Elevate Your Client Value

July 20, 2016 by · Comments Off on Elevate Your Client Value
Filed under: IARFC Posts 

Relationship BridgesBy Bill Bachrach  (exert from The Relationship Bridges article from the Register)

How can you improve everything you currently do for your existing clients?

Here are four words that might help.

  1.  Visual. How can you make everything you do more visually interesting and therefore easier for your clients to understand everything they receive from working with you?
  2.  Engage. What can you do to engage both spouses in the conversations about their future and the financial decisions necessary to make that future a reality while protecting against the inherent risks of life and world events?
  3.  Compelling. How can you make every recommendation you make more compelling so they are more inclined to act on your advice? Knowing what to do does not produce results. The results come from doing.
  4.  Experiential. What can you do to improve the experience of working with you and every human and non-human element of your process?

It’s not your clients’ responsibility to tell you how you can exceed their expectations and move them from one side of the relationship bridge to the other. It’s your job to figure that out. They don’t really know why they are still on the side of the relationship bridge where they think it makes sense to have three consultants or why they are reluctant to refer you. It’s just a feeling they have that none of their current consultants, including you, have done what it takes for them to trust you and your process enough to consolidate everything with you and refer you to everyone they know.

for the entire article – see July/August 2016 Register

 

Welcome Two New Directors to the MRFC Certification Board

July 13, 2016 by · Comments Off on Welcome Two New Directors to the MRFC Certification Board
Filed under: IARFC Posts 

The results of the MRFC Certification Board elections are in.  Elected by a membership vote are Barry Dayley, RFC®, CFP® – Money Concepts in Afton, WY and Dr. Walt Woerheide, ChFC, CFP®, RFC® – The American College in Byrn Mawr, PA.  Both IARFC members have extensive experience in the financial services industry.

“This is an exciting time of change and development for the IARFC,” said Chairman H. Stephen Bailey. “We welcome the guidance and expertise of these two gentlemen to our MRFC Board.”

The MRFC Board oversees the accreditation process for the proposed new financial designation that the IARFC is developing through the National Commission for Certifying Agencies (NCCA). As the process continues and the application for accreditation is submitted, the Board will work to make the designation significant to the industry and to the financial professional.

Dayley“Broad based high level continuing education is the hallmark of a financial planning professional. It builds confidence, opens opportunities, and enhances business performance,” explained newly elected MRFC Board Director Barry Dayley. “The Masters Registered Financial Consultant (MRFC) is this kind of program. I am honored to serve on the Board, and look forward to making this excellent program available to a growing number of financial professionals.”

Woerheide“With the designation you have to really think about what the objectives are, what the designation is supposed to be demonstrating and how you determine the people who best meet those qualifications,” commented Dr. Woerheide. “I am excited to move the profession forward with this program.”

Both gentlemen will start their official duties September 1.

IARFC Headquarters – a journey of change

July 6, 2016 by · Comments Off on IARFC Headquarters – a journey of change
Filed under: IARFC Posts 

By Susan Cappamove

The IARFC has just spent the past couple of weeks orchestrating the move of the Association Headquarters.

“We did not just move furniture,” comments IARFC Operations Manager Charlotte Isbell.  “We moved people and memories.”

Having been at the prior location for 20 years, it was a huge task to plan, organize and finally get the boxes unloaded in the new offices.  A total evaluation of past IARFC history was completed with huge amounts of time devoted to scanning and shredding.  It was a timely opportunity to convert old, but still important files to electronic format.

Along with moving and reminiscing comes the excited feeling of starting fresh and anew.

“We are all very happy to be in the new offices,” continues Isbell.  “Change can be an uplifting factor and motivate the team as they go about the day-to-day tasks of running the IARFC.”

Check out the IARFC Facebook page for pictures of “moving day” and the new offices as the team settles in.

Chairman’s Challenge to Members – Referrals!

July 6, 2016 by · Comments Off on Chairman’s Challenge to Members – Referrals!
Filed under: IARFC Posts 

woman ReferralsWith the main goal of increasing membership, the IARFC Chairman, H. Stephen Bailey has issued members a challenge – Send In Referrals!  Each member has someone they can refer.

Membership goals are not met unless everyone does their part.  At the minimum, talk about the IARFC to your Associates.  The more members, the more influence, the more benefits.  It’s a win-win for us all!

Download Member-Refer-A-Member form.  Take a few minutes to fill out the form and return it to the IARFC Team.