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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

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