Professional Documents
Culture Documents
Week 10-11-13-Education Consultants Work
Week 10-11-13-Education Consultants Work
This chapter explores education consultants and their roles in international higher education.
Education consultants help middle-class and upper-class families' children make college
choices and preparations within the broader global higher education environment. As an
increasingly prevalent entity within global higher education markets, the education consultant
business connects students to new channels of education and helps students construct the
intention and personal significance of their foreign education. Past research has primarily
focused on understanding the purpose and function of education consultants' businesses and
less on directly exploring the everyday meaning-making processes of their work. Drawing on
interviews with 42 Taiwanese education consultants, this study illustrates how consultants'
businesses operate and how they understand the meaning of their professions. By their own
admission, education consultants transform the complex process of studying abroad into
scripted steps. The consultants also use their emotional and personal skills to transform the
experience of studying abroad into the construction of positive social networks. This study
argues for more visibility of the various modes of business-facilitated educational mobility
channels and how they have impacted students’ admission experiences.
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Literature on international student recruitment and related national policies is growing in
scope and diversity (Chung, Chen, Jung, & Li, 2018; Knight, 2004). However, with a few
notable exceptions (Chung et al., 2018; Lin, 2020), previous studies on the internationalization
of higher education tend to focus on market reforms and organizational incentives from the
receiving end, i.e., major student destination countries such as the United States (Coffey &
Perry, 2014; Feng & Horta, 2021; Raimo, Huang, & Humfrey, 2014). Researchers have not
explored international student exchange and market dynamics outside the control of the
Western education system in detail. This research seeks to contribute to a limited but growing
field of study focused on international student exchanges and the for-profit third parties
involved in student counseling, a vast and well-developed industry commodifying the needs of
international students (Feng & Horta, 2021; Nikula, 2020; Nikula & Kivistö, 2020). In the
stakeholders in the educational market whose mission is to take the admissions assistance given
to students and package it as a commodity (Feng & Horta, 2021; Lin, 2020).
The growth of the international student counseling business over the last few decades has
been phenomenal, propelled by growing demand among potential international students for the
admission process (The Observatory on Borderless Higher Education, 2014). This chapter
concentrates on "education consultants," whose primary job is to help the individual student
navigate cross-border admission obstacles and opportunities for a fee (Raimo et al., 2014;
Zhang & Serra Hagedorn, 2014). The term "consultant" in this chapter is preferred to "agent"
to distinguish it from other education intermediary businesses. For example, extensive research
has explored how higher education institutions can hire broker-like "agents" to expand
contracted agents" (Hulme, Thomson, Hulme, & Doughty, 2014; NACAC, 2014). As Coffey
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and Perry (2014) explained, education consultants' services concern "providing advice, counsel,
and placement assistance to prospective students and their families” (p. 3). Education
consultants working for international students generally charge a fee for their assistance, often
based on either the number of applicants they assist or a local industry-standard(Hulme et al.,
2014). Other studies have examined "blended models" of business, in which agents represent
applicants (Coffey & Perry, 2014; Tuxen & Robertson, 2019). In this study, the term "education
and structures and less on the nuanced everyday work and meaning-construction processes
within their work(Collins, 2012; Sun & Smith, 2017). Building upon such literature, this study
joins a growing strand of research in using an "occupational" lens to understand the nuanced
processes of their daily routine and the meaning-making of the consultant's work (Huang,
Raimo, & Humfrey, 2016; Nikula, 2020; Nikula & Kivistö, 2018; Tuxen & Robertson, 2019).
This study highlights that understanding the technical and relational aspects of education
consultants' work helps bring visibility to the underlying ethos of their business: serving
students as clients and building relationships with them. By highlighting those dynamic
processes, this study hopes to provide insight to facilitate future research which explores
international education and similar "broker"-like consultant businesses (Stovel & Shaw, 2012).
This research depicts education consultants as brokers who leverage emotional and
technical skills to help students navigate the international admission processes. Drawing on
extensive interviews with 42 education consultants in Taiwan, this study describes how they
use a range of emotional and technical skills to reduce uncertainty about the outcome of
students' international applications. Education consultants also help students make sense of the
3
admission process and their position within it. Altogether, consultants use personal and
emotional skills to convince students to put trust in them and, as a result, to convince the
Literature Review
Existing literature on study abroad and international education has primarily focused on
the education consultant profession’s function more generally and less on its work routines
(Collins, 2008; Huang et al., 2016). Scholars have explored marketization processes and
dynamics within the education consultants industry (Coffey & Perry, 2014; Hulme et al., 2014).
In international higher education, education consultants fulfill what scholars call a "broker"
role—making introductions, connecting clients with new resources, and helping prospective
students/customers make sense of the social environment they intend to enter (Stovel & Shaw,
2012).
communication and connection between different stakeholders (Stovel & Shaw, 2012; Xiang
& Shen, 2009). In the unique context of international education, consultants act as brokers who
collect and channel scarce information to make admission to selective schools more likely and
less burdensome. Like professional brokers in business exchanges, education consultants fulfill
a role that requires a fee in exchange for providing information necessary for admission (Nikula,
These characteristics make education consultants' work both ordinary and unique. On the
one hand, like many occupations in the service sector, education consultants must try to achieve
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customer satisfaction, harmonize social relations, and enhance their service quality (The
Observatory on Borderless Higher Education, 2014; Thieme, 2017). Many existing studies
attest to these characteristics of the work of education consultants. For example, Feng and
Horta (2021) illustrate that education consultant services sometimes respond to the needs of
individual students, but, at other times, they prioritize the needs of school officials who have
paid them for targeting specific groups of students. Education consultants specializing in
international admissions also have many unique qualities that distinguish them from other types
brokers. Families of international students must often rely on the knowledge and ability of
individual consultants to build clear cross-country pathways and to ensure the success of these
pathways(Xiang & Shen, 2009; Zhang & Serra Hagedorn, 2014). This study focuses mainly on
the values and intentions of consultants in guiding students' understanding of the international
Finally, the work of education consultants relies heavily on human interaction and
"emotional labor" in relation to the interaction with students. As Hochschild (Hochschild, 1983)
suggested over four decades ago, professionals draw from both physical and "emotional labors"
to complete their designated tasks. The education consultant profession can demand a large
portfolio of emotional and personal skills. Specifically, consultants communicate not just
where students can study, and clarify related costs and admission processes; they also translate
the significance of different educational ideals and values. For example, consultants can weigh
in on a student’s decision to choose between a local small liberal arts college and a
cosmopolitan research university. However, limited attention has been given to this emotional
and meaning-making aspect of education consultants' work when helping the students navigate
such decisions(Tuxen & Robertson, 2019). The extent to which education consultants use their
emotions and personal traits to perform their work hitherto remained unexamined. This study
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joins research exploring education consultants’ work processes and nuances by focusing on the
operations. Taiwan was selected as a research context because of its status as a significant
country of origin for international students in the U.S. Before the COVID-19 pandemic, the
number of Taiwanese students who live overseas for post-secondary training was estimated as
between 20,000 and 30,000 in the United States, a remarkable increase from the 500 students
studying in the late 1960s (Ministry of Education, 2019). Over the last few decades, this growth
has given rise to equally significant expansion in the international "shadow education" market
(Chen & Berman, 2022). Taiwan has many education consultant businesses that help
prospective students prepare application materials and essays for overseas universities and
colleges. In Taiwan, the study abroad industry takes many forms, including study abroad tutors,
blended market firms (Coffey & Perry, 2014; Tuxen & Robertson, 2019).
The primary interview data were obtained in 2018 and 2019 from 42 participants, all of
whom were education consultant firm owners and employees at the time of the interview. The
researcher began by finding initial respondents through the internet and social media and then
proceeded with a snowballing of interviews based on referrals from the initial respondents.
Although the initial sampling strategy was not intended to be statistically representative, the
researchers tried to include consultants from different occupational positions and experience
levels to obtain a broader and more comprehensive coverage of their typical experiences and
interpretations. The final distribution of the education consultant businesses included in the
study is generally in line with that of Taiwan agents' population based on Ministry of Education
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registry data from 2020. The overall distribution of the educational consultant business in my
N(Total) 42
The methodological approach was guided by interpretivism, which previous studies have
used to seek rich understanding by exploring individual values and experiences in international
migratory trajectories (Sin, 2013). The consultants were asked to recall the process by which
they were selected by student clients, their work process and routine practices, and their
relationships with the students they serviced. Their narrations unveiled myriad details about
events and work with students on admission processes to which the researcher had no access
otherwise. After the completion and full transcription of the interviews, thematic coding with
the help of the qualitative software MaxQDA was used. Through this collation, a theme about
education consultants' "brokerage" role was revealed quite early, while the detailed technical
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Results
International students unfamiliar with the study abroad application process or who feel
they need an extra advantage in their study abroad application will often approach education
consultants for assistance. Catering to such diverse needs, education consultants have many
different roles to play. Some consultants act as information providers, others as informed
insiders helping the student plan their admission submission, and others guide students through
the unfamiliar cross-border application and study processes. To fulfill these myriad roles, some
consultants will develop a "script" to calibrate different steps and tasks of the application
process. Along with this script, they develop different interventions and endeavor to reduce the
burden of the application process on students or help them overcome certain disadvantages
(The Observatory on Borderless Higher Education, 2014). One such professional script is
shown in Figure 1, as obtained from a Taiwanese firm that took part in an interview.
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Fill in the application form
The consultant fills in the application form and assists in sending the
04 application documents to each school
Pre-departure briefing
Local school enrollment procedures, luggage preparation and travel advice.
08 Introduction of local resources and networks.
After-enrollment correspondence
Follow-up contact and assistance with schoolwork and life matters. Advice on
09 further studies and employment, transfer services, etc.
Although previous researchers have shown how education consultants perform many
distinct tasks, this study further examines how these tasks have been routinized and broadened
significant in illustrating how their work has been rapidly routinized and has concentrated on
a few designated tasks. In the following section, this study will illustrate the technical
dimension of the education consultants and how their performances have shaped their sense of
Education consultants play a role in brokering student access to limited opportunities, and they
9
interpret those opportunities for their customers. When Taiwanese students are applying to
domestic undergraduate programs, their documents and other preparations are likely guided by
staff and teachers at their local schools as they navigate admissions to elite universities. Yet when
they are applying to foreign schools, international students have limited resources and social capital
on which to rely. This is where consultants step in to provide and interpret crucial information to
help the student navigate the admission process. Many consultants stated that their ability to help
students navigate the sea of information is a crucial "technical dimension" of their job and a
vital function of a consultant’s service. Thomas, a Taiwanese consultant in his 40s, shared how
differences in admission standards and cultural norms between Taiwan and the U.S. make it
necessary for education consultants to help their students select, prioritize, and adjust according to
They [students] may have too much information nowadays with the Internet. In this era
of information explosion, everyone can search the websites they want online and find a
lot of application materials and channels. Moreover, our students are often overwhelmed
by these mountains of information. Sometimes it is making decisions about the right kind
of language tutoring; sometimes, it is about delivering the correct order of business for
one's application. Our job, then, is to contextualize that much information for them. For
example, I will help him screen the information about school choice based on residential
preference. Do you prefer somewhere that snows? Cosmopolitan or college towns?
Education consultants may not direct all student choices; however, they can influence how
students access and interpret information and tweak students' final choice of destinations. In
this context, education consultants pride themselves on engaging with student decision-making
through their ability to "identify opportunities" and "plan for the unknown." Tina, a veteran of
the industry, shared what she considers to be her "professional skills" as a consultant:
Our role is to give what our clients believe to be informed decisions, provide context
and knowledge to support their decision, and help them make plans accordingly. We
use our professional judgment to tell students (and parents) what a good choice is
and what is a wrong choice. What makes their application advantageous, and what
makes the application environment more of a barrier.
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Gathering information is not enough; consultants must also select and present admission
options that seem credible and appealing to the students. Multiple studies have found that
international students today have become more "brand aware" as consumers in the higher
education market (Nikula & Kivistö, 2018). One prevalent topic in the interviews was that
parents and students often glamorize the possibility of studying abroad. They are convinced
that the consultants can achieve grandiose feats because they often pay significant fees (from
1,000 to 10,000 USD). In those instances, consultants expressed that they took precautionary
steps and attempted to lower, or sometimes re-direct, students' and parents' expectations toward
Many people romanticize overseas studies, and some consultants reinforce that . . .
If they {students} can pay handsome fees and tuitions, they can be the boss, slack
off, do nothing, and still receive their credentials. Moreover, the school has to cater
to their needs as paying clients. However, I often tell my students to be realistic. To
attend decent schools, they need to think like athletes to work toward their goals. If
you did not dare to do something in your own country, do not do it abroad. If you do
not go to class in Taiwan, you will be failed; why should you anticipate otherwise
studying abroad? So we need to get that out to our clients quite early on. They need
to understand the reality.
Unlike other brokers (such as realtors), education consultants do not obtain the power to
various methods to convince their customers that they are qualified to decipher this information
Consultants also help students predict and plan for the unknown. In this context, one
consultant mentioned that, while they can help the student "foresee" obstacles and opportunities,
they cannot guarantee specific outcomes. Unlike selling a chair or television, people who
broker education admission opportunities cannot promise reliable results for their clients.
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However, many consultants will still offer promised outcomes, but those promised placements
are often packaged in carefully crafted rhetoric and shoptalk. In one case, a consultant called
this process "placement analysis," a step that evaluates the student's likelihood of acceptance
Yes, we need to develop a list [for the students]. Sometimes, it is not necessarily
good, but we must apply to the most suitable school for the student, according to his
grades, personal characteristics, and preferences. Some schools they [students] have
a relatively higher chance of getting admitted, while others may be his "dream
school" that he could aspire to. So, you need a list of dream schools and a list of
"safety school lists" to plan for the unknown. Experienced agents also know about
taking precautions.
admissions outcome and, in a related effort, to address the risk of failure. This further links the
education consultant function to other professional advising work, especially those dealing
with uncertain situations(Sun & Smith, 2017; Thieme, 2017). Moreover, the education
consultants' can be considered service workers dedicated to limiting both the contingencies
their clients face and disturbances in the institutional environment(Collins, 2008; Nikula &
Kivistö, 2018).
We tried our best to prevent you from failing the application. There should be no
instances where students cannot find any programs to be admitted that they can
accept. It is simply unacceptable. They should have known better to develop some
backup plan with the students regarding their applications.
threatens their authority as experts and credible professionals. A critical duty that consultants
must perform is to advise students to consider the appropriate course of action, balancing
related action planning are grounded in excellent dialogistic work, i.e., by defining and
analyzing problems and purposes as well as the factors that promote or hamper the change
necessary for the clients to achieve their individual or organizational goals (Stovel & Shaw,
2012).
The "human dimension" concerns the interactions and trust-building aspect of education
consultants' professional tasks. These human dimension tasks complement the "technical
orientation" examined earlier to construct a legitimate professional image for the education
consultants. This kind of service requires interaction and emotional labor to create a
comfortable environment and pleasant experience for clients (Coffey & Perry, 2014; The
intensive interventions in the student's work or interact with the student more personally. For
example, many consultants listen tactfully to students' difficulties and needs, sometimes even
accompanying them through their personal anxieties and emotional issues. Therefore,
maintaining customers' trust and confidence and supporting the legitimacy of the consultants’
paid service depends upon the consultants consciously emphasizing these elusive human
dimensions in their work with their clients. By analyzing those human aspects of education
consultants’ work, the following section further illustrates that these consultants are, in effect,
using various relational tools and emotional labor to downplay the fact of their for-profit
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Creating a Trusting Environment
All of the education consultants in this study mentioned some form of "trust" as a
prerequisite they must build with the students before accomplishing their tasks. Of the 42
interviewees, 25 used "expertise" or "professionalism" to describe how they build trust with
student clients. The interviewees described diverse dimensions of trust in working with
students: one relating to students' trust in the worthiness of their expertise and another relating
It is straightforward: if a student is sitting before you, you want to give more than
surface answers to their questions. You want to showcase your knowledge and
professionalism and win their trust through your conversations. You want to be
beyond their expectations: tell them a different vision and let them see they have
other better choices. I have been working in this industry for more than a decade, and
I continue to cultivate my capacity to have this kind of vision. That is why my
students feel assured working with me.
In contrast to the later stages of the process, when they have often gained the clients’ trust,
many consultants mentioned that students (or their parents) were often hesitant about
consultants' motivations in the early stages of the collaboration. When asked to describe the
unique context of such interaction, many interviewees highlighted the fear that the consultants
would "cheat them" or "scam them for their money" as a typical initial response from their
clients. This lack of initial trust necessitates that consultants spend considerable time and
energy assuring students and parents of their worthiness and loyalty. However, there is an
inherent risk of revealing too much about the consultants’ intentions and motivations to
students. At times, efforts to communicate may foster trust, but other times it may backfire and
create more disbelief. Yet despite such a risk, almost all consultants interviewed insisted that
fostering trust was a conscious goal, which could allow transitions between tasks to be the most
effective and efficient. An education consultant named Emma shared the following:
In this job, I feel that you cannot afford to just carelessly present yourself with a
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professional persona because you can appear too distanced, speak about the jargon,
and make the application process sound incredibly complicated. [You will need to
do] Quite the opposite! Students need to feel that you are working with them. They
need to understand what you understand. They need to see what you foresee.
Education consultants also must speak and interact with students in ways students
find accommodating and comfortable. In doing so, education consultants must invest
Multiple consultants also highlighted the emotional aspects of their work. In their eyes,
good consultancy work requires more than technical expertise, including specific "soft" human
skills. When done well, these emotional work exertions can create a strong bond between
student and consultant that transcends typical client-merchant relationships. A few other
consultants also noted that building rapport with their clients often entails serving as "liaisons"
between children and parents. In the Taiwan context, such a liaison role is vital. Even though
most students are adults when they go abroad, most of the expenses are paid by their parents,
and this often makes it necessary for consultants to reconcile the expectations and imaginations
of both parties regarding studying abroad. In some cases, parents may ask consultants to
convince their children to pursue certain degrees or specific school programs, or vice versa.
The function of this kind of communication surpasses merely passing information to the other
party or diagnosing or planning specific activities. Instead, consultants' work often requires
emotional and relational skills to cater to the student's more personal demands.
and relationships and even creating new ones. This includes enhancing the bonding and mutual
assistance between students (those currently studying and those applying for admission) and
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helping students connect with other interpersonal resources. These links help students
accumulate the necessary cultural and social capital and serve as another means of legitimizing
consultant professionalism. For example, many consultants like Max are known for initiating
"study abroad networks" that connect applicants with common interests, ambitions, and ages
It is great to have such networks come to such a scale to reap the community's benefit.
People can quickly find others with similar interests, backgrounds, and experiences
when the community rises. We can be a crucial platform where they meet others,
connect them with other people and resources, etc.
Senior consultants usually have a cohort of "model students" who will share their success
stories and advice when needed. These model students may provide personal accounts,
techniques, and other information about studying abroad. Most importantly (from the
consultant's perspective), they can also provide an endorsement of the service by sharing their
personal experiences and describing how the strategies developed while working with the
consultant proved successful. These informal networks also play a latent role: they help
transform the market exchange into a personal exchange. The best example of this
transformation is reflected in what students call each other in these interpersonal networks.
Consultants commonly employ various relational cues to contextualize their relationship with
their students. For example, in observing the interaction between a Taiwanese consultant Tina
and her students, I noticed that she often used terms like “shue chang”(“big brothers” or
“senior”) or “shue jie”(“big sisters” or “senior”) to refer to other international students who
have more experience. When pressed to explain why such instances would occur, Tina's
It is not necessarily just a question of trust. They [Students] must learn how to interact
with others, admit that they need help, and then seek resources and contacts
beneficial to them. They are a junior and senior peer network collective outside our
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institutions. Even when they go abroad, other people will help them, such as the
Taiwanese Students Association. They will become part of a network, a collective.
Although the term “senior” may be used in other contexts as a mere term of endearment,
in the eyes of consultants, such a term has more of a symbolic function. It is a testament that
students and their communities. They also promote various mechanisms to ensure that this
network of students facilitates reciprocal and productive exchange among its members. These
it another way, consultants can also utilize such relational connections to subtly remind
students that they genuinely care about their academic and personal success.
Conclusion
The global education consultant market continues to expand with a widening middle class
aspiring to study in developed Western countries (Collins, 2012; Huang et al., 2016). In
addition, with the emergence of many new "educational hubs" in Asia, such as Japan, Korea
and China, the development of related demands for such service will only increase(Jon, Lee,
& Byun, 2014; Sidhu, Ho, & Yeoh, 2011). Education consultant businesses are part of this
growing trend, helping students find resources and opportunities (Coffey & Perry, 2014; Feng
& Horta, 2021; Huang et al., 2016; Raimo et al., 2014; The Observatory on Borderless Higher
Education, 2014). Education consultants have also become one of the industry actors in the
and parents (Collins, 2008; Nikula, 2020; Nikula & Kivistö, 2020; Tuxen & Robertson, 2019).
A growing body of research has explored the education consultants’ portion of the
industry from various perspectives, although relatively little attention has been placed on the
nature of their labor and their work's technical and human dimensions. This chapter contributes
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to the existing literature by highlighting the prevailing education consultants' role in helping
admission assistance and brokerage practices, a misperception of the industry which comes
with the assumption that education consultants' business practice is based solely on economic
terms. This chapter instead focuses on the technical and relational aspects of this job to add
This study further suggests that the success of education consultant professionals in
delivering services and convincing people to pay for them often depends less on calculation
and more on managing relational clues. Moreover, this study has advanced our knowledge of
the task-based formality of these fee-charging, contracted practitioners who help students apply
to overseas schools(Huang et al., 2020; Hulme et al., 2014; Lin, 2020). By elaborating upon
the technical and relational aspects of their work, the participants in this research demonstrate
that education consultants often value economic rewards and the building of social meaning
through their daily work routines. The education consultant workforce helps students adjust,
integrate, and reshape education aspirations. Additional research in this direction holds the
promise of further developing a new "occupational lens" to advance our collective knowledge
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