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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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  • Make some cash and make a difference

    February 01, 2012

    It's so easy to become overwhelmed by the bombardment of bad news we see every day, and feel as if the little we can do can't possibly make a difference. Socially responsible investing, or SRI for short, is all about making money while making a difference.

    Erin Baehr

Do you offer tax prep services to your financial planning clients?

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