Current Issue

Volume 19, Issue 4 - July-August 2018

Cover Profile

Cliff Walsh, RFC®

Discipline and Emotional Control

The Register is showcasing one of its “own”, writer/contributor Cliff Walsh, RFC®, vice president of asset management at American Portfolios Financial Services, Inc. (AP) in Holbrook, N.Y. Before joining AP in October 2017, Walsh served as the chief investment officer of Progressive Advisory Solutions, LLC, where he oversaw the company’s investment process, portfolio management and risk controls. He has also served as the director of investments at PPS Advisors, Inc., and acted as the portfolio manager of PPS Advisors’ investment strategies. In addition, Walsh held positions at CCM, Julius Baer Investment Management and Sidoti & Company. 

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Register Volume 19 Issue 4 Download PDF


The Register, published since 1999 by the International Association of Registered Financial Consultants (IARFC), is a practitioner-oriented, financial magazine. The Register includes profiles, articles, interviews, book reviews, practice management techniques, product information and marketing recommendations. Our mission is to update members on current matters, along with a listing of newest members and latest conferences with CE approved curriculum.

It includes articles and advice on technical subjects, economic events, regulatory actions and practice management. The facts and opinions in the IARFC’s Register articles represent their author’s views and are not endorsed by the publisher.

The IARFC makes no claim as to accuracy and does not guarantee or endorse any product or service that may be
advertised or featured.

The Register printed version goes to over members and digital edition goes to practitioners, academicians, and decision makers in financial services made of the full membership of the International Association of Registered Financial Consultants, plus selected others who are nonmember MRFC certificants, and candidates for the MRFC, RFC®, and RFA®.
Wendy M. Kennedy

Susan M. Cappa

Editorial Advisory Committee
Peter J. D'Arruda, MRFC
Michelle Blair, RFC®


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Cover Profile Criteria: Profile Participant, must be an IARFC member in good standing, have made contribution to the financial industry, i.e. writing articles, donations to industry events and/or continuing education program activities. Cover Profile Participants are also selected according to the Register annual Editorial Calendar theme and topics. Time:  Selection of the Cover Profile Participants are made (early Fall) for the following calendar year. Selection Committee: Is made up of the Editorial Board of the Register (Editor-in-Chief, Editor and IARFC Operations). Final selections are also reviewed by the IARFC Chairman.

Become a Cover Profile Participant:  Contact the Register Editor-in-Chief, Wendy M. Kennedy at editor@IARFC.org, 513.261.6047 to be added to the roster of names in Cover Profile Participant database. The Register Editor-in-Chief will contact you if selected within 90 days of the Register publication deadline date you are selected to be profiled. Please, be prepared to provide your professional resume or vita.

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