The retirement playbook has changed—and so must you.
In Leading in the New Retirement Era, Carroll S. Golden, a visionary financial strategist and industry thought leader, reveals how today’s advisors, leaders, and professionals can thrive in an age defined by AI, longevity, and the $84 trillion wealth transfer already reshaping the global economy.
This isn’t another book on numbers—it’s a leadership guide for the future of financial planning. Combining over three decades of expertise in retirement innovation, Carroll presents a practical and inspiring roadmap to help financial professionals, advisors, and forward-thinking leaders adapt, evolve, and rise above disruption.
Inside You’ll Discover:
Whether you’re a financial advisor, insurance professional, wealth strategist, or entrepreneurial leader, this book equips you with the mindset, models, and modern tools needed to future-proof your business in the AI era.
“AI won’t replace advisors who lead with humanity—it will amplify them.” — Carroll S. Golden
The future belongs to those who can bridge technology and trust, turning longevity into opportunity and change into growth.
It’s not just about retirement anymore—it’s about retirement leadership.
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Hardcover. Etat : new. Hardcover. Leading In The New Retirement Era: How to Lead, Adapt, and Win in an AI-Driven WorldBy 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. This item is printed on demand. Shipping may be from our UK warehouse or from our Australian or US warehouses, depending on stock availability. N° de réf. du vendeur 9789699092633
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Buch. Etat : Neu. nach der Bestellung gedruckt Neuware - Printed after ordering - Leading In The New Retirement Era: How to Lead, Adapt, and Win in an AI-Driven WorldBy 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. N° de réf. du vendeur 9789699092633
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Buch. Etat : Neu. Leading In The New Retirement ERA | Carroll S. Golden | Buch | Englisch | 2025 | Best Holistic Life Publishing | EAN 9789699092633 | Verantwortliche Person für die EU: Libri GmbH, Europaallee 1, 36244 Bad Hersfeld, gpsr[at]libri[dot]de | Anbieter: preigu Print on Demand. N° de réf. du vendeur 134326625
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