Ed Morrow
CLU, ChFC, CFP, RFC
|
|
In 1997 he received the Certified Trainer CT designation from the International Board of Certified Trainers. He has served as an adjunct instructor in financial planning at Purdue University, and Practitioner in Residence for three years at Wright State University. For eight years he hosted a weekly radio show "Money Talks" on WPFB.
He appears regularly on the national programs of broker dealers and professional associations such as FPA, NAIFA, IARFC, SFSP, AICPA, CLU Institutes and five times at the MDRT. Ed's presentation topics include: "Strategic Marketing Solutions," "Adding Fee-Based Income", "Personal Coaching," "Web-Based Marketing" and "Client Relationship Marketing." Currently he is a practice management columnist for: Journal of Financial Planning, Financial Planning Magazine, and Financial Services Advisor, Financial Services Journal Online, Advisor Today, the IARFC Register, InsuranceIQ, and Probe magazine. His 400 articles, three books and hundreds of presentations have made him internationally regarded as "an advisor to financial advisors."
He has designed eight software programs used by over 4,000 financial planners, accountants, life agents, attorneys and educators. The Text Library System, includes a Master Implementation Checklist of 750 planning techniques and over 5,000 pages of financial information for use by a financial advisor.
Mr. Morrow has headed the 6,000 member Ohio Association of Insurance and Financial Advisors. He served as a director of the Institute of CFP and as Mentor at the first ICFP Residency. He currently serves as CEO of the International Association of Registered Financial Consultants and also directs the new Division of Financial Advisors of the National Association of Insurance and Financial Advisors.
