Second Edition RIIA® Client-Focused Book Launched: “What’s The Deal With…The Retirement Management Analyst”

The second edition of this book for individuals planning for retirement and advisors seeking information about RIIA®’s Retirement Management Analyst® (RMA®) designation is now available on Amazon.

The book, authored by Francois Gadenne, Co-Founder, Chairman and Executive Director of RIIA, explains the RMA and the value of working with an advisor who holds the RMA designation – a recognition of the highest level of knowledge and expertise in the area of retirement income planning.

Outlining the RMA curriculum and what makes it unique, the book explains the RMA Signposts and how they can be used to frame conversations with clients.  These include: the Client Diagnostic Kit℠, the Retirement Allocations℠, the RMA Toolbox℠ and RMA Practice Management℠.

The Client Diagnostic Kit and the Retirement Allocations are what make the RMA designation uniquely differentiated in the marketplace.  The Client Diagnostic Kit firmly places the client, instead of investment products, at the center of the retirement management and retirement-planning process.

The Retirement Allocations are risk-management allocations which demonstrate that the retirement management and planning process must start with risk management instead of asset management or financial product allocations.

The RMA Toolbox includes the analytical coverage of the complete Household Balance Sheet℠ to ensure the inclusion of all process implementation approaches, account locations and products/solutions.

RMA Practice Management section focuses on the “complete practice coverage” provided by the RMA Retirement Policy Statement, along with the RMA’s high eligibility standards and code of ethics.

This second edition adds the client-focused paper “Ah-ha Moments!” to its overall outline of the ways in which RMA’s help address one of the key financial issues facing retiring Americans: the need to create durable, inflation-adjusted retirement income that can last 30 years or more in retirement.

Click here to see the listing on Amazon or purchase the book ($7.95).

The book was designed by Robin Taliesin of Raven Creative, RIIA’s strategic marketing partner, and published by RIIA member, Jack Tatar and his media company, People Tested Media. People Tested Media has published other RIIA members such as Marcia Mantell, who wrote “What’s the Deal with Retirement Planning for Women?,” and Shelley Giordano, whose book, “What’s the Deal with Reverse Mortgages?,” is not only the best-selling book on reverse mortgages but was featured in Time Magazine.  Contact Jack at [email protected] for more information.

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