RetireOne, the leading independent platform for fiduciary wealth managers seeking insurance-based retirement and wealth transfer solutions, announced the addition of long-time industry marketing veteran, Mark Forman. Mr. Forman will lead the marketing, digital experience and public relations functions for RetireOne.
“Advisors demand solutions that deliver tangible client value. After that, they expect great execution and service.” said RetireOne President, Edward Mercier. “Our fiduciary marketplace has a broad offer of advisor-friendly solutions and we are constantly in the process of adding more. With Mark coming on board, we increase our focus on delivering best-in-class advisor experience.”
Mr. Forman has more than 18 years of experience in financial services-the last 12 years focused primarily on RIAs and fee-based advisors. Most recently, he led the customer experience discipline at Jefferson National, where his team earned a 98% customer satisfaction rating. Prior to that, Mr. Forman ran digital marketing at Jefferson National, leading their marketing automation technologies and the user-interface design of their variable annuity trading platform.
“Mark spent a dozen years listening to, and creating rich experiences for, RIAs and fee-based advisors,” said David Stone, founder and chief executive for RetireOne, “We’re extremely pleased that Mark has joined the team as we grow the RetireOne Platform and drive even more value in the advisor marketplace. Macro-trends in the investment advice landscape are putting pressure on manufacturers to create new solutions for the growing market of fee-based advisors. As the leading provider of unbiased retirement savings, and income investments, we want to bolster our partnership with industry innovators.”