Sunday, October 17

Yearly Archives: 2017

2017 Loren Dunton Memorial Award H. Stephen Bailey RFC, Chairman of the IARFC presented the annual Dunton award to Ric Edelman April 24th during the recent Edelman’s Family and Friends event held at the Hilton McClean Tysons Corner in McClean, VA. Ric received the Dunton Award as an individual who has made a substantial contribution to the financial services profession and/or financial interests of the public. For 30 years, Ric Edelman has worked to teach everyday people about personal finance. He’s widely regarded as one of the top advisors in the advisory field, having been named in 2016 among the…

Available in the IARFC Store NOW! Have you recently been granted your “Ethics Approved” Status?   A visual reminder to those clients and prospects visiting your office is our Ethics Approved Plaque now available on the IARFC Store. In this day and age where ethics is a factor in choosing and keeping a financial consultant, this approval is more critical than ever.  This is more than just a branding opportunity, it is testament to your high standards – and the IARFC stands behind you. The Path to Being “Ethics Approved” The IARFC Team reviews all membership renewals submitted to the Association and…

We are proud to recognize Dr. Rosilyn Overton, Ph.D., CRPS, LTCP, CFP®, RFC® of Mid-Atlantic Securities, Inc. in Great Neck, NY with their Association Founder’s Award. In honor of the IARFC Founder John J. Gargan, this tribute is presented to members who have delivered significant service to the operations and growth of the International Association of Registered Financial Consultants. Founder’s Award Criteria Past or present Board Director, Officer or Committee Member, Professional designation or credential holder awarded by the IARFC, Clean regulatory record Member of good standing for a minimum of 5 years Adhere to the IARFC Code of…

We are proud to have an award recognition program dedicated to members who have contributed to the growth of the Association. The Member’s Award is presented annually in appreciation to top IARFC members who have sponsored the most qualified professional consultants that subsequently joined the ranks of the Association. By encouraging these professional consultants to become members of the IARFC, these recipients help their peers tap into a premier network of value added benefits. Along with an engraved award of recognition, the winners will be listed in the Association’s publication the Register. A photo will be included as recognition of…

Our Board of Directors concluded another successful annual Board Meeting in Charlotte, NC on March 15th. The agenda for moving forward in 2017 will be an aggressive membership drive, final application to the National Commission for Certifying Agencies (NCCA) for its Master Registered Financial Consultant (MRFC) credential and a dedicated strengthening of connection to the International Chapters. Board Directors in attendance included: Chairman H. Stephen Bailey – HB Financial Resources, LTD in Charlotte, NC; Vice Chairman Nicholas A. Royer – Group 10 Financial, LLC in Maitland, FL; Treasurer Jon M. Rogers – Rogers Financial Group, LLC in Greenville, SC;…

The International Association of Registered Financial Consultants (IARFC) announces that Rick Stanzione, RFC® of R&R Group, Inc. in Washington Terrace, UT has recently been elected to the IARFC Board of Directors. Joining Rick in March for the annual Board Meeting in Charlotte, NC are re-elected Board Members, Pete D’Arruda RFC®, Michelle Blair RFC®, and Jim Moss RFC®. As the president and CEO of R & R Group, Inc. dba R & R Group Insurance Services, Rick Stanzione, RFC® has consistently been a leader in the financial services field as exemplified in his many achievements and recognitions – Top of the…

Building Your Impact Brand  Branding for the financial professional is not trying to compete on a giant scale of actions such as Coca Cola or Mercedes. It is burning the consultant’s image and competence into the minds of prospects and clients in everything that is presented to them no matter what size company.  The snapshot that one projects to the public should be carried through to the smallest detail – an effective campaign of keeping the identity. This white paper discusses the importance of Branding and the first impression.  Branding can set the stage even before the consultant shows up…

Want to find out what is going on with the international chapters?  The Register is now reporting on events and current news from offshore.  The Jan/Feb issue features photos of the Greater China IARFC Conference in Taiwan, and the latest RFC graduation ceremony in Macau. The international community grows in numbers annually and is a viable quotient of our Association.  We are bonded together through the mission of the IARFC. Though the cultures are different, the goals of the IARFC are the same: adherence to a professional Code of Ethics and a focus on continuing education for our members…..IARFC Chairman…

We are pleased to announce that Ric Edelman RFC® of Edelman Financial Services as the 2017 recipient of the Loren Dunton Memorial Award. This award honors a person who has made a substantial contribution to the financial services profession and/or the financial interest of the public.In bestowing the Loren Dunton Memorial Award, the IARFC recognizes Ric Edelman’s contribution to Loren Dunton’s principles and mission. “Our nominating committee reviewed Ric Edelman’s career history and the impressive recognition he has received from both inside the financial services industry and outside organizations,” explained H. Stephen Bailey, IARFC Chairman. “Like Loren Dunton, Ric is…

Code of Ethics – a Conscience for the Company… The International Association of Registered Financial Consultants (IARFC) spotlights the timely topic of adherence to a Code of Ethics in the January/February issue of their industry publication, the Register. Their featured consultant, Barry Dayley, RFC®, of Money Concepts International located in Afton, WY elaborates on how ethical behavior is as relevant today as when he entered financial services thirty years ago. His time and experience in financial services has taught him that fundamentally the consumer is looking for advice they can trust. They want to work with a financial consultant who…