For more than three decades, Marcia Mantell has talked to thousands of women who want to retire. From these chats, she brings insights and in-depth knowledge to developing retirement programs and services that help you win in the women’s market. And, can help you build longer- lasting relationships by seeing the world from the female consumer’s perspective.
It’s a different market where understanding those differences matters!
One mistake common in the retirement industry and among advisors is assuming that “women” is a singular segment. That all females think in a similar way or approach money and investing in the same way. This is far from reality. Every woman has a unique path she’s walked, and her background, experiences, and decisions will give her a unique relationship with money.
Another common mistake is assuming women clients are “investors” who are comfortable in the world of finance. That they love pouring over pie charts and donut graphs. This notion couldn’t be farther from reality for most women. Helping women understand financial matters and helping them close the gap in financial literacy is a critical strategy to winning more “dollars from women.”
Working directly with Marcia Mantell, she’ll help you:
- Build retirement programs that resonate with women and encourage them to take the next right steps.
- Review your content and “translate” it into more consumer-friendly terms.
- Train your organization about the finer points of working with women to attract and keep them with your firm.
