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 How
Strong Is Your Bridge?
by Forrest
Wallace Cato, RFMA, RFC
During my past 27-years as a Media Advocate for financial advisor
clients, I have been 'laying stones' into place for the building of
bridges to their greater image and greater marketing success. Each
'stone' is carefully placed into precise position and adds to the
strength of their bridge. The desired impact is achieved with various
prospects at different points in time during the 'stone placing'
process. This reassures your clients and cultivates your prospects.
 Thirteen
Surgeries, Twenty Two
Broken Bones,Two Gunshot
Wounds, And Then …
by Mike Watson, FMM, RFC
When I was paralyzed I retained my dream of becoming a financial
planner. I continued to read and read about financial planning. I
marked in yellow many of the statements by the late Loren
Dunton, who founded financial planning. I also
highlighted the recommendations of Forrest Wallace Cato,
RFC, who edited the first financial planning magazine
and got the national publicity which introduced this new profession.
 Is
Your Practice Customer Centric?
by Edwin P. Morrow, CLU, ChFC, CEP, CFP®, RFC®
Companies spend a fortune on customer
relationship marketing programs to build those relationships. In turn,
those CRM-centric relationships are fundamental planks of brand
loyalty. They justify loyalty and they amplify loyalty.
According to business trade publication
Brandweek, 76 per cent of consumers across all demographic groups
consider a product's brand before making a final
product selection. The same holds true when a consumer acquires or
retains a service – loyalty is the first
consideration.
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 Agents
and Planners Now Experience More Legal Problems (Lawsuits!) than
Physicians
(Part One)
An Exclusive Financial
Services Journal On-Line Interview With
Robin S. Mills, President
Financial Advisors Legal Association
I am displeased when a financial
professional is hit with a groundless claim which is the majority of
the time. If the financial professional settles the claim due to the
economical and emotional burden, the end result is a mark against us.
Financial Advisors Legal Association understands this is not a
desirable outcome. This is why we fight vehemently when our members are
faced with a claim!
 Compliance
Review Information About
The Registered Financial Consultant And The (RFC) Designation
by Rick White, RFC
The IARFC is a non-profit organization established in 1984 to provide
education, qualifications, standards and registration to financial
services persons. From 1984 until 2000 it was a small group of rather
elite advisors who offered "comprehensive" planning to a select
clientele. In 2000 the mission of the IARFC was expanded and the
association now conducts courses in 16 countries, often in partnership
with leading universities.
 12
Things Your Buyers Want Other Than Lowest Price
by Bill Brooks
I keep seeing a quote that says,
"The bitterness of poor quality remains long after the sweetness of low
price is forgotten." The quote is so common because it's
unquestionably true! Of course your prospects would
like a low price (or rate or fee). But nine times out of 10, they know
that "low price" can often translate as "poor quality." In fact, your
prospects value many things other than a low
price… and some of these other things can be just as
persuasive as a low price in getting them to buy from you, whether you
sell products to individual end-users or services to major
corporations.
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