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Announcements

Weekly Announcements - May 21, 2013

By: Rosanna Norwood, May 21, 2013 3:22 PM

IMPORTANT ANNOUNCEMENT TO ALL ACA MEMBERS

By: Arlene Moss, May 21, 2013 12:18 PM

Message:
Today the Board of Directors asked Cathy Stegmaier to step down as Executive Director. We have engaged the transition firm of Transition Management Consulting, Inc. for 90 days to help us with this change. Mike Nizankiewicz will act as Interim Executive Director. Cathy will stay on to help during the transition process.

Reasons for... View Archive

Upcoming Events

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Latest Blogs

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  • Why Individuals Should NOT Pick Stocks – Perspective from a former “Wall Street” Analyst

    By: Anthony Kure May 21, 2013 3:09 PM

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    By: Tedd Oyler Dec 27, 2012 11:35 AM

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Resource Corner

SHAREDOC of the WEEK: 

Cash Flow Spending Guide from John Dulmage,  an excel spreadsheet to help clients figure out "how much is enough" or what their spending is for use in the Retirement Analyzer in the ACA tool kit.

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 May: 

To help you keep up with new or revised resources we will highlight three per month in Practice Management, Financial Planning and Marketing.

Financial Planning:  Goal Setting - The Softer Side of Financial Planning.  This audio recording from the 2006 conference is an oldie but a goodie.  Kathleen Rehl talks about the importance of addressing the softer side of financial planning.

Practice Management:  The HR/Staffing Branch of the MindMap.  Browse through the ACA BrainTrust regarding this topic.

Client Acquisition and Retention:  Crafting Your Message so People Want What You Have.  This All Member Call with Casey Truffo, marketing coach, teaches you how to answer the question, "What do you do?" in a way that makes people eager to hear more.

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