Eric Clarke: Mastering the Transition from CEO to Fulfilling Semi-Retirement

Thank you to everyone who participated in our Learning Hour call on January 18th.

And a special thanks to Eric Clarke, the founder and former CEO of Orion Advisor, for sharing his experiences transitioning from a high-profile CEO role to a fulfilling semi-retirement.

Some of the topics Eric covered with Steve and Mitch include:

  • Insights into Transitioning Roles: Understand the psychological and financial implications of moving from an active career to semi-retirement.
  • Redefining Purpose: Explore strategies for finding meaning and engagement beyond traditional careers.
  • Navigating Lifestyle Changes in Retirement: Learn how to assist clients in managing lifestyle and identity shifts post-retirement.
  • Lessons from a CEO’s Journey: Extract key lessons from Eric Clarke’s experience that can be applied to client scenarios, especially in the context of business succession planning.
  • Client-Centric Insights: Gain practical tools and frameworks to guide your clients through their own second-act journeys.

Download Audio File: You can download the audio file so you can listen to this Learning Hour on the go. You may have to “right click” to download it. CLICK HERE

Learning Hour Transcript: CLICK HERE