Vol. 11 Iss. 9 - iarfc
Vol. 11 Iss. 9 - iarfc
Vol. 11 Iss. 9 - iarfc
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• I N T H I S I S S U E •<br />
1 New IARFC Members — Referror of the Month<br />
Financial Planning Building<br />
2507 North Verity Parkway<br />
P.O. Box 42506<br />
Middletown, OH 45042-0506<br />
800 532 9060 • Fax 513 424 5752<br />
www.IARFC.org<br />
BOARD OF DIRECTORS<br />
Edwin P. Morrow, Chairman & CEO<br />
CLU, ChFC, CFP ® , RFC ®<br />
edm@<strong>iarfc</strong>.org<br />
H. Stephen Bailey, President<br />
LUTCF, CEBA, CEP, CSA, RFC ®<br />
steve@hbfinancial.com<br />
Lester W. Anderson, V.P.<br />
MBA, RFC ®<br />
ande1024@bellsouth.net<br />
Wilma G. Anderson<br />
RFC ®<br />
wilma@theltccoach.com<br />
Jeffrey Chiew<br />
DBA, CLU, ChFC, CFP ® , RFC ®<br />
jeffreychiew@yahoo.com<br />
Ingram Jeffrey Eshun<br />
Ph.D., RFC ®<br />
jeff.eshun@dscfreedom.com<br />
Edward J. Ledford, V.P.<br />
CLU, RFC ®<br />
eledford@gmail.com<br />
Inshan Meahjohn<br />
BA Hons Mgt, MABE, RFC ®<br />
imeahjohn@altuscompany.com<br />
Michael W. Moeller<br />
MA, CFP ® , CFS, ChFC, RFC ®<br />
mike@moellerfinancial.com<br />
William L. Moore<br />
Pharm D., CLU, ChFC, FIC, RFC ®<br />
wmoore@kbigroup.com<br />
William J. Nelson, Secretary<br />
RFC ®<br />
billn@nelsonlearninginstitute.com<br />
Rosilyn H. Overton<br />
MS, Ph.D., CFP ® , RFC ®<br />
roverton@nyfinancial.com<br />
Jeffrey H. Rattiner<br />
CPA, CFP ® , MBA, RFC ®<br />
jeff@jrfinancialgroup.com<br />
Ruben Ruiz, Treasurer<br />
ChFC, CLU, MSFS, CSA, RFC ®<br />
rruiz@moneyconcepts.com<br />
2 Calendar of Events<br />
2 Register Round Up<br />
3 I’m Going Again<br />
by Rosilyn Overton<br />
4 Patrick Munro — Strive to Differentiate Yourself<br />
7 Do You Have What It Takes?<br />
by Jacqueline Russell<br />
9 The New Golden Rule<br />
by Barry Ferguson<br />
12 RIA Retainer Clients<br />
by Jeffrey B. Kelvin<br />
14 The Producer’s Guide to Asking Questions<br />
by Michael Lovas<br />
16 Cutting Edge Choices For Your 50plus(+) Aged Prospects<br />
That Always Beat Your Competition<br />
by Wilma G. Anderson<br />
18 How’s Your Attitude?<br />
by Bill Moore<br />
19 The Bigger They Are… The Harder They Fall<br />
by Chris Hill<br />
21 Is Your Practice Customer Centric?<br />
by Ed Morrow<br />
23 Compliance-Friendly Marketing<br />
Your Least Expensive Marketing Program — The Power Of Saying Thank You<br />
by Katherine Vessenes<br />
25 Spotlight on IARFC Benefits<br />
Answers To Your Questions About CE<br />
by Amy Primeau<br />
27 Business Mirrors Life —<br />
It’s the Mundane Stuff the Drives Us Crazy<br />
by Hesh Reinfeld<br />
The Register is published monthly by the International Association of Registered Financial Consultants ©2010,<br />
2507 North Verity Parkway, Middletown, Ohio 45042-0506. It includes articles and advice on technical subjects,<br />
economic events, regulatory actions and practice management. The IARFC makes no claim as to accuracy and<br />
does not guarantee or endorse any product or service that may be advertised or featured. Articles, comments and<br />
letters are welcomed by e-mail to: Wendy M. Kennedy, Editorial Coordinator, Editor@IARFC.org SSN 1556-4045<br />
Periodicals Postage Paid at Mansfield, Ohio.<br />
POSTMASTER: Send address changes to: P.O. Box 42506, Middletown, Ohio 45042-0506<br />
The Register | September 2010 Page 1