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The association you seldom hear about - the Alliance of Comprehensive Planners (ACP) - is now at the center of several trends in the profession—and reaching out to new members. The ACP’s training and mentoring makes it possible for career changers, tax preparers and former CFP students to rapidly build the necessary skills to profitably offer professional advice. Its training has been modernized and made more accessible to a wider audience, and the tax-oriented planning organization with a reputation for flat fee billing is actively recruiting new members. “We’ve trained a lot of advisors over the past 30 years,” says Wesley Stien, founder of Lodestar Financial Management in Arlington, VA, who is ACP’s immediate past president. “But for a long time, our training program was in binders. The world has changed a lot since then, and we decided that we wanted to catch up.” The ACP provides training to career changers who want to build a sustainable business, and new advisors who want a proven system to provide advice and service. The ACP model of financial planning includes seven core concepts that the community uses with clients and in their business practices. The original iteration of ACP required advisors to charge directly for their services. It's still the home of many non-AUM advisory firms. Originally published in Bob Veres' Inside Information in February 2026. Read full article here. *Used with permission from Inside Information (Bob Veres publisher): Get a full subscription at www.BobVeres.com. The Alliance of Comprehensive Planners (ACP) shared additional details of their upcoming 2024 ACP Annual Conference, which will take place October 8th -11th, 2024 at Hyatt Regency’s Riverfront Hotel in Savannah, Georgia. The ACP expects over 100 members to attend this year’s conference – in addition to other advisors, partners, sponsors, vendors, and journalists – which will feature a handful of keynote speakers, a plethora of breakout sessions, multiple preconference workshops, a robust exhibit hall, video, podcast, and other media opportunities, social events and receptions, networking, and more. In addition, the ACP will present two awards to ACP members: The Bert Whitehead Visionary Award, created in honor of the founder of the ACP, and the Stewart Farnell Award for Excellence in Mentoring. Originally published on Yahoo! Finance on June 12, 2024. Read full article here. The Alliance of Comprehensive Planners (ACP), a community of tax-focused, fiduciary financial advisors who provide comprehensive wealth building strategies for their clients on a commission-free retainer basis, recently announced the details of their upcoming 2023 ACP Annual Conference, which will take place November 7-10, 2023 at The Davenport Grand in Spokane, Washington. The ACP expects over 100 members to attend this year’s conference – in addition to other advisors, partners, sponsors, vendors, and journalists – which will feature a handful of keynote speakers, a plethora of breakout sessions, multiple preconference workshops, a robust exhibit hall, video, podcast, and other media opportunities, social events and receptions, networking, and more. In addition, the ACP will present two awards to ACP members: The Bert Whitehead Visionary Award, created in honor of the founder of the ACP, and the Stewart Farnell Award for Excellence in Mentoring. Originally published on PR Newswire on August 22, 2023. Read full article here. |
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