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;
- President Peter J. D’Arruda – Capital Financial Advisory Group, LLC in Apex, NC;
Secretary Michelle K. Blair – Farmingville, NY; - Isabel Cooper – Edelman Financial in Ashburn, VA;
- James B. Moss – Money Concepts in Indianapolis, IN;
- Rick B. Stanzione – R&R Group in Washington Terrace, UT; and
- Mayo M. Woodward – Birmingham, AL.
All the current Executive Officers Royer, Rogers, D’Arruda and Blair were re-elected to their current positions.
A Packed Agenda
Through two days of agenda, the Board tackled issues facing the Association with innovative and experience-laden solutions. As its number one priority and recognizing membership as the obvious core, quality time was spent on enhancing these relationships. The Board wishes to be a partner by meeting consultants’ needs and adding value to their membership – a very key focus.
Important to both the Association and consumers alike, the second goal is dedicated to completing the accreditation process and after approval marketing a credential that will elevate the status of its professionals. Finalizing the Master Registered Financial Consultant (MRFC) credential has the full backing of the Board along with development of a Study Guide for candidates to take the required exam.
“Credentials are important to us and to those we do business with too,” related the newly elected Board Member Rick Stanzione. “Ethics, integrity and service make us hold our standards to a fiduciary standard. We elect to raise our OWN bar.”
The third goal component is a redefinition of the important bond with international chapters. The Board seeks to connect with the IARFC offshore community on a personal level this year and reinvigorate their dedication and commitment to developing Registered Financial Consultants in their own countries. Understanding their needs, on their level, with their financial professionals and then integrating the US-based programs will result in winning relationships.
“Our directors and our home office team are committed to goals that will increase the visibility and expand the IARFC in ways beyond the scope of our projections,” relates IARFC Chairman H. Stephen Bailey. “I am extremely pleased at the progress made at our meeting. I gratefully salute everyone for their hard work, their experienced suggestions and their foresight.”
International Association of Registered Financial Consultants
PO Box 506 Middletown, OH 45402-0506
