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Cathy Stegmaier

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1 to 5 of 24 total

The Three R's of a Retainer-based Practice: Revenue, Retention and Relationships

Posted By Cathy Stegmaier 04-27-2013 03:27 PM
Found In : Events
Which compensation method you will use in your practice can be a difficult decision. You need to be fairly compensated for what you do, and your compensation method needs to reinforce the client experience you are creating. Does your compensation method: Align your compensation with the value ...

ACA

Posted By Cathy Stegmaier 09-24-2011 04:30 PM
Found In : Glossary
Alliance of Cambridge Advisors

ACA Webinar (open to non-members): The Investment Returns Database

Posted By Cathy Stegmaier 01-26-2011 01:32 PM
Found In : Events
The Investment Returns Database A database of Ibbotson's SBBI investment returns plus international stocks. This is an Excel file which shows investment returns from 1926 - 2011. The data mirrors Ibbotson's SBBI data with S&P 500, US small cap, intermediate government bonds, 30 day T-bills and ...

Open Webinar: Attracting and Working with Young Adults

Posted By Cathy Stegmaier 01-26-2011 01:32 PM
Found In : Events
Join us for an expansion on this very popular presentation from the conference. Jacob Kuebler, Linda Leitz, Penny Marchand, Judy McNary and Jackie Kleinman have continued to work on their information since they got home and will share with us their latest thinking on alternative methods of reaching ...

ACA Webinar (available to non-members) Family Members Working in Your Business

Posted By Cathy Stegmaier 01-26-2011 01:32 PM
Found In : Events
Family Members Working in Your Business This panel discussion explores the good, the bad and the ugly of hiring family members. We will explore issues of compensation, supervision and maintaining healthy boundaries between work and family life. August 16 th 2:00 PM Eastern Time ...