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Higher Logic™, the leader in social media and collaboration solutions for associations, not-for-profits and member-based organizations worldwide, presented: FROM COMMUNITY TO BRAINTRUST on Thursday, February 21 at 2:00PM Eastern. Members of the Alliance of Cambridge Advisors, Inc. (ACA) have been connecting and sharing online since 1996, so the move to a more robust and private online community in 2009 was just one more step in organization's social evolution. Creating the online community and watching it grow into an active BrainTrust has been something else completely. In this interactive session, ACA will demonstrate how their BrainTrust project took their private social network, combined it with other technologies and re-energized the ACA membership – all on a shoestring budget. Discover the tools you need to build a BrainTrust or “Community Camp” for your members: 1. Gather materials...and friends. Listen to the ACA user story and see the processes (and people) involved in implementation. 2. Set up your tent. Hear lessons learned to create a cross-channel communication balance. 3. Start a fire. ACA will share strategies for attracting new members and getting them acclimated to the community. 4. Enjoy! See what’s next for ACA Connect! THOUGHT LEADERS: Cathy Stegmaier, Executive Director and Arlene Donley Moss, Member Resources Coordinator, for the Alliance of Cambridge Advisors, Inc. (ACA) ABOUT ACA: The Alliance of Cambridge Advisors (ACA) got its start in 1995 as a for-profit training company helping financial advisors who wanted to teach their clients how to make better decisions about their money. ACA members practice holistic financial planning - they recognize that all life decisions involve money in some way and therefore work with their clients to understand why they make the decisions they do and help their clients integrate their money and their lives. See ACA’s private social network in action, visit ACA Connect. Learn more about this interactive webinar series: www.higherlogic.com/resources/learning-series.
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TO BRAINTRUST
FROM COMMUNITY
Who is ACA?
• National organization for holistic financial advisors
• 150+ members• 4 full-time staff• Connected Community client since
2009 – 221 profiles– 3903 files – 17,185 postings– 93 communities
The Problems
• « I can’t find what I’m looking for. »• « I just want to browse and see what’s out
there. »• « Umm…don’t we have anything more
recent? »• « I give up. »
FIX IT!« The highest priorities are to elicit, organize,
make accessible and present the collective knowledge of the ACA community, known as the BrainTrust, in critical areas of marketing and staffing by the 2012 annual conference, and to develop and present a project plan and road map by the 2012 annual conference in remaining areas of client acquisition, client service and practice management. »
Explored Rejected
• Replace Higher Logic completely• Use only the collaborative aspects
of Higher Logic and find a different provider for file/knowledge management
• Beg and plead with Higher Logic for nested tag, faceted search or other customization
Our Solution
ACAConnect
Our Team
• Paid staff:– Executive Director– Member Resources Coordinator– Professional Development Coordinator
• Steering Committee:– 9 hand-picked members to champion the project
and create a replicable system
What We Did
SCREEN SHARE
3, 2, 1….LAUNCH
• ACA Conference 10/3-10/6/2012– « If I Only Had a BrainTrust »– Short Introduction/Demo during Annual Meeting– Kiosks and Contests– Vote for logo (online for non-attendees)– Tech Expo table and in-depth presentation– Visioning the future– Roundtable discussions and signups
Educate & Engage
• Webinars for those not at conference• DEAP Days (Drop Everything And Post)• BrainTrust Bash– Profile Updates– Adding Files– Posting to Forums– Comments– Recommendations
Results to Date
January 2013 vs January 2012• 19% increase in # of Discussion
Forum Postings• 49% Increase in # of Library
Postings• 433% increase in # of Library
Ratings
Challenges & Next Steps
• More than a search tool• Maintaining Momentum• Large quantity of existing content• Curating new additions• Filling gaps• Member-Driven / Member-Owned• Members who are self-employed• Keeping excitement
The Future
ACA’s vision: Elevating the practice of financial planning.
ACA’s mission: Sharing wisdom. Growing wealth. Transforming lives. Building ideal practices.
Thank you!
Cathy StegmaierExecutive Directorcathys@acaplanners.org888-834-6333 ext 707
Arlene MossMember Resource Coordinatorarlenem@acaplanners.org888-834-6333 ext 704
We welcome your feedback and questions.
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