Leading In The New Retirement ERA

Leading In The New Retirement Era: How to Lead, Adapt, and Win in an AI-Driven World

By Carroll Golden

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.