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Podcasts

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.

2011 Calls

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

2010 Calls

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

  • 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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