For more than a decade, 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.  It’s a different market where understanding those differences matters!

One mistake common in the retirement industry and among advisors is assuming that clients are “investors” who are comfortable in the world of finance.  This notion couldn’t be farther from reality.  Whether you’re dealing with over-inflated confidence or under-weighted concern, they are all “consumers” and “shoppers”.  Build longer-lasting relationships by truly seeing the world from a consumer’s perspective.

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.