Monthly Archives: May 2017

Life Literacy In The New Normal.  How Do You Rank Yourself?

Life Literacy In The New Normal. How Do You Rank Yourself?

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…

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What’s Different About Financial Advising In The New Normal?

What’s Different About Financial Advising In The New Normal?

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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