Saturday, December 16

Monthly Archives: August, 2014

Exerts from Michelle Blair, RFC “Pearl’s” article in the September Register. If we thought that technology was changing quickly 30 years ago, watch out for the future!  Before, we would measure major change cycles in years, but today there is something new and exciting on a daily basis.  For instance: Everyone maintains their “life” on a phone or tablet these days We use Skype on a daily basis An Outlook calendar sees “where” everyone is CRM maintains our database Financial plans are entered into software Branding yourself on social media is the way to go. NEVER let the personal touch…

Recently a group of subject matter experts (SMEs) convened in Middletown, OH to write the items (questions) for the exam component of the MRFC Proposed Designation. The subject matter was determined through a survey that many of our members responded to earlier in the year. The results of this in-depth questionnaire determined a percentage blueprint of subject matter domains and their weight of exam questions. The final tally ended with 13 topics: Client Engagement Process, Retirement Planning, Insurance Planning, Education Planning, Estate Planning, Professional Conduct, Plan Development, Data Gathering, Ongoing Monitoring, Tax Planning, Investment Planning, Regulations and Compliance, and Practice…