We have a new Editorial Calendar for 2016 for the Register. Anyone wishing to write for our industry-affiliated publication will find the themes listed and suggested topics to be covered for each issue.
Themes on tap for the upcoming year include:
- Introduction to the MRFC Exam
- Marketing and Engaging the Millennial Client and Consultant
- Helping Couples to Build Wealth
- the Importance of the Financial Planning Process
- Complete Coverage of our Financial Plan Competition
Each of these themes can address the seasoned professional as well as someone new to financial practice. The Register also includes articles written for the consumer which can be used by the RFC® in communications to clients, prospects and local media.
“2016 will be an exciting year for the IARFC due to our roll-out of the Master Registered Financial Consultant (MRFC) exam. We hope the continual coverage of this accreditation journey plus the relevant themes of each edition will educate and inspire our readers.” ”…editor-in-chief Wendy Kennedy.
For those who are wishing to submit articles please download a copy of the calendar from the IARFC and follow the submission guidelines and deadlines. The current issue of the Register can be read online at www.iarfc.org.
November 24, 2015 by BlogPageIARFC
· Comments Off on “The Social Advisor” Webinar – sign up Dec. 7!
Filed under: IARFC Posts
Advisor Launchpad is hosting a webinar focusing on Social Media strategy and how financial service reps are using it to help grow their businesses.
In this increasingly competitive and fast-paced profession, if you want to attract quality leads and keep your business on the leading edge, a good social media strategy is a must. Social media is fundamentally changing the way people communicate, and financial service companies can’t afford to be left behind.
In this presentation you’ll learn:
- How financial professionals are leveraging LinkedIn, Twitter, Facebook & YouTube in their marketing efforts
- The Four E’s of content marketing
- Where to start with social media
- How to be compliant with FINRA and the SEC
About Amy McIlwain…
Amy McIlwain is Vice President of Social and Digital Strategy at Moore Communications Group, a nationally-ranked, award-winning integrated communication firm. With more than 15 years experience in interactive media, Amy has appeared on FOX, CBS, ABC, and NBC as a social media expert and delivers keynote presentations to financial service organizations around the world.
She is a regular contributor to Investment News, The Wall Street Journal Online, Huffington Post and in 2014 was named by LifeHealthPro as one of the 24 Most Creative People In Insurance. In addition, her book, The Social Advisor: Social Media Secrets of the Financial Industry, has been featured as a best-seller in the Amazon business category.
Amy launched Financial Social Media (FSM) in 2010 to specifically address the compliance issues surrounding social media and the financial industry. In 2015, the company was acquired by MCG. The fusing of MCG and FSM sparks new opportunities for clients to benefit from MCG’s integrated communications approach to solving client challenges and FSM’s deep understanding of the power of social media to drive results.
Get $10 off on your IARFC Online Branding, Image Building and Professional Tools.
Take another look at the IARFC brochures and remember – you can’t communicate TOO MUCH with your clients. Branding yourself and your message has never been easier.
What About IARFC Consumer Brochures?
Get the image out to your prospects and clients that you are an RFC and what that means to them as consumers. The IARFC consumer brochures places an emphasis on Ethics – an obvious topic of considerable concern.
Visit the IARFC Store NOW! (Offer good until November 30th)
November 18, 2015 by BlogPageIARFC
· Comments Off on Look Deeper into the World of Fact Finding & Discovery
Filed under: IARFC Posts
Every consultant has a different attitude when it comes to the Fact Finding and Discovery process for their specific clientele. No two consultants are going to take exactly the same approach.
Get the real story on how to draw the much needed information from your Clients.
Download your “Free”
How to Find the Facts white paper!
- Fact Finding
- Not a Do-It-Yourself Project, Discovery—A Process
- Why Conduct Discovery
- When To Conduct Discovery
- Listening Practices
- Being an Active Listener
- Being a Good Questioner
- The Power of Questions
- Advanced Skills
- Ending Result—It’s All the Same
- The Last Word
Recently, we asked the members their opinions on CE topics. The complete survey can be found on
CE Survey – October 2015
A few of the results:
- Most preferred method of obtaining CE was online. CE combined with a landed events in US came in a close second.
- Type of online CE preferred was very close between reading & answering questions online and webinars.
- Main CE topics of interest: Ethics, Investment Advisor-Fee Only Service, Annuities, Trust Protector and Planning
- For those of you who are interested in attending a landed CE event – Orlando, FL, and Charlotte, NC were the top two choices. Chicago, IL and Nashville, TN had a strong showing.
These results will be reviewed and analyzed at the IARFC Annual Board meeting to determine future programs. Thanks to all who participated.
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