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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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June 21, 2017
7 Keys to Delivering a Better Client Experience

By Vince Crivello

This is the first in a series of blogs sharing insights from the 2017 investor survey from Loring Ward and Dimensional Fund Advisors. Financial advice is being transformed by dramatic and far-rea... 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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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

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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

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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

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