Leading In The New Retirement Era: How to Lead, Adapt, and Win in an AI-Driven World
By Carroll GoldenLeading 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.
By:
Carroll S Golden Imprint: Best Holistic Life Publishing Dimensions:
Height: 229mm,
Width: 152mm,
Spine: 11mm
Weight: 286g ISBN:9789699092626 ISBN 10: 9699092629 Pages: 208 Publication Date:01 December 2025 Audience:
General/trade
,
ELT Advanced
Format:Paperback Publisher's Status: Active