nancyOh “That” — Hair Today, Gone TomorrowMe and my wonderful partner, Maurice Bretzfield, with my short sassy blond hair.Dec 3, 2017Dec 3, 2017
nancyOh “That” — Another DayRemember me, I’m the woman diagnosed with what I refer to as “that”, which is my term for pancreatic cancer. I still can’t believe I was…Oct 1, 2017Oct 1, 2017
nancyOh, “That”11:00am Wednesday, April 19, 2017, in my mind, my world came to a crashing halt — “you have pancreatic cancer” the doctor said. After what…Sep 3, 2017Sep 3, 2017
nancyGeneration X — Looming Retirement ChallengesGeneration X (born between 1964 and 1981) is the most ignored of all of our generations even though today this cohort is at the peak of…Dec 9, 2016Dec 9, 2016
nancyWhat Women Really Want From a Financial AdvisorIf you Google the term “What women want from a financial advisor” you’ll get 1,600,000 results. That’s a lot of articles. Everyone from…Oct 21, 2016Oct 21, 2016
nancyThe Next Generation of Financial AdvisorsMy posts are primarily centered on how the financial services industry can increase their share of each generation’s business and that…Oct 14, 2016Oct 14, 2016
nancyHere Come the Young Women of Generation KIn this week’s post I continue to share the presentation I made to a group of financial advisors. The presentation was focused on the…Oct 7, 2016Oct 7, 2016
nancyThe Financial Clout of Gen X WomenI recently had an opportunity to speak to a group of advisors. My presentation was focused on the concepts outlined in my White Paper…Sep 29, 2016Sep 29, 2016
nancy“Cuspers” and Micro-GenerationsThose of you who read my posts know that I routinely write about generational differences and how financial organizations and financial…Aug 12, 20164Aug 12, 20164
nancyAre Baby Boomers Really Retiring??We hear that 10,000 Baby Boomers are retiring every day — but there are many who are moving on to encore careers (An encore career is work…Aug 5, 2016Aug 5, 2016
