Register Cover Profile
Ron Pullman, RFC® Properly Educating the Client is a Commitment to Excellence of Service
This month the Register focuses on continuing education. While it is one of the foundations of the IARFC designations, it also is of critical importance within the client/consultant relationship. Properly educating the client is a commitment to excellence of service. Ron Pullman, of the Pullman Financial Corporation in Carnegie, PA is our Register cover story. Pullman Financial is a full service firm committed to helping people pursue their financial goals with a wide range of creative financial products and services for individuals and business owners. His website maintains a client portal as a financial resource center that endeavors to instruct clients on financial issues. Gone are the days when the public had to go to the library to find information on financial topics. Today’s technology put articles, videos, opinions, reviews and customer complaints at their fingertips. Helping the client navigate and make sense of this vast amount of instant information is vital to understanding their goals and creating a financial strategy. Ron takes advantage of client interaction opportunities by maintaining an extensive Client Resources section that touches on relevant topics regarding today’s money concerns. Providing this easy to understand gateway to financial education is one of the reasons that Pullman Financial Corporation has been able to service clients efficiently for over 25 years. Interestingly enough, strip away some of the corporate financial consultant layers and we find Ron Pullman’s alter ego — the musician, songwriter and performer who sings of Island getaways, Broken Love and Going Fishing. Here’s “their” story… Page 12
Register: Tell us the story of Ron Pullman, RFC®. Describe your journey in the financial services profession? Ron: My journey started with General American Insurance Company and a Pittsburgh based financial company, Luttner Financial Group. It was the perfect time to begin a career in the financial services industry. It was a time in our industry when companies like General American educated agents on Estate Planning with actual legal courses, spending thousands of dollars with the belief that if the agents were better educated they would provide more sales and see more opportunities to assist clients with their financial needs. Earl Luttner, (Luttner Financial Group) also believed in that process, so I started in the industry learning everything possible about my craft. Earl Luttner was a very perspicacious businessman. I learned how to run a successful business just shadowing Earl for many years. Register: Who were some of your most influential mentors along the way? Ron: There were many mentors. Some are still with me as mentors today. The first mentor was my father Bill Pullman who taught me the importance of the spiritual disciplines that a leader and businessman must possess. Though my father died while I was in my early 20’s, he left me with a lifetime of knowledge that I would need and call on regularly to be successful, which meant having meaningful personal and business relationships. He would always say to me “You can make more friends in two months by becoming interested in other people than you can in two years by trying to get other people interested in you. Always speak to everyone in the same way, whether he is the garbage man or the president of the university. Remember we are all carrying some kind of burden”— Bill Pullman Sr. He was the master of respect and the understanding of surrendering as an empowerment. I wrote songs about his teachings. Then there was Bill Smith a farmer and businessman that I worked for during my teens. Bill taught me how read the stock market section in the newspaper and would allow me to invest in corn and soybeans futures with him using some of my weekly pay combined with his trades. Along with opening my mind to the NY Stock exchange and then the Mercantile exchange. Bill was a great communicator, who would always say to me “Communication is the solvent of all problems, therefore communication skills are the foundation for personal development.” The Register | July-August 2017
Published on Jun 19, 2017
This month the Register focuses on continuing education. While it is one of the foundations of the IARFC designations, it also is of critic...