Printer-friendly version

Click 'n Go

Announcements

Weekly Announcements

By: Rosanna Norwood, Feb 20, 2012 12:12 PM

Check here for news and upcoming events read more

2/13/2012 Weekly Announcements

By: Rosanna Norwood, Feb 13, 2012 1:28 PM

Catch up on the latest news here. read more

2/6/2012 Weekly Announcements

By: Rosanna Norwood, Feb 7, 2012 2:26 PM

See this week's announcements here. read more

What's Your Business Worth?

Visit the
 ACA Business Value Center
to learn how you can
 build, protect and realize
maximum practice value.

Upcoming Events

  1. ACA Success Group Instruction

    Jun 4 - 8
    Lakewood, CO, United States

  2. Casey Truffo - Crafting Your Message Call Series

    Jun 18, 5:00 PM - 6:00 PM
    United States

  3. Casey Truffo - Crafting Your Message Call Series

    Jun 20, 5:00 PM - 6:00 PM
    United States

  4. Casey Truffo - Crafting Your Message Call Series

    Jun 25, 5:00 PM - 6:00 PM
    United States

  5. Casey Truffo - Crafting Your Message Call Series

    Jun 27, 5:00 PM - 6:00 PM
    United States

Latest Blogs

Breaking up with your bank

By: Bridget Mermel Feb 20, 2012 5:57 PM

Dear Bridget, Although I like a good vampire movie, I don’t like it when I feel like my big bank has fangs in my... More

How to Get the Best Mortgage

By: Bert Whitehead Nov 2, 2011 6:27 PM

How to Get the Best Mortgage Bert Whitehead, M.B.A., J.D. © 2011 The most popular client questions... More

What's the Worst Case?

By: Bert Whitehead Oct 7, 2011 6:53 PM

What’s the Worst Case? Bert Whitehead, M.B.A., J.D. © 2011 Headlines scream doomsday to us:... More

Quick Links

Recently Shared FIles

Please login to see this information

Follow Us On

Find Us on Facebook   Join Us on LinkedIn   Follow Us on Twitter

Getting Started

1. Customize your profile and preferences.

2. Adjust your subscription settings.

3. Join a conversation - post a message in one of the Discussion groups.

Resource Corner

SHAREDOC of the WEEK: 

Powerpoint Template  - from Bluestem Financial Advisory, an ACA themed PowerPoint template

Each week we will highlight a new Advisor Sharedoc or a classic you may have forgotten about. Suggestions? Send them to arlenem@acaplanners.org 

RESOURCES of the MONTH for FEBRUARY: 
To help you keep up with new or revised resources we will highlight three per month in Practice Management, Financial Planning and Marketing.
 
Practice Management: 
Crystallizing Your Succession Vision With a Written Plan - from the Building Business Value Center. 
Without a written succession plan, you put your clients and business value at risk. Use this guidance paper to customize a plan that will achieve the vision you have for protecting your clients and for the legacy of your business.
Financial Planning: 
Passive Suggested Funds List - Did you know that the Suggested Funds List also includes Passive Funds?  They are listed on the second tab of the spreadsheet; the fourth tab describes the philosophy of passive funds, passive strategies, a list of vehicles for them and a resource directory.  Check out the all member call from last June facilitated by the passive funds list team.

Marketing: 

Robert Walsh discusses the powerful opportunity that tax season is for convincing prospects and to converting tax only clients into full retainer clients. 



Most Active Members

  1. ACA ACA

    Highland, MI
    United States

    2731 Points

  2. Angela Dorsey

    Dorsey Wealth Management
    Torrance, CA
    United States

    570 Points

  3. James Davis

    Partnership Financial LLC
    Columbus, OH
    United States

    291 Points

  4. Erin Baehr

    Baehr Family Financial, LLC
    Stroudsburg, PA

    290 Points

  5. Douglas Hibbits

    Wealth Haven Financial Planning, LLC
    San Antonio, TX

    279 Points

  6. Paul Cordero

    PF Cordero Financial Planning
    Novato, CA
    United States

    254 Points

  7. Lois Basil

    Basil Financial Group
    Chicago, IL

    229 Points

  8. Steve Swicegood

    Conscious Money Solutions
    Amarillo, TX
    United States

    212 Points

  9. Bridget Mermel

    Sullivan Mermel, Inc.
    Chicago, IL

    211 Points

  10. Scott Welikey

    Welikey Financial Planning, LLC
    Smithtown, NY
    United States

    197 Points