Dorie Rosenband's post-maternity return to Smith Barney shocked her into becoming a RIA
Seeking to build a practice serving women-in-transition, she hopes to attract other women advisors, too
In order to be the quality planner that Dorie appears to be one needs to fully understand the human equation. This means the following real risks of life that keep planner clients “up at night”: 1. Living to long 2. dying to soon 3. becoming disabled 4. extended care problems.