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You are at:Home»IARFC Posts»Personal Message to the IARFC National Financial Plan Competition Finalists
IARFC Posts

Personal Message to the IARFC National Financial Plan Competition Finalists

Susan Cappa, IARFC Public RelationsBy Susan Cappa, IARFC Public RelationsApril 30, 2020
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From Barry Dayley, MRFC®

Corporate Sponsor Results Announcer

It is an honor to be with all of you virtually to announce the Final Results of the competition.

I am very proud of all those who participated and thank you for all your hard work, your preparation, and for putting yourself out there in a vulnerable position of presenting your work in front of your peers as well as industry professionals.

These types of events are growth opportunities. The more you step outside your comfort zone, the more confidence and polish you will acquire as you progress through your career.

Long ago, I was in your seat. When I graduated from Brigham Young University with a degree in Financial and Estate Planning, I was not as good as you all are. But I entered the profession and have been at it for almost 40 years now.

You have the opportunity of serving people of all ages and stations in life. Done well, you help them get the most out of life, create opportunities that they otherwise would never have, and guide their money through the most risky journeys. Without this guidance, income to their assets is frequently squandered or lost.

You will provide hope and unlimited possibilities to generations of clients, their families, and businesses. In addition, you will have the opportunity to earn enough money to support yourself and your family as well, along the way accomplishing personal pastimes and objectives.

We are excited about the future of the financial planning industry. To have people like you who are looking ahead at making this a career, we invite you to continue on improving yourself and your credentials.
We invite you to become a Registered Financial Associate (RFA®) and eventually a Master Registered Financial Consultant (MRFC®) at some point in your future. Congratulations and Thank You
!

Finalist Results:
First Place
Abigail Adams & Zachary Wakamatsu – Utah Valley University
Dr. Luke Dean, RFC® – Associate Professor

Second Place
Jackie Battles – University of North Texas
Dave Ragan, RFC® – Professor

Third Place
Allison Biddix & Michael Austin – Western Carolina University
Dr. Patrick Payne, Assistant Professor

https://vimeo.com/408833561

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Previous ArticleFinals of the National Financial Plan Competition Adapts to Virtual Format Change
Next Article Spring 2020 Issue of Financial Publication Available Now
Susan Cappa, IARFC Public Relations
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