IARFC Announces Recognition Awards to Dedicated Members

March 23, 2017 by · Comments Off on IARFC Announces Recognition Awards to Dedicated Members
Filed under: IARFC Posts 

IMG_1019We are proud to have an award recognition program dedicated to members who have contributed to the growth of the Association. The Member’s Award is presented annually in appreciation to top IARFC members who have sponsored the most qualified professional consultants that subsequently joined the ranks of the Association.

By encouraging these professional consultants to become members of the IARFC, these recipients help their peers tap into a premier network of value added benefits. Along with an engraved award of recognition, the winners will be listed in the Association’s publication the Register. A photo will be included as recognition of their efforts.

“This is a new appreciation program for the IARFC,” relates Awards Program Director Wendy Kennedy. “Along with the Loren Dunton Memorial Award and the Founder’s Award, it seeks to applaud the efforts of our distinguished members who believe in the IARFC Mission.”

piershaleThe 2016 first place winner is Michael D. Piershale, RFC® of Piershale Financial Group in Crystal Lake, IL. With more than 30 years of experience, Mike has extensive knowledge in key areas of financial planning and works with clients on retirement and estate planning, portfolio management, and insurance needs. In addition, his widespread knowledge on tax planning allows him to highlight opportunities for maximizing tax reduction strategies.

 

Dantin

Second place winner is Christopher D. Dantin, RFC® of Dantin Financial in Baton Rouge, LA. Following in his father’s footsteps, Chris chose to pursue a career in financial services and earned a Bachelor’s Degree with a focus in Finance from Louisiana State University. He has served 17 years in the financial services industry, is a Registered Financial Consultant and has received recognition as a top producer in the Million Dollar Round Table and Leaders Club.

 

A significant group of members tied for third place. The IARFC is grateful for their support and hope they will continue to carry the message of the IARFC throughout the financial services community.

“The only way that an Association grows is by attracting new members,” confirms IARFC Chairman H. Stephen Bailey.” Encouraging your peers to join is the best recruiting effort an Association can utilize. We salute your pride in being a Registered Financial Consultant and congratulate you on your award.”

IARFC Annual Board Meeting Sets an Aggressive Course for 2017

March 21, 2017 by · Comments Off on IARFC Annual Board Meeting Sets an Aggressive Course for 2017
Filed under: IARFC Posts 

20170314 - _MG_0897

 

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
20170314 - _MG_1042Through 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

IARFC Board of Directors Welcomes Rick Stanzione, RFC®

March 2, 2017 by · Comments Off on IARFC Board of Directors Welcomes Rick Stanzione, RFC®
Filed under: IARFC Posts 

StanzioneRickThe International Association of Registered Financial Consultants (IARFC) announces that Rick Stanzione, RFC® of R&R Group, Inc. in Washington Terrace, UT has recently been elected to the IARFC Board of Directors. Joining Rick in March for the annual Board Meeting in Charlotte, NC are re-elected Board Members, Pete D’Arruda RFC®, Michelle Blair RFC®, and Jim Moss RFC®.

As the president and CEO of R & R Group, Inc. dba R & R Group Insurance Services, Rick Stanzione, RFC® has consistently been a leader in the financial services field as exemplified in his many achievements and recognitions – Top of the Table member of the Million Dollar Round Table, past president of NAIFA, (Bonneville Chapter in Ogden, Utah), book author, gifted speaker and seminar presenter. Rick is passionate about his career and the people he serves. His greatest satisfaction comes from meeting people and helping them achieve their financial goals and objectives thus his company motto “Building Relationships to Last a Lifetime!”

Rick completed his under-graduate studies at Penn State University and earned his Bachelor’s Degree from Edinboro State University. He did post graduate studies at Temple University and Edinboro University. He began his career in the Financial Services industry in 1978 and formed R & R Group, Inc. in 1984. His passions for family, clients, church and community form his foundation for serving and helping people.

Working with the Board of Directors and the IARFC Team, Rick will be guiding the progress of the IARFC membership goals. “I am honored, humbled and consider it a privilege for the opportunity to serve on the IARFC Board of Directors,” related Stanzione.  “I look forward to meeting everyone at the March Board Meeting in Charlotte, NC and working to advance the Association’s goals and mission.”

The IARFC has been promoting its mission for over 30 years. Most important to their stakeholders is an adherence to and promotion of ethical behavior. For members, it is focusing on continuing professional education.

IARFC Board Chairman H. Stephen Bailey, RFC® weighs in on the importance of the Board’s involvement. “I welcome our newest member Rick Stanzione to the Board and of course our returning experienced members who were re-elected. This year I expect you will hear a lot from us as we work to reenergize our role in the promotion of our elite group of financial consultants.”