Partnering with financial advisory firms, corporations, and organizations interested in providing education and guidance on the NON-Financial aspects of retirement and longevity planning. The goal is to provide clarity, confidence, and control to people during their Encore-a time that may last 25 years or more. Non-Financial Retirement and Longevity Coaching helps people plan how they want to live their lives during this time, ponder what is possible, and prepare for an Encore that is relevant, healthy, active and connected.My Life's Encore provides Education, Inspiration, Guidance and Connection to the information and solutions people need to plan for a holistic retirement. My work includes:Author of the white paper for financial advisors: The Missing Piece: Non-Financial Retirement Planning to Create Holistic Wealth in an Age of Longevity. It is a FREE 66-page guide that highlights the latest research on the importance of helping clients plan for the NON‐Financial aspects- the mental, physical, social, and spiritual) of retirement in an age of longevity. It can be downloaded from my website under Resources.Contributing author of Longevity Lifestyle by Design: Redefining What Retirement Can Be. Co-author of The Retirement Challenge: A Non-Financial Guide From Top Retirement Experts. Developed the coaching course- The Other Side of Retirement & Longevity Planning.Created The Encore Portfolio to explain the importance of allocating the Non-Financial aspects of retirement and longevity planning. Created and host the vodcast- Beyond the Numbers of Retirement and Longevity Planning. Vodcast can be found on YouTube. Subscribe to the newsletter by the same name under Resources on my website.My website includes some of the latest articles, news and research on aging with vitality to help clients plan their Life's Encore.Certified Longevity Coach (CLC)Certified Professional Retirement Coach (CPRC).Member of the Retirement Coaches Association.

Researched back-office service providers options. Narrowed list and conducted due-diligence with potential vendors. Work with vendor/business partner on implementing processes and procedures for selected services. Identify opportunities for utilizing additional vendor/business partner services and efficiencies in firm processes and procedures. Other duties as required by President of RAS.

Note: AdvisoryQuest.com will not have any updates for the foreseeable future as I am concentrating on My Life's Encore. (4/19)AdvisoryQuest.com was initially created to provide financial advisory firms with "Solutions" to help build successful businesses. The original site listed over 300 technology, consulting and outsourced service options for financial advisors. AdvisoryQuest.com was updated weekly with the latest and best financial advisory practice management news to keep up with the best ideas from industry publications and thought leaders. I also write articles on strategic planning topics. The site also includes Industry Events. Conducted independent consulting work on technology, operations, and strategic planning projects for growing advisory businesses.

Managed firm operations and fostered a culture of continual improvement and organizational effectiveness for this RIA. Identified and implemented ways to improve business processes and workflows to meet desired operations and client service outcomes. Researched, identified and implemented technology systems and enhancements that supported improved workflows and business processes. Managed projects to improve technology, operations, compliance and client service activities. Implemented and supported human capital practices to attract, identify and engage staff for a growing firm. Led setup and use of Entrepreneurial Operating System (EOS) based on the book Traction.

Oversaw investment operations, portfolio management software data integrity, performance reporting, investment audits for a large single family office. Created, reviewed, implemented and updated policies, procedures and processes to ensure compliance with internal and external guidelines. Prepared custom quarterly portfolio performance and benchmark performance reporting. Communicated investment reporting to internal and external stakeholders. Monitored capital calls and distributions for alternative investments (Hedge Funds, Private Equity Funds and Direct Private Equity) and managed tracking of cash flows and valuations for these holdings.

Maintained investment system (Axys, Dataport, Open GL) used to enhance the wealth management reporting of the investment group. Implemented projects to create investment operations and reporting efficiencies.

Maintained portfolio management system and interfaced investment data with accounting GL system. Researched, recommended and implemented new process improvements to expedite the investment reporting process. Implemented projects involving downloading client investment transactional data daily and posting reports to a web site. Also implemented interface between portfolio management system and accounting GL. Collaborated with accounting staff to improve interface process and facilitate the reconcilliation of investment reports with accounting financial statements. Served on committee that researched potential new custodians and participated in selection and transition to current custodian.