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US Chapter Board Elections

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By Jeremy Nason

By Jeremy Nason

Now, imagine this: Let’s suppose your prospect became a client because you have two designations. Wouldn’t that mean that, logically speaking, they’d leave you to go to another advisor who has three? Four? Five? Fifteen? Designations are great to bring an element of credibility and peace of mind to the conversation, but people don’t buy from me because “I’m a CLU and ChFC.” As John F. Savage, CLU said: “Get all the education you can and then keep it to yourself, because nobody cares.”

Any industry jargon without explanation or translation. Go on YouTube right now and search for “Technical Jargon Overload.” It’s just a two-minute video. I find it hilarious while it’s also a warning. A warning to people in technical fields (such as financial services) not to talk over our prospect’s heads. If they feel intimidated, would they do business with you? Some still may! They may believe “They know all this ‘stuff’ so much better than I do, so I might as well work with them.” However, once they get an advisor that can translate and explain some terms and help facilitate a partnership relationship, rather than being “impressed”, they may leave you because they’ll feel better understood.

Zig Ziglar taught this rule of thumb: “If you write and speak at a 6th grade level, then even the college professors will understand you.”

Take a step back and look at your practice with fresh eyes. Are there any areas that need attention in your words, language, and stories?

David Kinder is a Tax Exempt Wealth Educator who believes in the fundamental right to be the primary beneficiary of your life’s work and of your financial and retirement planning. He is also a member/promoter of a large mentoring group of over 50 professionals nationwide called The Breakaway League that studies tax strategies for retirement and the use of unusual language to better engage the public.

David H. Kinder, CLU®, ChFC®, RFC®

www.DynamicAdvancedWealth.com www.TheBreakawayLeague.com www.TheExplanationofServices.com

IARFC US Chapter Board Elections

For 2021, there are two Directors up for re-election to take effect in 2022 - Lisa Ford, MRFC® and Brad Maples, MRFC® . One position is vacant so that adds up to 3 seats total. Nominations can be made by the membership to run for the Board.

Starting October 1

Suggestion can be sent by any IARFC member (via email) to the Nominating Committee Staff Liaison from those who wish to serve personally or endorsing a candidate for consideration. These nominations are welcomed from the general membership. Bio information, intent to serve, and an optional statement on their intentions to promote the Association will be collected. Nominations close October 31.

November 1

Nominations will be sent to the nominating committee for the initial ballot selection.

November 14

An election is conducted by the US Chapter Board of Directors with the results being announced by December 1.

January and February

Current and newly elected Directors make their travel plans to attend the Annual US Chapter Board Meeting. Location and venue to be determined.

To Nominate

If you wish to put forth your own name or nominate someone to fill a Director’s position, please contact the Nominating Committee Staff Liaison. Serving as a Director on the US Chapter Board is an opportunity to influence Chapter policy and expand the reach and influence of the IARFC US members.

. Nominating Committee Staff Liaison

Susan Cappa susan@iarfc.org (513) 424-1589 Nominating Committee US Chapter

Chair Vice Chair Secretary Treasurer

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