Member Testimonials

"For me, ACP means having a turn-key, time-tested financial planning process and system for adding tremendous value to my clients and allowing me to charge an appropriate fee for doing so. I was able to jump right into marketing my practice and working with clients shortly after registering with my state, rather than spending countless hours developing a financial planning process or deliverable. ACP has allowed my firm to become profitable within its first year and has provided a solid foundation for my clients' and my business's success."

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"As a career changer, I joined ACP in September 2017 having completed the CFP® coursework but having not yet taken the exam nor created an RIA. Now in October 2018, I am a CFP® professional, and I have formed my RIA and developed an approach with which I'm comfortable marketing my services based directly on what I've learned from the ACP coursework, the live-training program and, most importantly, the people I have met through ACP. Simply put, I couldn't have done it without ACP."

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"I feel so fortunate to have 'grown up' in the ACP family. The incredibly positive influence that this organization and its members have had on me is really hard to quantify. Being a part of this tribe has provided tremendous intangible benefits."

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"ACP has provided me with a proven process on how to work with clients, a transparent fee/pricing methodology, adaptable planning tools, and over 150 ACP 'partners' who share knowledge whenever I need help. It's the best of both worlds—independence with the resources of a large firm."

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"I became a member of ACP for the training 10 years ago; I stay a member for the collective brain trust and the community. ACP provided the methodology to deliver comprehensive planning, the gold standard of the profession. The knowledge-sharing from ACP members is worth more than the annual dues."

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"As a career changer and lifelong W-2 employee with no prior business owner experience, ACP gave me the courage, confidence, tools, and support to successfully start and build my practice. Ten years later, ACP has been there every step of the way. For me, ACP is all about the community and friendships."

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"Your sentiments capture how I felt when joining ACP and still do four years later. The tools ACP provides—like the Pyramid and Fee Calculator—were more than enough to get started and continue to guide me today. The training materials and support remain invaluable for my practice."

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"I have been a member for 10 years and ACP has helped me grow and sustain my practice. While I don’t use the tools as much as before, I regularly benefit from the discussion forum. I also participate in other networks like XYPN, but my heart is in ACP. I always look forward to the ACP Conference."

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"The 'great people' in ACP all share the desire to serve their clients first. They provide real guidance, not product sales or asset gathering. Financial planning the ACP way could cure much of the personal financial dysfunction in the U.S. today—at a fair cost to the recipient."

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