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The Next Frontier


Jan 29, 2020

When it comes to retirement we may be prepared financially, but are we emotionally ready for what’s next? Gerri Leder, President of LederMark Communications & Coaching, joins host Bill Coppel, Managing Director and Chief Client Growth Officer at First Clearing, to discuss ways we might think differently about retirement through self-reflection and curiosity; learning to embrace the change and opportunity that comes with transition.

In this episode, you’ll hear:

  • Retirement is a type of transition
  • Use a discovery process to uncover issues and get to the heart of what matters
  • How advisors can help clients get curious and embrace transition
  • Ways to build skills like coaching, leadership and facilitation to hone your practice

Gerri Leder is a leadership coach who helps leaders to boost their capacity to learn and grow, increase self-awareness, and create the life, the organization and the career they truly want. In addition to her coaching practice, she is an accomplished writer and thought leader in marketing and practice management in the financial services industry. In 1999, she founded her own firm, LederMark Communications & Coaching. And is currently a Leadership Program Partner at Loyola University Maryland.

Ways to Connect with Gerri: