Sunday, October 17

Yearly Archives: 2015

Thanks to IARFC President Pete D’Arruda, you can get a quick insight into the latest event in Charlotte, NC.  Held at Charlotte Motor Speedway and hosted by the IARFC and HB Financial, the competition once again showcased some of the young talent entering the financial services sector. https://vimeo.com/129809268 Congrats to the winners! 1st Place David Ferraro and Staci Rezendes of Bryant University, Smithfield, RI, Faculty Advisor –  Mara L. Derderian 2nd  Place – Kristin Cranford and Victoria Davis of Winthrop University, Rock Hill, SC, Faculty Advisor – Dr. Philip Gibson 3rd Place – Nicholas Zacchilli of Bryant University, Smithfield, RI, Faculty…

Teams from Bryant and Winthrop University posed for a photo op the day before the Finals of the National Plan Competition. Pictured with IARFC Board Directors and Members are:  Team 1 – David Ferraro and Staci Rezendes and Team 2 – Nicholas Zacchilli from Bryant University, Smithfield, RI. Faculty Advisor – Mara L. Derderian, RFC®.   Kristin Cranford and Victoria Davis make up Team 3 from Winthrop University, Rock Hill, SC. Faculty Advisor – Dr. Philip Gibson. Attendees had just completed the Business Owner Consulting Workshop (BOCW) given by IARFC CEO Ed Morrow.  These students are getting a taste of the…

If you have not heard, the IARFC is holding the Business Owner Consulting Workshop and the Finals of the National Financial Plan Competition at the Charlotte Motor Speedway this year. The Association has teamed up with the Charlotte Motor Speedway Club to give attendees the unique opportunity to conduct business along with touring this nationally known NASCAR facility.  It’s two days worth of events:  workshop, tour, dinner and then the competition finals – all in one visit! Business Owner Consulting Workshop Wednesday, April 29th begins with the Business Owner Consulting Workshop (BOCW) – conducted by Ed Morrow, CEO of the…

The IARFC is set to hold the Semi-Finals of the National Financial Plan Competition on Thursday March 12, the day before its annual Board Meeting. The Directors will be on hand to judge teams from Bryant University, Shepherd University, Virginia Commonwealth, Western Carolina and Winthrop University as they present their financial plans via gotomeeting – ultimately selecting three to move to the Finals in Charlotte, NC. This year’s Semi Finalist team members are: David Ferraro and Staci Rezendes from Bryant University, Smithfield, RI – Faculty Advisor Mara L. Derderian, RFC® Nicholas Zacchilli from Bryant University, Smithfield, RI – Faculty Advisor…

Les Anderson, longtime IARFC member, was recently awarded the prestigious Loren Dunton Memorial Award at the Cetera Advisors Connect Conference in Denver, CO. On hand to present the award was IARFC Chairman and CEO Ed Morrow. This award is given to a person who has made a substantial contribution to the financial services profession and/or the financial interest of the public – thus carrying on Dunton’s mission and vision. Loren Dunton was able to use his experiences to frankly explain what all financial advisors now recognize – that the ethical sales of financial products and the delivery of competent advice…

By Susan Cappa We are excited about the addition of Richard Weylman to the CE@SEA Continuing Education Session during the upcoming Cruise to the British Isles in August.  From his current best selling book The Power of Why, Richard will explore the topic “Breaking Out in a Crowded and Competitive Marketplace.” His groundbreaking message keys off of a fundamental change of 21st century business – the shift in power from advisor and firm to the client and prospect.  Throughout his presentation, Richard demonstrates how explaining who you are, what you do, or even how you do it is not the answer…