Ed Morrow began his business career as a financial analyst for Dun & Bradstreet. Thereafter, he was the manager for a major life insurance company, supervising marketing activities and training in the estate planning and employee benefits areas. In 1969 he founded Financial Planning Consultants, of Middletown, Ohio, specializing in planning for corporate executives and business owners. The firm is now engaged in software development, training and consulting for the financial services profession.
 
Professional designations: Chartered Life Underwriter, Chartered Financial Consultant, Certified Financial Planner and Registered Financial Consultant. 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, Miami University of Ohio and Wright State University. He appears regularly on the programs of Estate Planning Councils and national business seminars, including the Financial Planning Association, National Association of Insurance and Financial Advisors, CLU Institutes and five times at the Million Dollar Round Table.
 
Twenty-two training manuals for financial planning practice management have been authored by him. For eight years he hosted a weekly radio show called "Money Talks" on WPFB and prepared weekly columns for local newspapers. He is currently a frequent guest on the Pavilion website with, "Practice On Your Practice."
 
A prolific author of over 400 articles on practice management and financial planning in professional journals, He has also published three books on practice management and designed eight software programs that are used by over 4,000 financial planners, accountants and educators. The ProPlan comprehensive financial planning software was released in 1980. The Text Library System, which includes a Master Implementation Checklist of 750 planning techniques and over 5,000 pages of financial information that can be used by a financial advisor, was introduced in 1982.
 
Mr. Morrow has headed the Continuing Education Committee for the Society of Financial Service Professionals (CLU & ChFC) and was the founding President of the Miami Valley Society of the ICFP. He is a past President of 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 a director and CEO of the International Association of Registered Financial Consultants. He also directs the new Division of Financial Advisors of the National Association of Insurance & Financial Advisors.
 
He has been selected by Money Magazine as one of "the 200 leading financial planners in the U.S." In 1992 he was appointed "Practitioner in Residence" at Wright State University, where he assisted for three years in the enhancement of its Financial Services curriculum. In 1994 he authored Computerizing Your Financial Planning Practice that was offered by the College for Financial Planning. In 1998 he co-authored with Jeffrey B. Kelvin The Complete Millennium Preparation Guide for Financial Advisors. Mr. Morrow, in 1999, authored the book Personal Coaching for Financial Advisors, a reference guide for those interested in enhancing their most valuable asset - themselves.
 
Ed is a frequent presenter at national conferences of insurance companies and broker/dealers generally on topics such as "Strategic Marketing Solutions," "Personal Coaching," "Web‑Based Marketing" and technology applications relating to Client Relationship Marketing.
 
Currently, Ed is the practice management columnist for Journal of Financial Planning, a contributor on financial planning practice topics for Financial Services Advisor, and Financial Services Journal Online, Advisor Today, the IARFC Register and Probe magazine. His articles, books and presentations have made him internationally regarded as "an advisor to financial advisors." He has two manuscripts under development for release in the fall of 2000

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