Secrets of the ACP: A Financial Advisor’s Roadmap to Success & Profitability
Registration is free, but required:
https://attendee.gotowebinar.com/register/3451362995510450701.
Five financial planning practitioners – all of whom were identified via an ACP survey of its members as running highly profitable businesses – will share, in 10-minute mini-presentations, the key factors that have helped them build successful practices. Q&A will follow.
Webcast attendees will learn:
- How to capitalize on strategic partnerships
- How to build strong client relationships
- How to achieve true work/life balance
- How to market and prospect using the ACP formula
- How to run a profitable and amazingly meaningful financial advisory business
- How to get paid to advise on non-traditional and held-away assets
- How a holistic retainer model can smooth out the bumps that inevitably come with market fluctuations, client decummulation mode, AUM or hourly models
TOP OF THEIR GAME
"These five practitioners are at the top of their game when it comes to building great businesses using the
The ACP annual conference, which took place in early November in
On the
https://portlandfinancialadvisorsnetwork.com/advisors/troy-thompson-cfp/
http://www.bluestemfa.com/jacob-kuebler/
http://cambridgefinancialgroup.com/our-team
http://vhfinancialmanagement.com/about
http://www.wmgonline.com/about/meet-the-founder.html
More information about
https://www.impactcommunications.org/marie-swift.html
EASIER THAN EVER TO JOIN ACP
On
Installment payments are also now an option.
A helpful grid that shows costs and benefits for each membership level is shown here: https://www.acplanners.org/acp/membership.
ASSESSING THE OPPORTUNITY
The following white papers are available to help prospective members understand the core concepts and benefits of the ACP business model:
- Retainer Model: The retainer model enables advisors to charge a fee that better reflects the value of all the services financial planning professionals provide. Download the Retainer paper here: https://www.acplanners.org/media/retainer-model
- Tax Alpha: Financial planners are uniquely well-situated to create value by playing an active role in clients' year-round tax planning. ACP's comprehensive tax-focused financial planning model benefits the client, tax preparer and financial advisor. Download the Tax Alpha paper here: https://www.acplanners.org/media/tax-alpha
- Holistic Financial Plan: a holistic financial planning model, in which the advisor has hands-on involvement with all areas of the client's financial life, delivers real value to consumers. Download the Holistic Financial Plan paper here: https://www.acplanners.org/media/holistic-financial-plan
ABOUT THE ALLIANCE OF COMPREHENSIVE PLANNERS (ACP)
Press contact:
Leesy Palmer or
800-974-7753
[email protected]
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