department, position yourself (and the financial aid office) at your institution, and effectively managing your employees and projects. 

New Aid Director Onboarding/Coaching

Set your new director or yourself up for success with one-on-one professional coaching and consulting during the first year on the job. 

Compliance Assessment

Review procedures on specific topics to ensure compliance with federal Title IV rules and regulations, and provide a report of findings with a priority order to address the highest liability issues. For a full compliance review of all Title IV rules, check out NASFAA's Standards of Excellence Review Program.

Operations Review

Evaluate the financial aid office organizational size and structure, functional tasks, technology use, and workflow to identify bottlenecks or inefficiencies. We can provide recommendations to improve effectiveness, customer service, and staff performance. 

Custom Training Solutions

Provide federal Title IV compliance training to your staff, either on-site or via video/web conferencing. Our consultants have NASFAA credentials in the topics presented, so your event qualifies the attendees the opportunity to sit for the respective NASFAA U Credential Test. We offer 17 training topics including Return of Title IV Funds, Consumer Information, Gainful Employment, and Verification. Customer service and professional development training are also available.

Custom Projects

Looking for something else? Contact Blue Icon Advisors and we'll help you assess your needs and how best to address them.  For instance, if you are undergoing a software implementation, Blue Icon can work with school staff and the software provider to offer financial aid prospective and guidance.

Interim Staffing Assistance

Provide qualified, trained financial aid administrators to assist during peak processing times, staff absences, or vacancies for entry- to director-level positions. Remote staffing and leadership with the option of regular on-site visits available now. Full-time on-site staffing available soon.

Subscription Services
Monthly Consulting

Our monthly subscription service is the perfect way to get a jump start on your P&Ps, provide monthly training for your staff, professional coaching, or have someone to discuss those odd questions or situations that come up. All consulting is performed via video/web conferencing, so there are no additional travel costs beyond your monthly fee. You can pay month-by-month and cancel at any time.

Leadership Discussion Group 

Join our consultants for training and discussion with other financial aid leaders on the following topics:

  • Developing a yearly operations calendar
  • Writing an annual report of financial aid activities
  • Creating your personal brand
  • Constructing a disaster recovery plan
  • Effective succession planning
  • Creating a culture of compliance
  • Compiling your Policies and Procedures


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