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Stephanie Cochran, AIF®, C(k)P®, RICP®, BFA™

Stephanie Cochran, AIF®, C(k)P®, RICP®, BFA™

An Investor helping Financial Advisors match their analytical skills with creative marketing to achieve the very best in client outcomes.

Washington DC-Baltimore Area

About Me
✔︎ I am the Managing Director of Strategy for Manning & Napier's Intermediary Distribution Group.
✔︎ We serve financial advisors with broker/dealers, registered investment advisory firms and retirement plan professionals.
✔︎ I am responsible for developing strategies to optimize Advisor engagement, outcomes and satisfaction.
✔︎ I use 35+ years of field experience to mentor an incredible team of Advisor Consultants and National Accounts sales professionals.

We Believe
✔︎ Financial Advisors are heroes.
✔︎ Advisors change the world, one investor and one family at a time.
✔︎ Our independent, opportunistic style helps investors meet a wide variety of investment needs even in the most challenging environments.

My Professional Designations
✔︎ Accredited Investment Fiduciary (AIF®)
✔︎ C(k)P® Certified 401(k) Professional from The Retirement Advisor University
✔︎ Retirement Income Certified Professional (RICP®) from The American College of Financial Services
✔︎ Behavioral Financial Advisor (BFA™)

My Areas of Specialization
✔︎ Collaborative relationships with CPA's. While partnering with CPA’s is a classic marketing method, so few Advisors have mastered the art.
✔︎ Public Relations and Capabilities Guides. How do you position your firm as the obvious choice with prospects and centers of interest?
✔︎ Retirement Income Distribution Planning - one of the fastest growing areas of the advice industry.
✔︎ The 4 R's - Recognize, Reflect, Reframe and Respond. The 4 R's is a decision-making process that interrupts our brain's default response to help us make smart, values-based decisions.

Please Visit
✔︎ The awards page of our website.
✔︎ Career opportunities on our website.


Experience:

  • Regional Director / External Wholesaler (Dunham & Associates)
  • Vice President, Advisor Consultant (Manning & Napier)
  • Senior Vice President, Advisor Consultant (Manning & Napier)
  • Managing Director, Intermediary Strategy (Manning & Napier)

Skills:

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