Summer 2020 Issue of Financial Publication Available Now

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The International Association of Registered Financial Consultants (IARFC®) has completed the Summer issue of the Register, a national industry member benefit publication online at This edition features articles from our younger contingent of members and information regarding the next generation of financial professionals.

Summer Register

When the times are more challenging, he feels that a true ethical financial professional is manifested through client loyalty and confidence...IARFC Trustee Chair and CEO, Dr. H. Stephen Bailey, MRFC®.

Dr. Craig Lemoine, MRFC®, the IARFC Member Profile for this month, invites readers to Look Up, Love Others, and Reach Out. He has a close connection with the next generation of financial consultants. As a professor at the University of Illinois, he sees the future of the industry seated in front of him now, virtually learning as he navigates education Covid19 style. He enthuses students with his passion for the industry and how as financial consultants they can affect the lives of their clients. His experiences in their education studies and getting them prepared for a career in financial services brings a unique perspective to share.

Contributed articles include:

  • Next Gen by Gavin Merwin, RFC®
  • Brand Relevancy – Staying Pertinent in a Rapidly Changing World by Julie Friend
  • Marketing to the Next Generation of Clients by Jamie Bosse, RFC®
  • Running my Practice During a Pandemic by Michael Saltiel, MRFC®
  • This is the Ideal Time to Reach Out to Those Elusive Millennials by Jorge Villar
  • Being Comfortable with Remote Selling by “Coach Pete” D’Arruda, MRFC®
  • #NewNormal by Angela Wentz, MRFC®
  • How to talk to Someone Younger Than You by Bryce Sanders

The Dunton Award Committee is seeking nominations for its annual award in honor of Loren Dunton, the “Father of Financial Planning”. Members are encouraged to send in nominations of those who have achieve significant experience and status in the IARFC and the field of financial services in general. Download the form and submit to Nominations close September 30th. .

The National Financial Plan Competition is open for University registration along with a call for Corporate sponsorships and Individual donations. Educators are invited to sign up their teams for the 2021 event. More about how to enter and important deadlines are covered by Financial Planning Competition Coordinator, Vicki Caplinger in the Membership Services Section.

Internationally, the Register checks in with updates from the chapters. This issue highlights a number of virtual events taking place in the Philippines. The IARFC Board Trustee Chair and CEO, Dr. H. Stephen Bailey, MRFC® will be virtually addressing their upcoming graduating class from their recent RFC Conversion Courses.

In his Trustee’s Chair Narrative, Bailey relates his path to finding his new normal and how he has had to keep in closer contact with his clients with ethics being more important than ever. When the times are more challenging, he feels that a true ethical financial professional is manifested through client loyalty and confidence.

To access the Register, visit the IARFC website. Those interested in teaching others about their practice and being published can reach out to editor Susan Cappa at There are opportunities open for the Fall edition.

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