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Displaying products 1 - 20 of 26 results
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1" Binder with Logo
Price: Cost per Item: $24
1" Binder with Logo
Dark Blue 1" black D Ring Binder debossed with RFC logo for presenting financial plans. Additional Shipping charges may apply.
1" Binder without Logo
Price: Cost per Item: $24
1" Binder without Logo
Dark Blue 1" black D Ring plain binder for presenting financial plans. Additional shipping charges may apply.
12 Page Data Form, 25 per package
List of Requested Documents and Records, receipt and Authorization
Price: Cost per Item: $22
12 Page Data Form, 25 per package
12 page Data Form, 25 per package Data Forms for the Financial Facts, List of Requested Documents and Records, Receipt and Authorization
Advisor's Marketing Plan - Achieving Professional Success Starts with Organized Intentions (PDF Format)
Achieving Prosfessionl Success Starts with Organized Intentions
Price: $40.00
Advisor's Marketing Plan - Achieving Professional Success Starts with Organized Intentions (PDF Format)
tax free
This textbook and sample marketing plan helps the advisor increase and improve the flow of new clients.
Business Planning PowerPoint
Customize your presentation, utilize the scripts and make the sale!
Price: IARFC Member Price $39 "Download"
Business Planning PowerPoint
tax free
Open a market you have been looking for: the Business Owner. Use the IARFC Branding tools to add to your professional designation. The IARFC has developed a fully scripted, easily edited presentation for you to sell your services to the Business Owner.
Canons of Ethical Behavior Wall Plaque
Order the Canons of Ethical Behavior
Price: Cost per Item: $30
Canons of Ethical Behavior Wall Plaque
8.5" x 13" Walnut Plaque which displays IARFC Canons of Ethical Behavior behind clear plastic. Additional shipping charges may apply.
Client Aquisition - A Success Guide for Financial Service Professionals (PDF Format)
A Success Guide for Financial Service Professionals
Price: $40.00
Client Aquisition - A Success Guide for Financial Service Professionals (PDF Format)
tax free
Learn industry-proven methods for successfully identifying, selecting, and approaching prospect for financial products and services. The Client Acquisition guide covers procedures for creating prospect qualification and prioritization techniques.
Client Engagement – Beginning the New Relationship In the Most Professional Manner (PDF Format)
Beginning the New Relationship In the Most Professional Manner
Price: $40.00
Client Engagement – Beginning the New Relationship In the Most Professional Manner (PDF Format)
tax free
The proper engagement of the client is essential to the delivery of professional financial services. It includes the prospecting steps, the full and proper explanation of the advisor’s services, the complete disclosure by both the advisor and the client.
Client Engagement Business Owner - Package
Client Engagement Business-Package
Price: IARFC Member Price $39 "Download"
Client Engagement Business  Owner - Package
tax free
This packages includes certificates to present to business prospects when engaging them as a potential clients.
Client Engagement Personal-Package
Price: IARFC Member Price $39 "Download"
Client Engagement Personal-Package
tax free
This packages includes certificates to present to an individual prospects when engaging them as potential clients.
Client Personal Planning PowerPoint
Customize your presentation, utilize the scripts and make the sale!
Price: IARFC Member Price $39 "Download"
Client Personal Planning PowerPoint
tax free
Client Personal Planning PowerPoint Client PowerPoint presentation to present to the prospect on how the Financial Planning Process works.
Developing Recommendations - Creating Solutions That Lead To Accomplishing the Objectives (PDF Format)
Creating Solutions That Lead To Accomplishing the Objectives
Price: $40.00
Developing Recommendations - Creating Solutions That Lead To Accomplishing the Objectives (PDF Format)
tax free
Learn the inner workings of a financial plan from what should be included, to how to present the final plan to the client. Look beneath the surface and see how the decisions you and the client make will affect the outcome of the plan.
FPP 101 Book - Client Aquisition - A Success Guide for Financial Service Professionals (Hard Copy)
FFP 101 Client Aquistion Book
Price: From $40.00 to $55.00
FPP 101 Book - Client Aquisition - A Success Guide for Financial Service Professionals (Hard Copy)
The Client Acquisition guide covers procedures for creating prospect qualification and prioritization techniques. (format Hard Copy)
FPP 102 Book -Advisor's Marketing Plan - Achieving Professional Success Starts with Organized Intentions (Hard Copy)
FFP 102 Advisor's Marketing Plan - Book
Price: From $40.00 to $55.00
FPP 102 Book -Advisor's Marketing Plan - Achieving Professional Success Starts with Organized Intentions (Hard Copy)
This textbook and sample marketing plan helps the advisor increase and improve the flow of new clients. (format Hard Copy)
FPP 103 Book - Client - Engagement - Beginning the New Relationship In the Most Professional Manner (Hard Copy)
FFP 103 Client Engagement - Book
Price: From $40.00 to $55.00
FPP 103 Book - Client - Engagement - Beginning the New Relationship In the Most Professional Manner (Hard Copy)
The proper engagement of the client is essential to the delivery of professional financial services. It includes the prospecting steps, the explanation of the advisor’s services, the complete disclosure by both the advisor and client. ((format Hard Copy)
FPP 201 Book - Gathering Information - Establishing a Solid Foundation (Hard Copy)
FPP201 Gathering Information - Book
Price: From $40.00 to $55.00
FPP 201 Book - Gathering Information - Establishing a Solid Foundation (Hard Copy)
Learn the use of methods of gathering the client’s household and financial information, the issue related to employee and government benefits, the need and techniques for data verification, the use of personal documents organizers. (format Hard Copy)
FPP 202 Book - Developing Recommendations - Creating Solutions That Lead To Accomplishing the Objectives (Hard Copy)
FPP 202 Developing Recommendations - Book
Price: From $40.00 to $55.00
FPP 202 Book - Developing Recommendations - Creating Solutions That Lead To Accomplishing the Objectives (Hard Copy)
Learn the inner workings of a financial plan: what should be included, to how to present the final plan to the client. Look beneath the surface and see how the decisions you and the client make will affect the outcome of the plan. (format Hard Copy)
FPP 203 Book - Implementation and Monitoring - Consistancy in Plan Follow-Up is Achieved Only With Systems (Hard Copy)
FPP 203 Implementation and Monitoring - Book
Price: From $40.00 to $55.00
FPP 203 Book - Implementation and Monitoring - Consistancy in Plan Follow-Up is Achieved Only With Systems (Hard Copy)
Learn how to produce an Implementation Checklist for the client that presents all the recommendations and alternatives, provides sufficient education for effective decision making, notes the client’s decisions.(format Hard Copy)
Gathering Information - Establishing a Solid Foundation (format PDF)
Establishing a Solid Foundation For Building Long Term Security
Price: $40.00
Gathering Information - Establishing a Solid Foundation (format PDF)
tax free
Learn the use of paper and electronic methods of gathering the client’s household and financial information, the issue related to employee and government benefits, the need and techniques for data verification, the use of personal documents organizers.
Implementation and Monitoring - Consistancy in Plan Follow-Up is Achieved Only With Systems (PDF Format)
Consistency in Plan Follow-Up is Achieved Only With Systems
Price: $40.00
Implementation and Monitoring - Consistancy in Plan Follow-Up is Achieved Only With Systems (PDF Format)
tax free
Learn how to produce an Implementation Checklist for the client that presents all the recommendations and alternatives, provides sufficient education for effective decision making, notes the client’s decisions.
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