About 70% of heirs switch advisors. Keeping the “kids” should be on your mind from Day One when your new clients’ children are adults. This article first appeared in Rethinking65. My mom collaborated with a financial advisor for close to 20 years. When he retired, a much younger wealth manager, John, assumed responsibility for her […]
Longevity Risk Isn’t Just About Money—It’s About How You Live We’re all living longer. Yay! That trend will continue. Yay! Yet, while the numbers are hard to define, there are some 6 to 8 million adults 65 and over who live in poverty. An increasing number of people living into their 80s and 90s are […]
Clients who gain clarity about their desired retirement lifestyle are more likely to commit to financial strategies to support it. The article first appeared in Rethinking65. Florence, or Flo to her friends, avoided the discussion of retirement. Divorced and in her early sixties, she knew she should have been thinking about post-career life, yet she […]
I love a good budget and financial tracking spreadsheet. I have one that tracks my monthly expenses and gives my wife and I a solid understanding of our spending. I have become more disciplined because I feel I need to be very disciplined when I hang up the work mouse and replace it with the […]
AI may be better at crunching numbers, but only human advisors can provide the insight needed for meaningful retirement planning. This article first appeared in Rethinking65. I’ve embraced artificial intelligence. It is creating more and more opportunities for me to complete projects and tasks faster. However, with the excitement of the process, it is easy […]
I’ve trained in a couple of different versions of martial arts. In each case, there were rules of conduct, particularly involving the training area or dojo. Also known as “place of the Way” a dojo is a hall or room dedicated to immersive learning, training, or meditation. Built on this foundation are a set of […]
There is an idiom out there which states “always the bridesmaid, never the bride.” It describes someone who consistently supports or contributes to the success of others but never seems to achieve the same level of success or importance themselves. When it comes to interviewing, I have been the bridesmaid before (more than once). I […]
Whenever I reflect on this, I still wonder where I might have been able to better communicate what was needed for the interview. The position was for a sales analyst role. This person needed to be analytical, and they had to come with a high level of competence in Excel. The resume looked good, and […]
The interview was slated for one hour for a key sales position. This was the second for this candidate. Our first time together was a 30-minute qualifying discussion to verify if the individual presented themselves well and demonstrated they met key elements of the role. Stan interviewed well. His answers were succinct and focused. As […]
You’ve got the experience. The systems. The metrics. The goals. To explore how to train your mind like a pro and win bigger in business, keep reading. If you’re still waking up some mornings thinking “Am I really the one to take this business to the next level?”, welcome to the club. The difference between… […]
