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Best Practices:
CIFA will provide a forum for the exchange of ideas
among the leading advisors in the country. A national meeting of CIFA
members is scheduled for November 1st and 2nd, 2000. Throughout these meetings and the CIFA affiliation, members can
draw upon the expertise of a diverse pool of professionals, and gain
access to a referral network across the country.
In addition to the resources of its membership, CIFA
is dedicated to the creation of a knowledge, product and service pool
where the efficiencies of shared costs and administration can deliver
bottom line benefits.
Services in development include:
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Level
One: provides access to the general public, including referral
sources to information on member firms, articles and general
investment advice.
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Level
Two: provides custom access to clients, linking them to their
firms for account information, and more in-depth resources.
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Level
Three: provides the member firms with access to database
information, best practice procedures, white papers, compliance
information and CIFA resources.
Education
leveraging the members' ability to become a recognized and published
resource within their local and regional communities. Expand their
ability to attract media attention in national segments.
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Access
to a controlled state chartered trust company
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Representation
on vendor and industry advisor boards
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Provide
a uniform strategy to create and maintain strategic alliances
between member firms and related financial disciplines.
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Combined
purchase power to provide discounted or shared services including
research or consultative service, or acquisition of office
equipment, etc.
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Consistent
opportunities for member meetings to provide a forum of idea
sharing. (Twice a year)
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Commonality
of Systems and certain aspects of business operations
- Required participation in community programs ( i.e. Planner
Without Minimums (PWM), etc.)
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