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

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

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

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

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

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

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

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

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