Bridging the gap between
financial expertise and the clients it's meant to serve
Our Mission
My Retirement Network was built on a simple belief: financial expertise only creates value when it's understood.
We help consumers build confidence through plain-language financial education, while helping advisory firms strengthen the communication skills that turn technical knowledge into client understanding.
Today, that mission is delivered through education, coaching, and AI-powered communication analytics—all grounded in The Client Language Gap Method.
Consumer Education
Free, practical financial education designed to help individuals navigate important financial decisions with greater confidence.
Advisor Development
Training programs that help advisors strengthen client relationships and communicate with greater confidence.
Communication Analytics
The Client Language Gap Method Transcript Analyzer provides AI-powered analysis that helps firms evaluate advisor communication, uncover coaching opportunities, and strengthen client conversations at scale.
EXPERIENCE & LEADERSHIP
My Retirement Network was founded by Melissa Caro, CFP®, following more than three decades in financial services spanning institutional equity trading, wealth management, advisor development, and financial education.
Throughout her career, Melissa recognized a consistent challenge: technical expertise alone does not create client understanding. That insight became the foundation for The Client Language Gap Method, a communication framework that now guides the company's education, coaching, and analytics.
Melissa is a published author, speaker, CFP® professional, and founder of Mel CK Consulting, where she has worked with advisory firms on advisor development, communication strategy, and practice growth. Her work has been featured in publications including Advisor Perspectives and RIABiz and continues to shape how advisory firms think about communication as a professional skill.