By Micah Shilanski, RFC An exert from his upcoming interview in the Jan/Feb Register… Every morning, yes every morning, I wake up and spend the first 30 to 60 minutes getting my head in the right frame of mind. I spend 10-15 minutes writing out my goals for the day. I am a big fan of technology and being paperless, but for this exercise I put pen to paper. I have a nice binder and write down my goals every single day. Once I have all my goals written down, I start listing out what I need to do that…

Currently the IARFC is recruiting sponsors for the National Plan Competition. On the Corporate level, we are very happy to announce that Cetera Advisor Network and Royal Alliance have become sponsors. With their commitment we move forward with our plans for Las Vegas and giving the finalists a venue to present their Sample Plans for the judges. On the Individual Level, we are pleased that many IARFC members have contributed. The Plan Competition gives hands-on development to young people by teaching them the skills necessary to provide the services advisors currently give, to the next generations. It is evident that…

We are now recruiting advisors for the final phase of judging for the National Plan Competition in Las Vegas.  Three teams of finalists will present their plan, in person, in front of a panel of judges – that could include YOU! Be there and be a judge! Each team has to combine facts, figures AND professionalism.  Ultimately, the judges are asked to think as a client and pick whom they would engage to implement their financial plan. The experience and knowledge of successful financial professionals is most important to the conclusion and selection of the best plan.  The IARFC needs…

The November Register will have an article entitled Advising Your Clients on Pension Plan Options. Below is an exert. You can read it in its entirety in the November issue coming out soon… By Jeff Rattiner, RFC There are certain guidelines that you may want to re-enforce to your client when selecting a pension plan option.   You should include the following: • Don’t select an option if you don’t understand how it works. • Keep your retirement planning as simple as possible. • Be sure that whoever advises you is technically competent and professionally qualified to perform the…

By Ed Morrow Your cell phone usage can enhance your “service image” and also “emphasize privacy” but also has the potential to subtly insult your client. Have you ever been in a meeting and had the person you were talking with getting a lot of calls? Each time they reached for their cell phone to see the caller, they were deciding “Who is Most Important – you or their caller?” One financial consultant, who is really very busy and receives lots of calls, makes an issue of this. As he starts a session with a client or prospect, he says,…