My new book, How Do I Get There From Here? is due out in August from the American Management Association (AMACOM, publisher). In it I cite Financial Literacy and the importance of being able to work with a great financial advisor, as key competencies in the New Normal. I recently attended a Financial Literacy Day conference arranged and sponsored by the…
We were waiting for the luncheon speaker begin. He sat to my right, a small, energetic man in a sports jacket and an open-collared light blue shirt. As strangers will, he asked me what I did. My answer was that I am writing and speaking about what it takes for a good 50 year old to become a fabulous…
I recently interviewed an experienced financial planner to discuss how financial planning and the advice people need has changed in The New Normal. George: What was your work like when you first came into the Financial Services industry? Financial Planner: It used to be so much simpler in the Old Normal when the norm for my clients was to predictably…
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