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Do you have clients who seem to miss a lot of meetings? Don't seem to get you the information you need? That may not be following protocol? In this session we will discuss your pain points with your " ...

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For many advisors, the pandemic forced a pivot from in person to virtual meetings. There are certainly upsides to meeting virtually. Now that the worst of the pandemic is (for now) behind us, many adv ...

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By offering tax preparation and planning as part of our client engagements, ACP members can add meaningful value for clients. There are few financial issues that are not connected to taxes in some way ...

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What is "surge" and why should I consider implementing it in to my practice? During this session we will discuss the pros and cons of grouping all client meetings during certain specified periods of t ...

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The ACP Pyramid and Toolkit spreadsheets make it easy to share ACP concepts with clients. But what happens when members choose to go without ACP tools? How can advisors still convey and practically im ...

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We all know clients who are compulsive spenders unable to save enough to meet their goals as well as others who are excessively frugal given their assets, age and life objectives. In addition, we know ...

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Retirement planning has traditionally excluded home equity, however, for many of our clients this can represent 50% or more of their net worth. With income-tax-free proceeds, and no required monthly p ...

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This presentation will cover the benefits of using cash balance and defined benefit plans as a tax strategy for small business owners. We will cover the following: • Why these plans are different from ...

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Early in her career as an advisor, Ann noticed that clients had so many questions about college—and very few advisors were willing to tackle those questions. Since she kept hearing the same questions ...

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Elderly homeowners own more than $11 Trillion in home equity, and many are struggling with a financial plan that fully fund their lifetime expenses, yet financial advisors often overlook this hidden w ...

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As more advisors enter the space, just being a good, experienced advisor is no longer sufficient to differentiate yourself. Getting more focused toward a niche gives you the opportunity to truly set y ...

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Let's spend some time together exploring the major differences from traditional financial planning and planning for those who have a loved one with special needs. Families like mine have to balance be ...

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This session will focus on situational social security as it relates to common issues faced by women, including Situational SS related to women including spousal benefits, surviving spouse benefits, c ...

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The seminar will focus on Situational Social Security. Every client is in a different and unique situation. Clients may be single, married, divorced, surviving spouse, public employees, children, or e ...

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In the financial planning industry, we depend on research to make investment decisions. Then we wing it when helping clients those complex, non-linear financial choices that can truly matter. One tool ...

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Many advisors find insurance confusing and are unsure of themselves when reviewing it for their clients. This session will walk through examples of actual client situations that have come up in the in ...

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Business owners and HNW clients have unique needs. To distinguish yourself from other financial service providers, you have to see things from their perspective. We’ll teach you what business owners a ...

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This presentation offers guidance on talking to clients about investing and explaining the advantages of Dimensional's philosophy and approach. Advisors will learn how to more effectively communicate ...

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After John took off a significant part of 2012 when his children were born, he began to wonder why he had been working so many hours and if there was a better way. In this session he will share what h ...

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“How is my long-term plan doing this week?” This old joke among planners points to a perennial problem planners face: how to deal with clients’ recency bias – giving undue weight to the most recent in ...

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Meredith Briggs joined Taconic Advisors eight years ago when Chip Simon ran the firm as a solo-advisor, excel-based practice. As the firm grew both in number of clients and number of staff, organizing ...

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Learn the legal strategies available to protect clients from lawsuits. From traditional strategies (such as LLCs and LPs) to modern strategies (asset protection trusts, land trusts, equity stripping, ...

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Our speakers will provide a look at having a virtual assistant (VA) help get work done in a practice. John and Sophie will describe what lead them to getting a VA, how they utilize their VA, the legal ...

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Transitioning from tax planning to investing: When do we take our financial planning from the client to the beneficiaries? Learning Objectives: 1.) Determining the late-in-life appropriate asset alloc ...

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Lots of highly skilled professionals chose to follow their "Last Act", with another act and consult in retirement. This creates a unique set of tax planning opportunities and perils. This course will ...

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This presentation will test the attendee's knowledge in compliance areas important to their types of advisory firms. The attendees will be asked a series of questions to gauge their knowledge and soph ...

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Retirement planning has traditionally excluded home equity, however, for many of our clients this can represent 50% or more of their net worth. With income-tax free proceeds, and no required monthly p ...

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This session will be an interactive discussion on what it takes to actually do tax planning in the real world. Steven Jarvis, CPA has worked directly with hundreds of advisors across the country and s ...

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With SECURE 2.0 being signed into law, every blogger, podcaster, media outlet and self-proclaimed tax guru is on overdrive trying to make the biggest headlines, but what does this all mean for you, yo ...

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Since March 2000, Ken Robinson has been running his own financial planning practice. In that time, he's made innumerable decisions about his business. Some have been great, others he wish he could do ...

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Miriam Whitely has developed her style of financial life planning to fit her market niche. She will describe the various approaches she has tried and what she has evolved to use in her practice today. ...

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Congratulations! There was a time when you only dreamed of being the leader you are today. Now, you see even more for yourself and for your future. How will you get there? Sure, you can lead in the wa ...

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Let's face it. Critical conversations are not usually a leader's favorite part of the job. Still, in times of challenge, conflict, or crisis, they're necessary. Let's explore some strategies to: ● Sto ...

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Learn about the Safeguard Rules cybersecurity mandates which became effective this June and what you might still need to set up. IRS will provide a summary and cover the IRS Written Information Securi ...

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Not every ACP Member wants to grow, but it could be argued that all ACP Members want to maintain the business they already have while strengthening relationships with their current clients and the nex ...

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Beyond revenue, profit, and assets: other important measures of the success of our practices. Learning Objectives: Analyze practice metrics and variables to evaluate areas that indicate the health of ...

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Review the results of the recent G2 survey and further the conversation with G2 to ensure they are engaged, fullfilled and committed to the future of the firm. Learning Objectives:  Evaluate factors t ...

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Guided discussion with the attendees to share tips, tricks and hacks to build an efficient practice, leverage human capital, and add value to your firm and clients. Learning Objectives: Identify cost- ...

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Do's & Don'ts: Learn from your peers' success and failures as you build a succession worthy firm. Learning Objectives: Understand the risk and benefit of leveraging supportive resources. Develop busin ...

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This session will discuss the best way to manage client investments. Can you efficiently advise on investments without requiring that they be transferred to your custodian and managed in house? If man ...

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For solo advisors, technology choices, processes and automation, are all vital tools to leverage our professional effectiveness and profitability. In this session, ACP advisors will share their key in ...

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When you start your practice from absolutely nothing, it’s hard to imagine having more business than you need. But that’s where many solos find themselves eventually. This session will discuss a myria ...

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When is it time to add support staff and what’s the best way to do it? What functions might they take on to free up your time for other things? In this session, we’ll talk about the ins & outs of when ...

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This session will discuss how to determine the appropriate size for a solo firm. How many clients can effectively be served by one advisor? Also, we will discuss best practices for maintaining an effi ...

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Financial science and our understanding of what drives asset prices have evolved considerably. The implications on the financial services industry have also been significant, including the introductio ...

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Discover insider tips and best practices to help manage (or even avoid!) the pain that can come with the client tax filing process. This expert ACP member panel will address the common challenges asso ...

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Large cap, small cap, value, growth, international, emerging markets. Different equity asset classes behave differently at different time horizons. Bonds have a known maturity that makes timing them t ...

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There are several factors that make doing Roth Conversions particularly attractive right now. Currently, we are in a very low tax regime. This tax regime is set to expire and revert back to the old ru ...

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Chief Business Officer Joe Haupert shares how to begin succession planning and how to maximize value for yourself, your clients, and your team. We'll cover the differences between the aggregator and t ...

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This session is designed to bridge the gap between advisor terminology and client understanding regarding the world of fixed income investing. This is a particular challenge during a rising rate envir ...