Tuesday, July 23

Yearly Archives: 2015

Act NOW! Viking is now offering risk-free cancellation on all 2016 new river cruise bookings! That means booking between Dec 16 – Dec 31,  2015. What better time than now to book the IARFC Rhine Getaway.  Enjoy peace of mind knowing that if you decide to cancel for any  reason, you get your money back.   Deposit is due within 3 days of the booking.  Final payment is due the end of December. Call IARFC Cruise Director Starr Morrow and Heather Tucker today and ask about Viking’s  “Risk-Free Cancellation Waiver.”

This might be the time of year for mailing your Christmas packages but here at the IARFC in Middletown, OH, we are getting packages of a different sort.  With a postmarked deadline of December 15th, entries from students in the National Financial Plan Competition are being delivered to our doorstep daily. Upon opening, the plans go through Stage 1 – which is to document ownership and determine if the fundamentals of plan prep were observed.  This would include following directions on use of binders, tab, table of contents, etc. After passing this initial evaluation, the plans will be reviewed by…

Steve Bailey, IARFC Chairman presented Royal Alliance Advisor and RFC® Jon M. Rogers of Rogers Financial Group, LLC the prestigious Loren Dunton Memorial Award during a Holiday Client Appreciation Event at the Poinsiett Club in Greenville, SC last week. The 2015 recipient has more than 40 years of experience in financial investment with a Ph.D. in financial management. With quantifications in asset management, Jon specializes in the development of financial plans with major emphasis on wealth accumulation, retirement planning, investment planning and estate planning. As an Adjunct Professor at Webster University and North Greenville University, he teaches finance, marketing and…

Make sure you are current with your IARFC membership and have received your current 2015 Renewal Sticker.  These stickers can be easily affixed to your framed RFC Certificate. If you are not up-to-date and still wish to be part of the IARFC, contact Amy Primeau in Membership Services to renew your membership. Current members are able to utilize the RFC Designation and the IARFC Brand which promotes the professional Financial Consultant to the public.  Renew Now! IARFC Mission Statement The IARFC will foster and enhance the growth of our association for the benefit of our members and the clients…

As a Registered Financial Consultant one of your most important services to your clients is to keep their documents up-to-date. That is important for you and your family as well. While we might encourage you to perform your own comprehensive review, it probably will not be effective. Why? Because you are likely to procrastinate! How to use this Checklist…. Go down the list and pick one or two items that you should address or review personally. Don’t worry about the ones you have not selected. Pick a day of the week when you can “squeeze” out a bit of time…

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…

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