I am so excited! We have developed great materials for our members to utilize while talking to prospects; and even more exciting is the promotions that we have put in place for the 2012 calendar year.

First, our Business Card Brochures will be headed out to all of our members very soon. These cards are a great closer for your ACA prospect conversations. After all, once a great conversation has taken place, you need something you can give them - something professional that you can be proud to hand out and after all it beats looking for a scrap of paper and asking if anyone has a pen. Awkward! The cards contain highlights of ACA membership and the contact information needed to take the next step. It’s going to be a great tool for all of you. [more]

Managing your ACA membership is a little like an onion – there are layers, sometimes it stinks, and it can make you cry if you don’t know the tips and tricks.  Here are five things you may not know about keeping your membership information up to date:

1) Your information is not stored where you think it is. [more]

It’s hard to work on your business when you’re so busy working in your business.

We all know that professional development is important.  From a tactical perspective, you have CE requirements to meet.  Strategically, you want to continually raise the bar of excellent service you provide your clients.  That includes keeping abreast of new information, staying on top of changes in the law and regulations that effect financial planning as well as deepening your skills and understanding in key areas.  [more]

Last time I wrote about some of the things you may have missed during tax season.  Today I want to start talking about what we’re doing to achieve ACA’s “Ends”, and I want to talk specifically about the Brain Trust Project.

That ACA members have the financial planning, practice management and marketing resources they need for professional success, no matter where they are in their practice life cycle, has been designated as a special emphasis End (goal) by the ACA Board of Directors. [more]

Pay Down Debt or Save and Invest? Click here to read the full blog.

Why Women Need Social Security - CLICK HERE to read full blog.