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Marketing Fee-Only to Middle America

When Bert Whitehead gave this presentation at the 1995 NAPFA National Conference he was so overwhelmed by requests from attendees wanting to replicate his success that he started a company to train and support them. These audio tracks will help you understand why the ACA System™ is still generating so much excitement today. 

Introduction 
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Packaging Your Services
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Pricing
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Promotion
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Presentation
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Questions & Answers 
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  • 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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