This volatile market brings the value of the RMA®’s approach to retirement planning into sharp focus because it makes its benefits more apparent to those who feel the pain of their prior investment decisions. In particular, it highlights the reason why advisors should start their retirement planning work with the client’s Household Balance Sheet. The Household Balance Sheet … {…}
The Women’s Market: RIIA’s Marcia Mantell Profiled in Advisor Magazine
RIIA’s Marcia Mantell, who oversees Consumer education and outreach, discusses “The Women’s Market” in a profile in the current Advisor Magazine.
Mantell is the author of What’s the Deal with Retirement Planning for Women, a how-to book that inspires and motivates women to start talking about money and retirement realities.
From shoe shopping to learning the language of investments, Advisor Magazine notes that in the book Mantell speaks to women in no-nonsense yet compassionate terms. Advisor Magazine talked to her about how financial advisors can be more responsive when working with women, and more effective as well, while helping them to take responsibility for their financial futures.
Mantell launched Mantell Retirement Consulting, Inc. in 2005 to help develop and deliver innovative, custom retirement programs and solutions to industry clients.
Post a Comment
You must be logged in to post a comment.