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…
Author Brianna West recently wrote in Medium Daily Digest “We’re doing people an incredible disservice by telling them they should seek, and pursue, what they love. People usually can’t differentiate between what they really love and what they love “the idea of”. In doing so, she reminded me of the diversity of purposes for work among my clients and the courage…
I’ve just come back to the office from a deeply inspiring lunch meeting. For all our important work with “Seniors” and the services many of them need, I think we tend to carelessly lump then together, regularly falling into the trap of no longer seeing them as individuals and very, very bright people with full biographies. The fact is lots…
There was a time when you said the word “Retirement” and everyone knew what it meant. There was a consensual definition and set of expectations that looked like this: You had worked for years, probably at the same company, reasonably assured that you could move “up the ladder” as the people above you retired or transferred and made room for…
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