Benefits of Membership
Every stage in the life of a practice presents challenges--business set-up, getting clients, working efficiently, developing staff, planning for succession--while staying current on the professional knowledge needed to provide the best advice to clients.
With ACA, you can access the resources you need to meet those challenges successfully while leveraging the knowledge and experience of the member community to achieve your goals.
The ACA System™ is a proven business model for growing a profitable holistic financial planning practice. It can be easily implemented into your practice at any stage,
- saving you the time and money normally associated with a start-up business,
- providing focus and direction to reach sustainability,
- adding predictable recurring revenue to an established practice.
The ACA System™ integrates a philosophy of financial planning for real people with a modular delivery system to create a service that is profitable for both the financial planner and the client.
Read about the foundation of the ACA System™ - the Core Concepts.
ACA Core Tools
These spreadsheets, templates and documents support each appointment in the ACA System™ and are designed to be used right in front of your clients - and your clients will actually understand how they work!
Your days of reinventing the wheel are over. Membership includes access to a wide collection of member-shared and ACA-designed calculators, analyzers, letters, client handouts, seminars, and more. It also includes recordings of annual conference presentations, conference calls, and webinars, for online streaming or download.
Our turnkey web services program helps you register your domain name, select a template, complete a short form and establish your web presence in less than one month. All templates are built on the easy-to-edit and search-engine-optimized Wordpress platform. You can blog, integrate your social networking, link to client resources on the ACA national site, use our drip email program for prospects, and more. Sites from our program include:
Drumlin Financial Advisory
Wedgewood Wealth Counsel, LLC
Kure Net Worth Management, LLC
Suggested Funds List
A pre-screened list of no-load mutual funds and ETFs to use as a starting point for your investment recommendations. Covering both active and passive funds, it's published three times per year by a team of your colleagues.
A quarterly newsletter for your clients and prospective clients written by ACA members. It contains timely articles and features ready for you to customize and send to your mailing list. Financial Focus Archive
Discounts on Third-Party Services and Products
The savings continue to add up when you use these third-party discounts on the services and products proven most helpful to fellow members.
The ACA Success Program pulls together the philosophy, strategies, and tools of the ACA System into a step-by-step learning experience focused on practical application. The ACA Success Program Quick Reference Guide provides an overview of each module.
You will be fully prepared to grow your profitable holistic planning practice while enjoying the flexibility to:
- Work at your own pace to master the materials.
- Start generating revenue immediately, even while you are completing the training program.
Access multiple training approaches to ensure that you connect with your learning style and schedule: written self-study, recorded and live webinars, classroom instruction, case study exercises, role playing and more.
Build on what you already know.
ACA members are in business for themselves but not by themselves. They are dedicated to helping one another achieve success, however defined. As an ACA member you will have access to scores of virtual partners to answer questions, brainstorm, and provide encouragement and guidance.
Our online member community keeps you connected with your colleagues and the organization. Use the Discussion Forum to receive timely support on a pressing matter. Use advanced member search features to find fellow members who practice like you (or how you'd like to).
The ACA BrainTrust
Our ongoing initiative to map, organize and synthesize the marketing, practice management and financial planning knowledge an advisor needs to stay successful in an ever-changing environment.
Special Interest Groups
Hone your skills when you join a software user group, a niche market group, or one of our other advisor-led special interest groups.
Maintain your edge with the most innovative ideas and solutions appropriate for your practice while nurturing relationships with your peers. The 2013 ACA Conference will be held November 6th through 9th at the Westward Look Resort in Tucson, Arizona.