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Home > Partner Programs    
Partner Programs

IARFC membership grows in conjunction with support of company and organizations that provide quality services to our members. Affiliate partners thereby support IARFC's mission to provide members with effective support in practice management, marketing and client acquisition. Our partners deliver value-added benefits to IARFC's members.

Practice Management
Client Management
Practice Tools
Insurance Programs
Compliance Services

Practice Management


Copytalk - Mobile dictation and transcribe service
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, IARFC Member Price: $49.95 per month.
Member Link:
Phone: 866.267.9825


Horsemouth - Daily online service
A daily, online service that helps financial advisors succeed by getting more clients and growing their businesses. Each day, you will receive action-oriented, how-to features from leading experts and successful advisors, showing you exactly what to do to have an immediate, positive impact on your business. You will gain access to a growing database of thousands of articles on sales, marketing, business development, practice management, financial planning and investment. As an IARFC you receive a 90-day free trial – plus 30 days free with your annual Horsesmouth Membership.
Member Link:
Phone: 888 33 MOUTH


Perceptive Business Solutions Inc.
Perceptive Business Solutions Inc.Ghostwritten lifestyle articles for client newsletters

Is a monthly newsletter one of the benefits you bring to the client relationship?  Do you write it yourself?  You have insights into the markets and opinions about the economy.  Would your newsletter also benefit from lifestyle articles of interest to HNW and UHNW clients? For $395.00/year you have access to an archive of articles with a new article added every other week.  You can add your name to the article if you choose.  Topics include:
  • Wine and Investing – What Lessons Can We Learn?
  • Can Happiness be Measured?
  • You’ve Been Asked to Do Charity Fundraising
 Click here: to learn more about the program. IARFC members receive a 20% discount on their first year’s subscription.  Enter IARFC as the discount code.
Member Link:
Contact Person: Bryce M. Sanders
Phone: 215.862.3607


Producers Web - Internet financial publication
FREE, delivered directly to our inbox every Wednesday, the Producers eCast is your go-to source for a recap of the week’s more pressing stories. From sales and marketing and annuities to like insurance investments, the eCast is the ideal format for busy producers to learn what is buzzing in the industry.
Member Link:


Advisor Launchpad - An End-to-End Digital Marketing Solution
To stay competitive in today’s digital economy, financial advisors need an online presence that continually attracts and retains clients. By combining beautiful, mobile-friendly websites with an end-to-end digital marketing solution, Advisor Launchpad empowers advisors to take their business to new heights. Advisor Launchpad enables firms to publish fresh, targeted content that empowers and educates clients, and promote that content with social media and email marketing. Combined with search engine optimization (SEO) and integration with industry-leading CRM systems, increased inbound website traffic generates new leads that can become new clients. Advisor Launchpad, a Smarsh company, was designed specifically for the compliance requirements of financial advisors and broker dealers. Smarsh is the leading provider of archiving and compliance solutions for financial services. For more information, visit
Member Link:
Contact Person: 888.379.5724


Social Security Timing
Social Security Timing® is a patent-pending software application used by financial advisors all over the country to help their married clients maximize their Social Security benefits. Use the coupon IARFC to get a 30-day free trial and $29.99 per month subscription price. There is no long term agreement - the software is simply month to month subscription.
Member Link:
Contact Person: Joe Elsasser
Phone: 877.844.7213

Client Management


Brokers’ Choice America - BCA is an insurance brokerage company built on a foundation of commitment


Builder Suite - Practice management solutions -surrounding the financial planning process.
Builder Suite provides Practice Management solutions - for Professional Financial Advisors. Surrounding the financial planning process with tools to improve your efficiency, from start to finish. Plan Builder - Practice Builder - Client Builder. Use the Builder Suite software, to improve your communications skills, present the case scenarios, close more engagements, and review the planning process with your clients.

Plan Builder financial planning software helps you develop comprehensive financial plans, quickly and easily. Comprehensive goal-base, Clear easy plans in just minutes, What-if Scenario Modeling Monte Carlo Analysis.

Practice Builder a complete Client Relationship Management (CRM) system, from your first reference to a prospect, through the introduction, the planning process, sales and services to a permanent, continued relationship. Client Contact made easy, Provide superior service, Establish strengthen client relationship, Improve customer retention and Safe guard your practice, Uncover new opportunities with existing clients, Improve office efficiency.

Client Builder - Empowering Client Communication Presenting Your Financial Services to Prospects with Client Builder the presentation system for financial advisors that motivates prospects to engage your services on your preferred basis. It is ideal for helping you charge a separate fee for the financial plan. A Plan Fee Schedule is included that you can edit or change, along with all supporting documentation.

Financial Planning Consultants has been involved in the development and support of CRM systems to enhance client relationship and to provide software and support to users of our Suite of products. Financial Planning Consultants has been providing Innovative software, training and services to financial professionals since 1969. IARFC Member Discount: 20%.
Member Link:
Contact Person: Charlotte Isbell
Phone: 800.325.5540


The Business Source
 IARFC has teamed up with The Business Source to offer concise summaries of books you need to read. Each month learn best practices and gain powerful insights from leading-edge thinkers, industry experts and world renowned business gurus. And best of all, we’ve arranged a special price exclusively for IARFC members – over 70% off the regular price! Watch your email inbox beginning October 28th for details. Click here to see a preview: The Business Source - Overview
Member Link:
Contact Person: Steve Koszlowsky
Phone: 416.256.0103


Checks & Balances TV - Consumer education
For advisors affiliated with the IARFC, and who want to leverage the CBTV relationship to demonstrate their commitment to unbiased financial information and balanced advices, as well as to help educate and motivate their clients and community have access to the following:
  • Link their website to Checks and Balances TV
  • Download and use any of CBTV’s free reports and checklists regarding money, insurance and investment matters
  • Utilize CBTV as a third party resource for client education including accessing valuable information and reference materials
  • Integrate the CBTV audio video into their telephone system, and/or to distribute to clients via CD or DVD

Member Link: http://www.Checksandbalances.TV
Contact Person: Jessica Duke
Phone: 866.907.4275 x 298


Liberty Publishing - Personalized newsletter programs deliver a customized product.
Financial Insider - A very well-written 8 page, full color financial newsletter for financial advisors and consumers, produced by Liberty Publishing. The articles are consumer-oriented and present a wide variety of topics. Quantities are available with your custom imprint, including the RFC Key, for mailings to clients, prospects and professional advisors.

20/20 Newsletter - A 4 page color client financial newsletter, also available from Liberty Publishing, that creates a strong impression, but is less expensive than the Financial Insider. We strongly recommend that each member distribute a bi-monthly client newsletter - either one of these from Liberty Publishing, self-published, or from another source. IARFC members discount up to 30% from Liberty Publishing.
Contact Person: New Sales: Sales and Marketing or Existing Sales: Sarah Goss ext. 144
Phone: 800.722.7270 ext. 135


Money Concepts Wealth Management & Financial Planning
You Determine Your Path And Define Your Success

"The Money Concepts System has allowed me to build a multi-divisional...multi-marketing...major enterprise in my area." - Pat Dodds, CEP, RFC®

Money Concepts was established in 1979 by entrepreneurs FOR entrepreneurs.

Our results Proven Business Systems Provide:

-No Fee franchise model with trademarked system customized on you unique abilities
-Non Proprietary products on a fee and commission basis without quotas, hidden fees or haircuts
-Strategic Partner platforms available for banks, credit unions and tax professionals

We are relentlessly focuses on our advisors to serve as their business partner to THEIR success. This understanding and commitment is one of the many reasons that 38% of our advisors have placed their trust in use for over 30 years.
Member Link:
Contact Person: Allen Porter


RME - Comprehensive drip marketing

RME is a comprehensive direct marketing solutions company based in Tampa, Florida. For the past 16 years, RME has specialized in driving consumer response by leveraging turnkey in-house capabilities to put data in action for lead generation campaigns, provide best in class marketing services and develop social event marketing programs. RME works with a variety of regional and national clients in the areas of CPG, entertainment, financial services, franchising, healthcare, mortgage, nonprofit and retail.

Member Link:
Contact Person: Brian Grolemund at extension 5271 or Josh Danielson extension 5331
Phone: 800.795.2773 x 5271, or 5331
RME Sales and Marketing Super Cruise, January 2013


Selling Without Wresting ®
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.
Member Link:
Contact Person: 866.674.9479
Individual Coaching:


IPS Advisor Software
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% discount.
Member Link:


Virtual Sales Assistant - VSA
VSA has been described as an interactive library, but it is much more than that. It is truly a very knowledgeable assistant that can put virtually everything you need to operate a financial practice at your fingertips. Your assistant is available to you on any computer, anywhere in the world and is on call 24/7/365. All you need to do is access the Internet, enter your passwords and, with a few clicks of your mouse, your assistant will: prepare personalized reports for your clients and prospects, Give you the names of your client's neighbors for referrals, Prepare PowerPoint presentations for seminars, Calculate your client's personal, estate, charitable and business needs and prepare a custom report, Send newsletters to all your clients. The Virtual Assistant is normally just $24.95 per month, but we have a special discounted price of only $19.95 per month! The first 30 days are free and there is no contract! SIGN UP NOW!
Member Link:
Be sure to enter RFC in the company code request box to get your discount!

Practice Tools


The nation's leading provider of fully integrated, all-digital wireless service. IARFC members receive a 17% discount on their Sprint rate plans, best corporate pricing on new phones and upgrades, and a 20% discount on accessories! These incredible discounts apply to existing Sprint units as well as new activations.
Member Link:
Contact Person: Lisa Glenn
Phone: 713.579.9645


IARFC YourMembership
Browse job postings and find resources to help you succeed at all stages of your career and practice. Find the best product & price to meet your staffing needs with our job posting packages. The IARFC Jobs section is the premier electronic recruitment resource for the industry. Job seekers can showcase their skills and work experience to prospective employers to find the best job opportunities. And employers and recruiters can access the most qualified talent pool with relevant work experience to fulfill staffing needs. 
Member Link:
Phone: 860.437.5700


Office Depot
IARFC has partnered with Buying Power to manage our Sprint and Office Depot discount programs. If you have any questions or need assistance getting started, please contact A global supplier of brand-name office supplies, office furniture, business products and services. IARFC members receive discounts up to 80% on the entire Office Depot catalog of products and services.
Member Link:
Contact Person: Lisa Glenn
Phone: 713.579.9645


With a presence in over 100 countries, Unibind provides clients with revolutionary binding system and a complete range of accessories for their presentation needs. Their binding, laminating and presentation products are the result of more than 25 years of research. 10% Discount Code: 200106
Contact Person: Zelna Carter
Phone: 800.864.2463 ext. 620
Brochure PDF Format


USA Business Lending, Inc. - Enroll Today and Increase Your Fee Income!
USA Business Lending Inc. will assist IARFC members to extend commercial loans to local businesses, franchises and professional practitioners. This opportunity for IARFC members, negotiated with Mike Surber, President/CEO of USA Business Lending, Inc., can have a major financial impact on the earnings of participating members. In a market where consultants sometime have problems generating business leads, offering a commercial loan as a “warm-up” is a way to get a business owner to agree to grant the initial interview to consider a Business Financial Plan.
Member Link:



Certified Senior Advisor
CSA - Premier education and credentials for professionals serving seniors. IARFC Relationship - IARFC professionals may now gain the premier CSA designation at the established corporate rate of $995! (Standard published rate is $1,595). Partner Program details
Member Link:
Contact Person: Anthony Gallegos
Phone: 888.828.9270

CPA Overview
We, at, aim to be the premier resource for students interested in pursuing a degree or certificate in accounting at any level. We provide you with everything you need to make an informed decision regarding pursuing an accounting education. We not only give you the facts, figures and statistics regarding accounting education, but also personal anecdotes, experiences and advice about life after graduation.
Member Link:

Insurance Programs


AMG Insurance Group
Program Highlights Specific focus on Personal Lines Insurance including Auto, Homeowners, and Umbrella policies with an emphasis on Risk Management. Our Risk Review and Analysis concentrates on the Adequacy of Coverage First, with annual reviews to meet the needs of changing financial circumstances. Careful management of deductibles to provide greater coverage and increased protection without increased cost in premium. Value added services for your clients and prospects. Listen to a short informative webinar:
Member Link:!affinity-partners
Phone: 602.359.0556


Advisor Group Benefits (LTD) - Group LTD Coverage for IARFC Members
Advisor LTD Group Program for IARFC Members Only   Highly affordable, core coverage for Members and their staff.   Nearly 70% of IARFC Members survey had no coverage or insufficient Disability coverage   Member Value:   Guaranteed Issue / No Medical or Financial Underwriting...only during this open enrollment period Top-tier carrier and LTD contract designed for Advisors & Staff Core coverage with affordable premiums Fast and easy enrollment with white glove service from Advisor Group Benefits Learn More:
Call Advisor Group Benefits at 1.800.385.9401 x 12 Visit
Member Link:
Contact Person: Chris Roberts
Phone: 800.385.9401

Compliance Services


Strategic Compliance Consulting (SCC)
A regulatory compliance consulting firm that has partnered with IARFC to deliver RIA regulatory compliance services at discounted prices. While often referred to as post-registration task, compliance actually begins with the RIA registration disclosures that encompass your firm’s initial regulatory filings. Afterwards, your compliance obligations extend into the day-to-day operations with supervisory procedures, book and records requirements, registration maintenance, and annual reviews. SCC’s services fully incorporate RIA regulatory compliance obligations thereby ensuring that your RIA firm begins its operations with a compliance-centered focus and maintains that focus throughout continued existence of the firm. Our regulatory compliance services are designed to ensure that you are meeting today’s stringent regulatory demands whether you are in the initial stages of establishing your Registered Investment Advisory firm or in the growth phase of operations. As an IARFC member you are now eligible to take advantage of our exclusive IARFC 20% discount. To request your discounted services listing, please visit our website be sure to identify yourself as an IARFC Member or email us.
Member Link:
Phone: 404.274.2333

Financial Planners Assistance Corporation
Available to all members at a special rate from Financial Planners Assistance Corp. 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.
Contact Person: Jeffrey Kelvin
Phone: 561.266.9002

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