Monday, November 20

Monthly Archives: November, 2015

We have a new Editorial Calendar for 2016 for the Register. Anyone wishing to write for our industry-affiliated publication will find the themes listed and suggested topics to be covered for each issue. Themes on tap for the upcoming year include: Introduction to the MRFC Exam Marketing and Engaging the Millennial Client and Consultant Helping Couples to Build Wealth the Importance of the Financial Planning Process Complete Coverage of our Financial Plan Competition Each of these themes can address the seasoned professional as well as someone new to financial practice. The Register also includes articles written for the consumer…

Advisor Launchpad is hosting a webinar focusing on Social Media strategy and how financial service reps are using it to help grow their businesses. In this increasingly competitive and fast-paced profession, if you want to attract quality leads and keep your business on the leading edge, a good social media strategy is a must. Social media is fundamentally changing the way people communicate, and financial service companies can’t afford to be left behind. In this presentation you’ll learn: How financial professionals are leveraging LinkedIn, Twitter, Facebook & YouTube in their marketing efforts The Four E’s of content marketing Where to…

Get $10 off on your IARFC Online Branding, Image Building and Professional Tools. Take another look at the IARFC brochures and remember – you can’t communicate TOO MUCH with your clients.  Branding yourself and your message has never been easier. What About IARFC Consumer Brochures? Get the image out to your prospects and clients that you are an RFC and what that means to them as consumers.  The IARFC consumer brochures places an emphasis on Ethics – an obvious topic of considerable concern. Visit the IARFC Store NOW!  (Offer good until November 30th)

Every consultant has a different attitude when it comes to the Fact Finding and Discovery process for their specific clientele. No two consultants are going to take exactly the same approach. Get the real story on how to draw the much needed information from your Clients. Download your “Free” How to Find the Facts  white paper! Topics Include Fact Finding Not a Do-It-Yourself Project, Discovery—A Process Why Conduct Discovery When To Conduct Discovery Listening Practices Being an Active Listener Being a Good Questioner The Power of Questions Advanced Skills Ending Result—It’s All the Same…

Recently, we asked the members their opinions on CE topics. The complete survey can be found on CE Survey – October 2015 A few of the results: Most preferred method of obtaining CE was online.  CE combined with a landed events in US came in a close second. Type of online CE preferred was very close between reading & answering questions online and webinars. Main CE topics of interest:  Ethics, Investment Advisor-Fee Only Service, Annuities, Trust Protector and Planning For those of you who are interested in attending a landed CE event – Orlando, FL, and Charlotte, NC were the…