Recrafting ourselves

A Special Note To Innovators & Early Adopters

A Special Note To Innovators & Early Adopters

Whether you are an individual/couple, a professional advisor, a leader of a professional advisory firm, or lead an organization that provides goods and services to our diverse, growing, longer-lived After 50 population – the New Normal is in our faces. It isn’t that the Old Normal (continuous change and the familiar tools we use for it) is going away. It…

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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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IS THE NEW NORMAL OVER? 

IS THE NEW NORMAL OVER? 

….it depends on how you define The New Normal and what your discontinuous future holds in store for you. “The road that we’ve been on for such a long time, the so-called ‘new normal,’ is coming to an end, because it’s being eaten up by its own contradictions,” said Mohamed El-Erian, during an interview on Bloomberg TV.  Mr. El-Erian is…

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HOW MUCH IS ENOUGH LIFE PLANNING? 8 QUESTIONS TO FIND OUT

HOW MUCH IS ENOUGH LIFE PLANNING? 8 QUESTIONS TO FIND OUT

Two Personal Consulting clients of mine – let’s call them Rene and Phil – are both in their late fifties. They are working with me to do their joint 18-month immediate life plan and their 18 to 48-month mid-range life plan. In their 30 years of marriage they have never had so many exciting aspirations or such concern for the…

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