Blog Archives

(SLIDESHOW) Emotional Issues of Retirement - What Every Financial Advisor Should Know

5/19/2015

By Antoinette Rodriguez, MBA

Many times, it's easier for Financial Advisors to focus on the nuts and bolts of getting clients ready for retirement without acknowledgment of the emotional side of this major life event. I've put together this slideshow to review just some of the psychological issues FAs should be aware of and be prepared to discuss.

Emotional issues of retirement - What every financial advisor should know from Antoinette Rodriguez

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(WATCH) 5 Thank You Note Tips - For Business Professionals

5/5/2015

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By Antoinette Rodriguez, MBA

Think handwritten notes are passé? Watch the 40 second clip to learn 5 short tips for writing thank you notes (including what not to do).

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Blog Author

Antoinette Rodriguez aka "ARod" is the CEO of New York City-based MarFi Advisors, a Million Dollar -level consulting firm and coach to financial and professional service providers.

ARod is also the lead video producer for MarFi Video Production for Independent Financial Advisors.

She has over 35 years of experience in "C" level relationship development and is a former Financial Advisor at Merrill Lynch's New York City then downtown World Financial Center headquarters.

If you want to book a one on one consult with Antoinette Rodriguez, email her here.

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