Education & Training for Financial Professionals
Clients count on their Financial Advisors to guide them through the complexities of retirement. Financial Advisors count on Mantell Retirement Consulting to deliver engaging, relevant, hands-on training and workshops with practical steps they can take back to the office and implement quickly and effectively – education that will have a direct, positive impact on their clients and their own P&L.
Building Custom Education Programs
Every firm has a focus on their specific business requirements, products and retirement goals. All educational programs are customized when you work with Mantell Retirement Consulting and are developed to directly support your goals and integrate your specific brand, philosophy, and solutions.
Custom educational programs from Mantell Retirement Consulting are designed to:
- Deliver accurate technical information,
- Focus on practical, business-building implementation, and
- Introduce ideas that can be incorporated into your team’s busy days.
Mantell Retirement Consulting Workshops and Training Sessions
Marcia Mantell has been introduced as “one of the retirement industry’s most dynamic and engaging speakers.”
She knows what it’s like to be bored and feel like the training session is a waste of time. As a result, her training sessions are full of hands-on exercises, friendly competitions, and even Lego building!
Her goal: education that’s fun, engaging, practical, and effective. In the end, the attendees
- Learn new material,
- Become more technically proficient,
- Gain access to resources, and
- Feel that the time out of the office was well-spent.
Call on Mantell Retirement Consulting to develop retirement training programs that make a difference for your advisors, employees and clients.
Ideas for custom workshop training sessions:
- Building a Retirement Niche Business
- What’s the Deal with®…Retirement Planning for Women?
- Transition to a Retirement Income Planning Practice: Optimal Strategies
- Social Security and Medicare Fundamentals
- Ready to Retire? How Do You Really Know?
- Rollover IRA Success: One Investor at a Time
- Small Business Retirement Opportunities