Let’s Grow Together - Barry L. Dayley, MRFC®, CFP®

Announcing Our New Trustee Chair Barry L. Dayley, MRFC®, CFP®

Let’s Grow Together

Since joining the IARFC in 2008 and becoming a Registered Financial Consultant, I have been impressed by the inclusive nature of this excellent Association serving members in the investment, insurance, and financial planning business. It stands out as a “non-profit association of proven financial professionals, formed to foster public confidence in the financial services profession, where all members adhere to a clear code of ethics.” This, coupled with a culture of professionalism, “empowers financial consultants to make a transformational difference in the lives of the families, businesses, and communities they serve.” It is this Mission that drives us to assist thousands of members around the globe, including members in the United States and Canada, China, Hong Kong, Macau, Taiwan, and the Philippines.

My involvement in the governance of the IARFC began in 2016, when H. Stephen Bailey, Ph.D., MRFC®, our outgoing Chairman, encouraged me to participate in the Association as a member of the Board of the Master Registered Financial Consultant program. Shortly after, I was elected Chairman and worked together with a great board and executive team to get the MRFC certification fully accredited by the NCCA. Currently the MRFC is among a few recognized by FINRA as accredited designations.

As we look to the future of the IARFC, our challenges and opportunities in many ways mirror those of the profession. We have reached a point in America where there are more financial consultants over the age of 70 than there are under the age of 35. Multitudes of current consultants need to transition their business to a younger generation. Better training and support are needed for young people seeking to be part of the financial planning profession. Regulatory changes continue to add complexity to our business requiring better training, reliable information, and support. Built into each of these challenges is the opportunity to become a better, more sustainable association as we craft and implement long-term solutions.

Our main objectives in the next three years will be two-fold.

First, accelerated growth in overall IARFC membership worldwide, with a push to attract both a greater number among those starting out in the profession, and representatives of insurance companies and independent advisors or RIA’s. We would also like to increase the number of MRFC certificants by at least five times.

Second, enhanced ethical accountability and support not only for the IARFC but for the profession overall. Working with our local chapters, we are confident in the achievement of these goals.

We have an exciting future as we grow together and we ask for your support in our Mission of empowering more financial consultants to make a “transformational difference in the lives of the families, businesses, and communities they serve”.

Barry L. Dayley, MRFC® Contact: (561) 472-2000 ext 85050 bdayley@iarfc.org www.iarfc.org

Thanks Steve,

For stepping up and working through Association infrastructure challenges that seemed unsurmountable at times. Your day-to-day dedication made a difference to the IARFC and to the Home Office Team that greatly benefitted from your strong leadership.

My hope is to build upon your achievements and further increase IARFC visibility and membership. Accept my deepest admiration for a job well done.

I know you will be available whenever I need support and guidance.