ABOUT BARRY


B arry has coached and educated financial advisers for close to 40 years. After graduating from the University of Alberta in 1974, he entered the Canadian Financial services industry; in that time he has been an adviser, senior Mutual funds executive and educator.


ADVISER

His focus is on client communication, particularly helping advisers reach maturing clients to help those clients understand the retirement issues they will face. Barry’s formal education concentrated on Psychology and a focus on how we think, act and make decisions. This has become the foundation of the work that he does today.

PUBLISHER

He was an originator of the “Life” based approach to financial planning as far back as 2002. Since that time, he has written several books on the subject for advisers; his latest is The Life-First Adviser, published in six countries in 2017. In addition, he has been a major contributor to the course work presented by The Canadian Securities Institute and an original faculty member of the Elder Planning program.

Barry LaValley’s current clients can be found around the globe. He currently works with financial advisers and their firms in the U.S., Great Britain, Australia, New Zealand, Singapore, Hong Kong and India.

MY ACHIEVEMENTS

WORK WITH ME


THE LIFE-FIRST ADVISER APPROACH
The steps to creating a client-centric practice

Barry LaValley and David Haintz have had the opportunity to work with advisers around the world. One of their biggest “take-aways” was the move to providing a holistic approach that focused on the client rather than the portfolio or financial plan.

This approach is the hallmark of the adviser of the future. In this book and the adviser workshop or coaching program that Barry delivers, you will learn step-by-step how to implement the Life-First Approach.

The workshop focuses advisers on how to position themselves in a unique way to clients, prospects and COIs. The Life-First Adviser is a coach and helps the adviser connect ‘money’ with ‘meaning’.

If you want to become the “adviser of the future”, contact us and we will show you how!

THE RETIREMENT ADVISER
Are you prepared to provide value to your retiring clients?

Your client may feel that they are planning for their retirement, but really they are planning for the last part of their lives. Many are embracing their stage in life where “elderly” doesn’t mean “old” but ready for the next adventure.

There is an opportunity for financial advisers to become mentors, educators and coaches for today’s ”Modern Elder”. Your value will come from how you make them feel and how you help them connect ‘life’ to money.

How much do you understand about aging issues? How does your communications strategy change? How can you coach them through retirement?

Our coaching program as well as our book, keynote address and workshops will help you work more effectively with the Modern Elder!

PUBLIC SEMINAR SERIES
Your client’s retirement

Based on our book “So You Think You are Ready to Retire?”, this seminar for your clients will help them understand the key non-financial issues they should think about as they make the transition to become the “Modern Elder”.

Barry’s focus is on the psychology of transition and change and how to develop a plan for the best years of life. The information that he presents is impactful and really gets your clients to think about the issues that they will face as they get older.

Despite Barry LaValley’s focus on client communications, he actually delivers over 200 of these client retirement sessions to audiences around the world. If you would like to offer something helpful to your clients, consider engaging Barry for his retirement transition seminar of workshop!

COACHING PROGRAMS


Coaching is the process of changing awareness, action and our awareness of the world around us” - David Rock -

Barry LaValley believes that coaching is the most effective way to move your business forward, to implement your new approach or to change your focus. He has been actively coaching financial advisers for the past three decades and hopes to bring his knowledge, passion and methodology to advisers who are looking to focus their practices.


WE COACH IN THREE AREAS:
  • The Life-First Approach and how to implement a client-centric practice.
  • The Retirement Adviser and how to work with your maturing clients and understand retirement and aging
  • Right-brain Communications Skills or how make your message stick with clients, prospects and COIs.

BARRY’S CURRENT SPEAKING TOPICS



FOR ADVISERS:
  • The Life-First Approach—how to be a client-centric adviser
  • The Retirement Adviser—providing value to today’s “modern elder”
  • Making Your Message Stick—the “right-brain” approach to client communications

FOR YOUR CLIENTS:
  • So You Think You Are Ready To Retire—a new roadmap for today’s modern elder

UPCOMING SPEAKING EVENTS


< SOME PAST EVENTS>

JANUARY 29 - AUSTIN TX, THE FUTURE OF THE INDUSTRY PRIVATE EVENT FOR ADVISERS

FEBRUARY 5 - MINNEAPOLIS, SO YOU THINK YOU ARE READY TO RETIRE PRIVATE CLIENT EVENT

FEBRUARY 13 - CALGARY, SO YOU THINK YOU ARE READY TO RETIRE PRIVATE CLIENT EVENT

FEBRUARY 21 - SACRAMENTO, SO YOU THINK YOU ARE READY TO RETIRE PRIVATE CLIENT EVENT

MARCH 18 - LONDON, ENG THE FUTURE OF THE ADVICE INDUSTRY OPEN TO ADVISERS

MARCH 19 - BIRMINGHAM, THE FUTURE OF THE ADVICE INDUSTRY OPEN TO ADVISERS

MARCH 22 - LONDON, ENG, THE INVESTMENT CONVERSATION PRIVATE ADVISER EVENT

APRIL 9 - HONG KONG, MAKING YOUR MESSAGE STICK PRIVATE ADVISER EVENT

APRIL 10 - HONG KONG, MAKING YOUR MESSAGE STICK PRIVATE ADVISER EVENT

APRIL 11 - SINGAPORE, MAKING YOUR MESSAGE STICK PRIVATE ADVISER EVENT

APRIL 15, 16 - BRISBANE QLD, THE RETIREMENT ADVISER PRIVATE ADVISER WORKSHOP

May 10-11 - KOHLER WI, SO YOU THINK YOU ARE READY, PRIVATE CLIENT WORKSHOP

MAY 24 - PERTH WA, WESTERN AUSTRALIA FAMILY BUSINESS PRIVATE EVENT SPONSORED BY KPMG

MAY 27-28 - MUMBAI, INDIA, WEALTH MANAGEMENT TRAINING

MAY 30 - NORFOLK VA, SMART CONFERENCE PRIVATE ADVISER EVENT < UPCOMING EVENTS>

AUG 28-29 - KUWAIT CITY, WEALTH MANAGEMENT TRAINING

SEPT 3 - AUCKLAND, NZ LIFE-FIRST ADVISER TRAINING PVT

SEPT 4-5 -LIFETIME WEALTH MANAGEMENT CONFERENCE

SEPT 9-12 - MUMBAI, INDIA, WEALTH MANAGEMENT TRAINING

SEPT 12-15 - HOUSTON TEXAS ADVISOR RETIREMENT CLIENT WORKSHOPS

SEPT 25 - WINNIPEG, NBFINANCIAL CLIENT SEMINAR

SEPT 27 - EDMONTON, IAFP CONFERENCE

 

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