Since 2005, financial services companies across the U.S. have tapped Mantell Retirement Consulting to help develop and deliver innovative, custom retirement programs that are never ordinary.
Clients rely on Marcia Mantell to grow their retirement business lines through:
- Strategic positioning and thought leadership,
- Business development and implementation,
- Proven practice management techniques for financial advisors, and
- Unique insights into women’s and consumer markets to grow their retirement business lines.
Combining hands-on work in the field with in-depth understanding of economic and consumer trends that are reshaping the landscape of retirement, Mantell Retirement Consulting helps retirement business leaders define their strategy for growth and build custom retirement programs tailored to each client’s unique situation.
Clients benefit from the powerful combination of Mantell Retirement Consulting retirement knowledge, technical details, and business building know-how to better define and develop their own retirement offerings. The results are dynamite!
From the beginning of the partnership with Mantell Retirement Consulting to the final deliverables, clients are confident that they are working with a retirement authority who focuses on helping them achieve new and exciting results that will advance their retirement business.
Marcia Mantell brings extensive retirement industry, technical and business knowledge and know-how to every project:
Retirement knowledge – Broad marketing and communications expertise in launching new retirement programs, products, services, web content or packages.
Regulatory understanding – Extensive background working with retirement business channels and within regulatory and ERISA requirements, and Social Security and Medicare – plus the SECURE Act and Reg BI Standards – to develop new and innovative positioning, messaging, materials, programs, and services.
First-hand experience from the field – Years spent on the road with sales management, advisors and brokers; wholesalers and relationship managers; 401(k) and 403(b) managing directors; and presenting to plan participants and consumers about transitioning to retirement.
Industry complexities – Deep understanding of the financial services industry channels, including Broker/Dealers, IBDs, Financial Planners and Advisors, RIAs, Banks, Insurance agencies, Mutual Fund manufacturers, Clearing firms, and Recordkeepers.
Customer insight – In-depth understanding of retail consumers across life stages, generations, segments and levels of retirement readiness.
The end result is a competitive advantage for you.