Stephen Mitchell, Managing Consultant
Steve provides consulting services to the retirement and investment industry.
He has worked with clients to help them grow customers and wallet share through:
Previously, Steve also led several landmark research studies, including:
Steve Mitchell is a past member of the Retirement Income Industry Association (RIIA) Board of
Directors and has served as Director of Advisor Education for RIIA.
A graduate of the University of Southern Maine, Steve is a frequent speaker at industry events and
a regular media spokesperson on a wide range of retirement and investing topics. He is also the
author of several timely and thought-provoking articles, including: The Longevity Opportunity,
Setting the Level of the Income Floor and Redefining the Retirement Income Problem.
Certified Retirement Management Analyst and FINRA Series 7, 24, 63 & 66 registrations
Steve provides consulting services to the retirement and investment industry.
He has worked with clients to help them grow customers and wallet share through:
- Sizing and segmenting the investing and retirement opportunity
- Leading research efforts to establish a baseline of customer awareness & attitudes
toward the client as a provider of investing and retirement services - Providing strategic direction to website retirement and investing tool development
- Leading the team of consultants that worked with the client’s product groups to:
- Establish an enterprise level product group and recommend the functions to be
performed by this group and those that should remain in the business lines - Perform an enterprise wide product assessment and provide a recommended
product continuum, including: current state and competitive assessments, identify
key gaps and new product recommendations, recommendations to rationalize
product overlaps; relationship and product pricing by channel - Assess existing customer profiling approaches, questionnaires and the process
for recommending client solutions, and provide a new profiling and “play book”
process for more consistent, enhanced profiling and recommended solutions - Perform a comprehensive analysis of customer retirement income needs and
provide a strategic approach, along with specific planning and product allocation
solutions to increase the client’s effectiveness in capturing the retirement income
opportunity
Previously, Steve also led several landmark research studies, including:
- The FRC study, Making Sense of Investor Needs in the Retirement Income Market
- he Merrill Lynch New Retirement Studies: A Perspective From The Baby Boomer
Generation and A Perspective from Individuals and Employers
Steve Mitchell is a past member of the Retirement Income Industry Association (RIIA) Board of
Directors and has served as Director of Advisor Education for RIIA.
A graduate of the University of Southern Maine, Steve is a frequent speaker at industry events and
a regular media spokesperson on a wide range of retirement and investing topics. He is also the
author of several timely and thought-provoking articles, including: The Longevity Opportunity,
Setting the Level of the Income Floor and Redefining the Retirement Income Problem.
Certified Retirement Management Analyst and FINRA Series 7, 24, 63 & 66 registrations
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