Saturday, December 16

Monthly Archives: July, 2016

By Bill Bachrach  (exert from The Relationship Bridges article from the Register) How can you improve everything you currently do for your existing clients? Here are four words that might help.  Visual. How can you make everything you do more visually interesting and therefore easier for your clients to understand everything they receive from working with you?  Engage. What can you do to engage both spouses in the conversations about their future and the financial decisions necessary to make that future a reality while protecting against the inherent risks of life and world events?  Compelling. How can you make every…

The results of the MRFC Certification Board elections are in.  Elected by a membership vote are Barry Dayley, RFC®, CFP® – Money Concepts in Afton, WY and Dr. Walt Woerheide, ChFC, CFP®, RFC® – The American College in Byrn Mawr, PA.  Both IARFC members have extensive experience in the financial services industry. “This is an exciting time of change and development for the IARFC,” said Chairman H. Stephen Bailey. “We welcome the guidance and expertise of these two gentlemen to our MRFC Board.” The MRFC Board oversees the accreditation process for the proposed new financial designation that the IARFC is…

By Susan Cappa The IARFC has just spent the past couple of weeks orchestrating the move of the Association Headquarters. “We did not just move furniture,” comments IARFC Operations Manager Charlotte Isbell.  “We moved people and memories.” Having been at the prior location for 20 years, it was a huge task to plan, organize and finally get the boxes unloaded in the new offices.  A total evaluation of past IARFC history was completed with huge amounts of time devoted to scanning and shredding.  It was a timely opportunity to convert old, but still important files to electronic format. Along with…

With the main goal of increasing membership, the IARFC Chairman, H. Stephen Bailey has issued members a challenge – Send In Referrals!  Each member has someone they can refer. Membership goals are not met unless everyone does their part.  At the minimum, talk about the IARFC to your Associates.  The more members, the more influence, the more benefits.  It’s a win-win for us all! Download Member-Refer-A-Member form.  Take a few minutes to fill out the form and return it to the IARFC Team.