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Industry e-Alerts

Stay up to date with industry trends.

If you would like to receive regular updates about the hot issues and topics that top financial advisors are talking about and dealing with, click on the icon below to subscribe to the RSS Feed or contact Valerie Kriss at valeriek@acaplanners.org to be added to our e-mail list.  

Below are some of the recent e-Alert topics.

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Working with challenging clients

August 15, 2009

One of the most challenging and rewarding parts of a financial advisor’s job is working with clients. It can be very frustrating when clients seek the advice of a financial advisor to get their finances in order only to ignore the suggestions they get and revert back to old habits. What is the best way to deal with this type of clients - honesty, scolding, digging to find the root of the problem, washing your hands of the situation if you see it is not improving?

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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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