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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

Author Bob Margolis
Admin:
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Dorie Rosenband: I invested $150,000 and still haven’t taken a salary, so this was a significant financial event for my family, but so worthwhile!


DADIO

DADIO

July 12, 2010 — 11:19 PM

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.

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