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Consumer Brochure- 3 Panel
Price: 50 - $20, 100 - $36, 200 - $65, 500 - $150
Consumer Brochure- 3 Panel
Consumer-oriented brochure to distribute to clients or prospects. Full Color. 3 panel. 8.5" x 3" tri-fold, ideal for mailing insertion. Additional shipping charges may apply.
Discovery Checklist
Price: Download Free "Limited Time Only"
Discovery Checklist
Discovery Checklist Client Attitude/Experience Re: Financial Planning: The importance of effective communication between consultants and clients cannot be overemphasized.
Image Building Brochure - 3 Panel
Price: 50 - $20, 100 - $36, 200 - $65, 500 - $150
Image Building Brochure - 3 Panel
Consumer-oriented brochure to distribute to clients or prospects. Full Color. 3 panel. 8.5" x 3" tri-fold, ideal for mailing insertion. Additional shipping charges may apply.
Journal of Personal Finance Volume 15, Issue 1, 2016 (PDF Format)
IARFC Members receive a complimentary electronic copy.  IARFC members who would like a hard copy may purchase one.
Price: IARFC Non-Member Price $20 "Download"
Journal of Personal Finance Volume 15, Issue 1, 2016 (PDF Format)
tax free
IARFC Members receive a complimentary electronic copy. IARFC members who would like a hard copy may purchase one. Non-IARFC Members may purchase either an electronic or hard copy.
RFC Lapel Pin
Price: Cost per Item: $30
RFC Lapel Pin
Gold finish lapel pin with RFC key. Features a 'no-twist' device to keep it in place.
White Paper - How to Close the Client Engagement
How to Close the Cleint Engagement
Price: Download Free "Limited Time Only"
White Paper - How to Close the Client Engagement
This white paper relates the journey from even before meeting the prospect to actually closing the client engagement and all the detailed processes in between ‒ a blueprint for successful conversion.
White Paper - How to Find the Facts
Fact Finding session and the importance of a good Discovery process
Price: Download Free "Limited Time Only"
White Paper - How to Find the Facts
This white paper discusses How to conduct a Fact Finding session and the importance of a good Discovery process. Both of these processes are used to go beyond just finding the basic information from their clients.
White Paper - Utilizing the Financial Planning Process
The journey from even before meeting the prospect to actually closing the client engagement
Price: Download Free "Limited Time Only"
White Paper - Utilizing the Financial Planning Process
This white paper relates the journey from even before meeting the prospect to actually closing the client engagement and all the detailed processes in between ‒ a blueprint for successful conversion. This white paper relates the reasons for utilizing a
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