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Leading In The New Retirement ERA
0 - Default Title
Description
Leading in the New Retirement Era follows financial advisor James and his visionary partner Nicole as they transform their traditional investment-focused firm into a comprehensive longevity navigation practice. Through innovative "Longevity Literacy Gatherings," strategic AI integration, and holistic planning frameworks, they show how financial professionals can thrive by addressing the intersection of wealth, health, and meaning in an era of extended lifespans.
This compelling narrative is a practical blueprint for advisory firms seeking to evolve from portfolio managers to true legacy builders-while maintaining authentic human connections in an increasingly digital world.
Product details
Number of Pages:
208
Release Date:
2025-11-03
Publication Date:
2025-12-01
Publisher:
Best Holistic Life Publishing
Languages:
Original:
English
ISBN10:
9699092637
ISBN13:
9789699092633
Minimum Reading Age:
18
Maximum Reading Age:
18
Weight:
459 g
Height:
157 cm
Width:
235 cm
Thickness:
16 cm
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