Wednesday, November 29
A Growing Global Community

Chairman’s Desk – H. Stephen Bailey

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Are You EBailey, Stevethically Approved?

While we, as financial professionals may overlook the simplicity of the question – it is not our perspective that counts. It is what your prospects and Add Media your clients want to know most. To reassure these stakeholders, we developed a conscientious program that backs your RFC® designation with a clean history and record. Starting in September, we began scrutinizing member renewals and awarding our Ethical Seal of Approval to
those meeting our criteria.

How is this endorsement helpful to you as an RFC®? It is one more arrow in your quiver as you target your marketing and branding. Apply the Seal to your RFC® Designation Certificate. Purchase an IARFC Code of Ethics plaque from our store and display it prominently. Make your prospects and clients aware that ethics is a #1 priority in our business and your practice.

Importance of Academics

The Fall edition of the Journal of Personal Finance was recently released and is available for download or purchase. The Journal presents information with facts, figures, graphs, charts and in depth research — in contrast to the Register that mulls it over and hands it down for practical application in the day-to-day world. We feel it complements the Register as a publication benefit to our members with its academic viewpoints. Visit

Legacy – Professional and Personal

Our November/December Register theme is Legacy. First, I want to hash out once again the Legacy that defines our Association. I keep going back to the fact that we are CONSULTANTS — professional people doing professional work. I am determined to stay on track with the mission of the IARFC by adhering to our roots and promoting our designation as Registered Financial Consultants. The MRFC or Master Registered Financial Consultant will enhance this status quo – measurably. That is why we are working hard to get it finalized in 2017.

As for a personal Legacy — I feel a commitment to help any young person who is working in financial services. On my own journey up the ladder, I had many unselfish mentors – people who took their time to show me what they were doing and how they were doing it. I knew I could call on these experienced professionals for advice anytime. That is what I will be doing for my daughter and for any young person in need of mentoring. If I help my daughter to succeed, then I help my grandson etc. After all is said and done, the Legacy we leave is our most cherished gift to family, friends and colleagues.

Throwing Down the 2016 Gauntlet

To the Members – finish what you started at the beginning of this year. Have you delivered on your promises to your practice, your clients and your family? Start drawing up plans to make 2017 a year of improvement and call the IARFC Team for ideas on how to better utilize member benefits. Make an appointment to take the MRFC exam.

To the IARFC Board and Support Team – finish tidying up the loose ends. The past six months have been a monumental change of direction and an organizational challenge. As I look back to April of this year, we have significantly revamped our focus. The meetings with the Board Directors scattered all over the country and our dedicated Team in Middletown are enjoyable and are instrumental in carving out a new direction. I will continue to challenge them to give the IARFC their best!

To Myself as Chairman – as a Southern euphemism charmingly expresses – the horses are ready to go but not hitched up. My job is to get us going and make 2017 a year of extreme progress and forward strides.


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