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December 12, 2017
Advisors: Create a Meaningful Plan for Your Own Retirement

By Barry LaValley

Last month we talked about the challenge that many advisors are facing as they look at their own retirements.  Think about this: much of your career has focused on helping clients accumulate for... Read more

Practice Management / Retirement

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December 5, 2017
What’s Really on the Mind of Investors?

By Karen Parker

“If you remember only one thing…” Advisors who attended Loring Ward’s 2017 National Education Conference will likely remember Frank Luntz’s important message about what to say (and what NOT to sa... Read more

Marketing / Practice Management / Retirement

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November 28, 2017
Retiring the Retirement Advisor

By Barry LaValley

This year we have looked at how advisors can shape their practice to be even more help to their aging clients. However, it is not only clients who are retiring in droves, but also their advisors!... Read more

Practice Management / Retirement

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October 24, 2017
Can Retirement Happiness Be Quantified?

By Barry LaValley

Much of the discussion between advisor and client is how to use financial resources to create happiness in retirement. In this month’s blog post, I provide a map you can use as the foundation for... Read more

Retirement

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September 27, 2017
Communication Advice From an Aging Baby Boomer

By Barry LaValley

This is the second in a two-part series. Read part one: Physically Speaking — Age and Communication I speak and write a lot about how to communicate effectively with older clients, and it is easy... Read more

Practice Management / Retirement

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August 31, 2017
Physically Speaking — Age and Communication

By Barry LaValley

This is the first in a two-part series. They say that “with age comes experience,” but, unfortunately, with age also comes some challenges. I’m talking about the effect of aging on all five of th... Read more

Practice Management / Retirement

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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

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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

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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

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May 16, 2017
An Open Letter to Generation X

By Heather Hooper

Friends, Our parents are getting older and I personally find it a bit surreal to watch. Being in the field of retirement, I’m surrounded with reminders about the aging process — how it relates to... Read more

Retirement

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