Videos about ACA

2010 NAPFA National Conference

During the 2010 NAPFA National Conference ACA members from various backgrounds sat down to record brief interviews about their backgrounds, what led them to join ACA and why they maintain their ACA memberships.

Established Financial Advisor
Linda Leitz, CFP®, EA - financial advisor who already had an established practice when she joined ACA

Career Changers
Al Davis, CFP® - former banking executive going out on his own as an independent advisor

Jo Anne Paynter CFP® - former government employee who used the ACA System to build her practice and is now using the ACA community for succession planning.
Part 1
Part 2

CPA Professionals
Bridget Sullivan Mermel, CFP®, CPA - converted her tax practice to a financial planning practice that integrates income tax planning and preparation

Ryan McClung, CPA/PFS - using the ACA System to integrate wealth management services into his tax practice

2008 ACA Annual Conference

At an improptu roundtable during our 2008 Annual Conference, ACA members Linda Leitz and Jill Gianola share their thoughts about ACA membership.

ACA member Linda Leitz, CFP®, EA, discusses the following topics.
Why should a financial advisor join ACA?
How has your partnership with ACA helped during the economic crisis?
Why is now a good time to join ACA?
Why should a consumer work with an ACA member?

ACA member Jill Gianola, CFP®, discusses the following topics.
Why should a financial advisor join ACA?
How has your partnership with ACA helped during the economic crisis?