Membership & Publications
Are You an Exceptional Advisor? Communicate Your Value
RMA Sample Email for Prospects
Suggested personal statement of reference here, such as: I enjoyed seeing you recently at my office, I was referred to you by Mr/Mrs. Client, etc., before transitioning into information on RMA certification.
In your search for a financial advisor, you might be wondering what the difference is between advisors and what all the initials at the end of their names mean. If you are interested, here is a
to most of the financial service industry designations compiled by FINRA, a licensing and regulatory body. As you can see, there are many designations and many differences in the education and experience needed to obtain each one.
What makes me different? I am a Retirement Management Advisor
) professional. The RMA certification is an advanced professional education and certification program for advisors who desire to serve their clients with the most sophisticated retirement management knowledge.
As a RMA professional, I have taken the time, expense, and dedication to stay abreast of the latest trends, strategies, and laws so that I can serve you with the most advanced retirement management knowledge possible. And because continuing education is a requirement of the RMA certification program, I stay abreast of the latest trends, strategies, and laws so that I can serve you with the most sophisticated investment management knowledge possible. I have invested in executive education at a graduate level, instructed by ivy-league quality instructors, who have guided my education in both theory and practical application.
I urge you to review this information (
Optional attachment or link
RMA Client Brochure
, which outlines what the RMA certification is and what it takes to earn the certification, including the four “E’s”: education, ethics, experience, exam.
I welcome any questions you may have about my professional RMA certification. If you would like more information about the international organization behind the certification, visit the website of the Investments & Wealth Institute
or for investor resources,
Finish with personalized statement, such as “I look forward to seeing you at our next quarterly meeting”