My new web site is a demonstration of how I am living my professional life, wearing more than one hat and working with more than one client base. Times have changed. I like to think of myself as part of the leading wave. Many of us grew up at a time when one college major, one first job, one employer,…
I have a new book in my gut. Like a lot of “books” today, I don’t know, upon delivery, what it will most closely resemble: a physical or digital book, an online training, a series of booklets, or a course including instructor certification or some other form I haven’t yet heard of. The concept came when a CEO said, “I…
Most of us now in or thinking about our “retirement years”, whether we’re still working full or part time or not, grew up with a 4 stage life model: 1. Childhood 2. Education 3. Work and Family 4. Retirement What has changed? “Retirement” has developed multiple forms and there is no one way to do it, much less do it…
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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