Marketing Fee-Only to Middle America
In 1995, ACA founder Bert Whitehead delivered this presentation at the NAPFA National Conference.
Yikes ... What Do We Do Next!
ACA founder Bert Whitehead, MBA, JD and author of Facing Financial Dysfunction, explores current finacial cycles as they relate to the economic crisis. This presentation was developed for clients of ACA members to help educate them about the state of the economy.
ACA Member-Prospect Calls
ACA members share their stories of becoming successful fee-only financial advisors. The Q&A sessions touch on compliance, marketing, mentoring, software, the ACA System™ and the ACA community.
February - hosted by Shanda Sullivan and Jim Davis
October - hosted by Ken Robinson and Kevin Jacobs
August - hosted by John Discepoli and Jim Davis
April - hosted by Bert Whitehead and Kevin Jacobs
September - hosted by Chip Simon and Ryan McClung
August - hosted by Bert Whitehead, Karen Folk and John Discepoli
July - hosted by Tedd Oyler & Judy McNary
June - hosted by Ken Robinson
May - hosted by John Discepoli & Anthony Salotto
March - hosted by Tedd Oyler & Judy McNary
February - hosted by Jim Davis & Brent Perry
January - hosted by Penny Marchand & Judy McNary
December - hosted by John Discepoli & Linda Stratton
October - hosted by Jeff Augustine & Bill Starnes
September - hosted by Jill Gianola & Jackie Kleinman
August - hosted by Doug Taylor & Kevin Jacobs
July - hosted by Mark Helm & Dave Gardner
June - hosted by Jim Davis & Chip Simon
May - hosted by Phil Watson & Mark Folgmann
April - hosted by Cliff Straub & Pat Konetzny
March - hosted by Jim Davis & Kathy Dollard
February - hosted by Greg Fenton & Bill Cuthbertson
January - hosted by Jim Davis & Doug DeGain