thumbnail image
July 27, 2017
The 6 Tools of Your Retirement Advisor Brand

By Barry LaValley

At a recent advisor meeting, I talked about how to position yourself as a Retirement Advisor.  One advisor commented that most of the work that he does is in the retirement area, and he assumed e... Read more

Practice Management / Retirement

thumbnail image
June 29, 2017
Developing Your Brand as a Retirement Advisor

By Barry LaValley

With over 10,000 people per day turning 65, now is a great time to distinguish yourself as a Retirement Advisor and Coach, starting with defining ‘value’ in terms of what you do for people rather... Read more

Practice Management / Retirement

thumbnail image
May 25, 2017
Communicating With Retiring Clients

By Barry LaValley

At its core, the Retirement Advisor approach is really a communications and coaching strategy. It defines the way that you relate to your clients through your value proposition, your discovery pr... Read more

Retirement

thumbnail image
April 20, 2017
The Top Five Advisor Pitfalls in Working With Clients Through Retirement

By Barry LaValley

I recently delivered a presentation on how to be a Retirement Advisor to a seasoned group of private client advisors from a large RIA. All the individuals in the room had a laundry list of financ... Read more

Retirement

thumbnail image
March 21, 2017
Your Clients’ Retirement — More Than Just Money!

By Barry LaValley

William and Sharon were driving home from a meeting with Alan, their financial advisor to talk about their retirement plans. William had decided that he would leave his work next year and Sharon... Read more

Practice Management / Retirement

thumbnail image
February 22, 2017
Do You Offer What Retirees and Pre-Retirees Are Looking for?

By Barry LaValley

Mark and Wanda Taylor, a couple on the verge of retirement, have decided to fire their financial advisor. “We are not really sure about how to plan for retirement,” Wanda told us at a recent work... Read more

Retirement

thumbnail image
January 30, 2017
Not Your Parents’ Retirement!

By Barry LaValley

“I remember when my parents retired,” my client Sue told me as we sat down to talk about her and her husband Brian’s retirement plans. “They both quit at 65 and looked forward to traveling in the... Read more

Practice Management / Retirement

Stay Updated
Filters
    • Categories

    • Authors