The IARFC offers a wide variety of member benefits in addition to those which are most obvious:
- A recognized credential - RFC
- Professional exchange of ideas
- Referral of prospective clients
Our objective is to offer benefits to assist the practice and professional growth of the Registered Financial Consultant, in keeping with our organizational mission of: Helping the financial consultant do a better job.
Financial Planning Process™ course
Finally, there is an educational curriculum that will equip the advisor to deliver personal financial planning on a cost-effective basis. It includes all the tools and techniques, practice management, all the software, and with a focus on client acquisition. Solve your prospecting problem permanently through the Cycle of Service that leads to a steady flow of high-caliber referrals.
The Financial Planning Process™ curriculum helps financial advisors prosper through effective marketing, planning, selling and servicing. It is not just another academic program followed by hours of examinations. Based on Practice Management, not Theory, the new program includes all the Text - not just a list of Tasks. Consider attending yourself, or sending an associate - at a much discounted tuition fee. Contact Us Today: 800 532 9060, e-mail info@IARFC.org or visit www.IARFC.org
The Register. A practitioner-oriented financial newsletter written and distributed monthly by the IARFC. The Register includes practitioner profiles, articles, interviews, book reviews and practical practice management, client service and marketing recommendations.
Journal of Personal Finance. A quarterly professional journal with reviewed papers from academicians and extended articles from practitioners. The Journal is available to libraries, universities, the community of financial practitioners and distributed to all IARFC members in the U.S.
Annual Educational Cruise/Conference CE at Sea. Organized by IARFC members and available at very attractive prices. CE credits, generally 10-14, are provided. Past cruises have included the Caribbean islands, Panama Canal, Alaska, Western Caribbean, the Mediterranean, Russia/Scandinavia and Bermuda. Join other financial advisors for a leisurely relaxing and surprisingly inexpensive cruise conference. While at sea, you'll enjoy the instruction of some of the industry's most successful planners. Learn from their experience and professionally network with other attendees for the ultimate in idea exchange during the Image Building Workshops.
IARFC Alaska Cruise Conference, June 20-27, 2010 - The IARFC CE @ Sea™ conference, the premier for professionals in the Financial Services Industry will be held on Celebrity's Mercury, June 20-27, 2010
The success of the IARFC CE @ Sea™ is greatly reliant on your contribution to the various presentations and conference events. The IARFC is inviting you to be a part of the outstanding event. By networking with other successful advisors you will learn what has worked best for them and how to apply this knowledge on your behalf. Sign Up Now Cabins Go Quickly
Producers Web the industry's leading online destination for insurance and financial professionals. Read a recent article by Ed Morrow
Financial Advisor magazine. Take Advantage of a Special Member Benefit! Complimentary Subscription Offer to Financial Advisor Magazine. As a member of IARFC, we are pleased to offer you a complimentary subscription to Financial Advisor Magazine and FAnews!
To initiate your Complimentary Financial Advisor subscription, click here.
RIAs by Tiburon Strategic Advisors, AdvisorBenchmarking.com, and Aptura Research–Focus on Financial Media, FA helps advisors manage and grow their practices.
It's the only way to make sure you don't miss a single issue of Nick Murray, Andy Gluck, Bill Bachrach, Russ Prince, Harold Evensky, Deena Katz, Roy Diliberto, Mary Rowland, Joel Bruckenstein, David Drucker, Marla Brill, Sydney LeBlanc, Tracey Longo, Hannah Shaw Grove, Rebecca Pomering, Evan Simonoff and the rest of our experienced and respected editorial team --- and earn 12 complimentary CE Credits a year.
In addition to offering you our exclusive coverage of issues pertaining to practice management, client relations, marketing, investment products and industry news, your Financial Advisor subscription allows you to access subscriber benefits, including print and electronic publications such as The Journal of Indexes and FAnews, the opportunity to attend The Financial Advisor Symposiums and a listing in our FinancialAdvisorMatch.com client referral service.
Financial Insider. An 8-page, full-color, consumer-oriented financial newsletter produced by Liberty Publishing. This provides an excellent, usable copy for the members. It may be purchased at a member discount and distributed by mail to clients and prospects. Liberty also offers a mailing service.
20/20 Newsletter. A 4-page, full color newsletter, also produced by Liberty Publishing. Excellent copy for distribution to clients and prospects. Quantities may be purchased by IARFC members at special discount.
Compliance Services. Available to all members at a special rate from Financial Planners Assistance Corporation. This includes Registered Investment Advisor filings, audit, preparation, record systems and due diligence. These services are provided by veteran compliance attorney, Jeffrey Kelvin, JD, LLM.
Through a partnership with Financial Visions, IARFC has helped its members better leverage the web for their financial services and insurance practices. For about the cost of a cup of coffee a day, and a few hours of your time at setup, you can have a website that is comprehensive, compliant, easily updated, and customizable. Run direct marketing programs, brand your firm, and share information with your clients and prospects on-line!.
Financial Software - Member Benefit Pricing
Founded in 1969, Financial Planning Consultants provides innovative software, training and services to financial professionals. FPC empowers thousands of advisors to dramatically expand their practice by providing workshops, publications, presentations and practice coaching on a worldwide basis.
Practice Builder Financial - a custom Client Relationship Management (CRM) system designed by Ed Morrow, an internationally recognized advisor to advisors. Practice Builder is a software tool customized for the needs of financial professionals. Practice Builder allows you to use technology to differentiate yourself, to communicate more and maintain "Top of Mind Awareness."
-
Contact Manager – The interrelated database stores information on your clients and prospects: all contact data, personal profile, preferences, spouse, children, professional advisors, account values and more.
-
Practice Management Tools - Incorporating a Comprehensive. ToDo System, Task Management, Appointment Calendar and Activity History.
-
Financial Planning Tools - Checklists, Agendas Interview Notes, Client Attitudes, Objectives and Assumptions.
-
Powerful Marketing System - Deliver relevant letters and articles at a frequency and duration you decide to target groups of contacts. Maintain "Top of Mind Awareness" with ease.
-
Resource Library - Preformatted letters and Consumer and Advisor Focused articles for correspondence with prospects, clients, and other professional advisors.
Plan Builder - Develop sophisticated, comprehensive financial plans quickly and easily. Make changes to more than 80 financial variables and immediately see results calculated and graphically displayed. This powerful tool motivates clients to take action NOW!
-
Scenario Manager – This powerful feature allows you to sit with a client and answer their "what-if questions" immediately, on the computer screen. This motivates the client to take action TODAY. No more setting another appointment so you can "run the numbers," lose momentum and have to start all over again a week or two later.
-
Financial Notebook – An innovative and exclusive application for your clients and prospects use to gather their data. The program runs on their personal computer. This transfers the burden of data entry to the client while enhancing your image as a technically advanced professional advisor. They run the program in the privacy of their home securely on their computer and at a time that is convenient to them. A guided interview leads them through collecting personal information, assets, liabilities, income, and expenses. They can also attach notes and questions for your review anywhere in the program. When they have finished, they can send you an encrypted file. Five keystrokes later you have the entire client's data in Plan Builder ready to begin reviewing and analyzing.
Client Builder Financial presentation - a PowerPoint presentation system for financial advisors that motivates the prospect to engage your services on your preferred basis. Complete script and marketing instructions.
As an IARFC member you are eligible for a 20% discount. For additional information about Builder Suite or for your FREE WEB DEMO, contact 800 666 1656 or visit: www.FinancialSoftware.com
IPS AdvisorPro Software - IPS AdvisorPro™ find a powerful tool to create customized Investment Policy Statements in only minutes. Perhaps you have read the book on Investment Policy Statements by Norm Boon and Linda Lubitz-Boone, which explains the problem and indicates the solution - but does not do the work. This web-based service does the work. IPS AdvisorPro™ sets the standard in developing professional Investment Policy Statements for the modern Wealth Management practice. ISP Advisor Pro offers the IARFC members a 20% contact www.IPSAdvisorPro.com or email: partnerships@IPSAdvisorPro.com
Practice Tools
Selling without Wrestling® How to have a 90% closing ratio and an abundance of quality referrals without being pushy or controlling! Sidney C. Walker: Sales Performance Author/Trainer/Coach: Champion of the Low-Key Approach for Relationship-Oriented Financial Advisors.
Free ebook: How to Psych Yourself Up to Prospect.
Membership Website: www.SellingWithoutWrestling.com
Individual Coaching: www.SidWalker.com
Contact: 866 674 9479 (Long Beach, California) • Sid@SidWalker.com
Copytalk - We are excited that the IARFC shares in our enthusiasm on how Copytalk can help your members take their business to the next level. Copytalk works with tens of thousands of Broker/Dealers, Agencies, and Producers, helping them increase their productivity while being more compliant. We selectively partner with companies and organizations who see the value in helping their members and field producers improve their success.
Copytalk is priced at $79.95 per month, per user. Mobile Scribe Service:
Retail Price: $79.95 per month, IARFC Member Price: $49.95 per month Contact: 866 267 9825 or click here
Every Three Seconds An Identity Is Stolen.
LifeLock As the leader in proactive identity theft protection, LifeLock takes proven steps to help prevent identity thieves from destroying your credit and ruining your good name. And LifeLock backs every member with our $1 Million Total Service Guarantee. LifeLock will also dramatically reduce your junk mail and pre-approved credit card offers, send you free credit reports and replace all item except cash and pictures if your purse or wallet is ever lost or stolen. These extra services are already included in the price. Protect what matters most. Click here to sign up for LifeLock or call 1-800-LIFELOCK and use promotions code "11iarfc" to receive an exclusive offer of 10% off.
Sprint As an IARFC Member, you may now take advantage of substantial savings on your next cell phone by shopping at www.Sprint.com/iarfc. Visit an online store with discounts for you and your practice.
Get a $50 invoice credit when you apply promo code "SAVE50" to your cart at checkout! This offer is available only through sprint.com. Sprint reserves the right to retire or extend this offer without further notice. A $25 invoice credit will be applied each month for two months for each eligible phone beginning on your first or second month's invoice depending on activation date and/or billing cycle. Offer requires activation of a new device and may not be available in all markets. Upgrades, replacements, and add-a-phone transactions are excluded. $50 invoice credit is not available with the following rate plans: Simply Everything(SM), Simply Everything Family(SM), Simply Everything(SM) Direct Connect, Simply Everything(SM) Family Direct Connect, Basic, Basic Direct Connect, Mobile Broadband Connection Plan 3G. Also, enjoy free shipping and activation when you buy online.
Sprint has a rate plan to suit your lifestyle
Your Discounts
16% off select Sprint plans
20% off all Sprint accessories
16% off select Nextel plans
10% off all Nextel accessories
Select from any number of plans with features such as free incoming calls, free weekends, free long distance, shared minutes and unlimited Nationwide Walkie-Talkie® calls, the two-way radio feature exclusively available to Sprint subscribers. Please review the Rate Plan details for additional information on the many plans available.
To learn more, visit www.sprint.com/iarfc
Virtual Advisor - Now, free agent Websites for producers who purchase our sponsored and deeply discounted VSA Professional!
Check out our web site service features, or take a tour. We provide you with easy to use site building and publishing tools to ensure that you get the most out of your site, while keeping control of your site's look, feel, content, and updates. We also provide the highest level of customer service!
The Archive System - Document storgage cases to cement the new client relationship.
Staples Advantage - IARFC and Staples have joined together to help our members dramatically reduce their office supply costs. This new benefit offers discounted pricing, even on items that are "on sale", by allowing our members to save an average of 10-12% on all items they purchase. Office supply costs continue to rise and this new benefit will directly impact your bottom line. This is also a great way to purchase your additional Client Archive Systems at a tremendous discount. There is no cost for this program and everyone in your office can take advantage of it. To take advantage of this new benefit, please contact: Denise Frasier: 800 693 9900 ext. 480, denise.frasier@staples.com
|
