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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 experiences as holistic financial advisors with prospective members. The discussion includes details about using the ACA System™ to build a successful fee-only financial planning practice followed by a Q&A session.

August 2010 - hosted by Doug Taylor and Kevin Jacobs
July 2010 - hosted by Mark Helm & Dave Gardner
June 2010 - hosted by Jim Davis & Chip Simon
May 2010 - hosted by Phil Watson & Mark Folgmann
April 2010 - hosted by Cliff Straub & Pat Konetzny
March 2010 - hosted by Jim Davis & Kathy Dollard
February 2010 - hosted by Greg Fenton & Bill Cuthbertson
January 2010 - hosted by Jim Davis & Doug DeGain

December 2009 - hosted by Jim Davis & John Scherer
October 2009 - hosted by Kathleen Rehl & Chip Simon
August 2009 - hosted by Cliff Straub & Brian Shea

  • Are you comfortable taking risks?

    September 01, 2010

    Perhaps the most critical decision you can make about investment management is how much risk to take. Once you have determined an appropriate level of risk, you can start making asset allocation decisions such as the percentage of your portfolio to be held in stocks. This analysis is vital to your financial success as asset class selection is the most significant factor in investment performance.

    Dave Gardner

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