On this Living to 100 Club podcast, we introduce our listeners to the Third Half Advisors. Our guests are the founders, Caroline Brecker and Campbell Gerrish. Using a strengths-based approach, Third Half Advisors helps individuals figure out their next chapter. How do people find purpose and meaning when their primary career concludes? What are the best ways to manage our senior years? How do we stay positive, find leisure time, and thrive in new, compelling environments? Our guests, Caroline and Campbell discuss the mission of Third Half Advisors, their strengths assessment tool, the curriculum offered, and what clients learn from their participation in the program. Tune in to learn how to stay inspired and engaged in our third half, and how to bring purpose and meaning post-retirement.
Mini Bios
Caroline and Campbell, the founding partners, have known each other for over fifteen years. Caroline, as a private banker at JPMorgan (JPM) and Campbell, as a principal of Winged Keel Group (WKG), worked together on advising high net worth executives and families on all aspects of their estate and insurance planning. JPM and WKG then formed a joint venture to provide professional advice on life insurance matters that met bank standards. They truly enjoyed collaborating to successfully serve an exacting clientele.
Once Caroline had moved on from JPM and Campbell began to wind down at WKG, they continued to meet and would discuss the next stages of their lives — and in those conversations, The Third Half was born. Together they have over 70 years of business experience, most of it working with highly capable and demanding client groups. Their tremendous business acumen, shared values, and deep desire to help people bring strength and depth to The Third Half. This is both as a business venture and in shaping their own lives. They themselves are Third Halfers!
For Our Listeners
Our Guests’ Website: Third Half Advisors
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