Podcast appearances and mentions of barry lavalley

Financial news through the lens of Stewart Group's expert Financial Advisers.

Enjoy part 2 of the special episode on The Adviser Talk, Canadian retirement expert Barry LaValley sat down with Ken and chatted all about retirement. The Adviser talk is also available on Spotify and Apple Podcast. Barry LaValley is a Canadian retirement expert, author, and the founder of Retirement Lifestyle Center. He has over 40 years of experience and works with individuals and organizations helping them to plan for their retirement.The information provided, or any opinions expressed in this podcast, are of a general nature only and should not be construed or relied on as a recommendation to invest in a financial product or class of financial products. You should seek financial advice specific to your circumstances from an Authorised Financial Adviser before making any financial decisions. A disclosure statement can be obtained free of charge by calling 0800 878 961 or visit our website, www.stewartgroup.co.nz Hosted on Acast. See acast.com/privacy for more information.

In a special episode on The Adviser Talk, Canadian retirement expert Barry LaValley sat down with Ken and chat all about retirement. The Adviser talk is also available on Spotify and Apple Podcast. Barry LaValley is a Canadian retirement expert, author, and the founder of Retirement Lifestyle Center. He has over 40 years of experience and works with individuals and organizations helping them to plan for their retirement.The information provided, or any opinions expressed in this podcast, are of a general nature only and should not be construed or relied on as a recommendation to invest in a financial product or class of financial products. You should seek financial advice specific to your circumstances from an Authorised Financial Adviser before making any financial decisions. A disclosure statement can be obtained free of charge by calling 0800 878 961 or visit our website, www.stewartgroup.co.nz Hosted on Acast. See acast.com/privacy for more information.

Financial news through the lens of Stewart Group's expert Financial Advisers.

Barry is an author and financial educator, and Principal at BarryLaValley.com. He and James discuss the transition into retirement, and the advisor's role as a coach to usher in this change. Barry LaValley LinkedIn: https://www.linkedin.com/in/barry-lavalley-a48a8114/ Barry LaValley Website: http://barrylavalley.com/ To learn more about MetLife 360Health, speak to your local Sales Manager or visit https://www.metlife.com.au/360health/. MetLife. Life, inspired by you. Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

In this episode, Steve talks with Barry LaValley of the Retirement Lifestyle Center.  While Barry always thought that graduate school was in his future, the financial services industry called his name before he could start down the academic path. After spending eight years as an investment advisor, Barry landed a role with Fidelity where he began training advisors on what he calls financial gerontology: the human process of acting, thinking, and making decisions with money. Inspired by the work, Barry built the Retirement Lifestyle Center in 1998. Although his initial focus was retirement planning, today Barry focuses just as much on helping advisors develop interpersonal skills. For Barry, advisors are coaches above all else. Building a strong client-advisor relationship is a requirement for long-term success. In a world where investment is commoditized, clients need a reason to choose a human over an iPhone app, and that reason is the relationship.  Barry talks with Steve about the importance of life-based conversations, how to earn client trust, and why too many advisors focus on how they work over what services they provide. “A wealth advisor is going to be, first-of-all, more of a coach than an advisor. I don't like the term advisor even though that's what we use and what legally we have to use. I believe that the positioning that a wealth advisor takes is as a coach, helping clients understand the key life issues that have to be planned for and then helping them build a strategy to be able to get there.” ~ Barry LaValley Main Takeaways  Stop focusing on how you work and start focusing on what you do. The technology and the products are how you work. What you do is coach, communicate, counsel, and mentor.  Being likable is more important than being understood and being smart. If clients don't like you, they'll never trust you enough to follow your advice.  There's a common misunderstanding that clients understand their own issues. Rather, clients need advisors to illuminate the financial issues they're likely unaware of or don't consider top-of-mind.  Clients are more likely to follow plans that feel like a collaboration. Most people don't respond well when they're told what to do. When you lead clients to identify their own issues, they feel involved in the decision-making process.  Connect with our host Steve on LinkedIn Buckingham Strategic Partners Links and Important Mentions Barry LaValley on LinkedIn Retirement Lifestyle Center Fidelity Bill Bachrach Values-Based Selling: The Art of Building High-Trust Client Relationships     Subscribe and Stay in Touch Apple Podcasts Spotify Steve on LinkedIn Follow Buckingham Strategic Partners  on Twitter

Barry LaValley is well known in financial planning circles having presented at many conferences around the world. It was a real pleasure to have him as my guest.

Today's conversation is with Barry LaValley. Barry is the President of The Retirement Lifestyle Center, an organization that helps “pretirees”, their financial advisers, their coaches, and other professionals they work with better understand the non-financial aspects of retirement. Barry is also a global speaker, a coach, and a true model of what being a “modern elder” looks like. In this episode, we dive deep into client experience. Barry shares some effective communication strategies and expands on the five areas where a Fiduciary Advisor can add life-changing value to clients. We talk about the impact of women in the world of finance, and what makes retirement needs of women different. Don't miss one of our favorite moments, when Barry shares his belief that a good advisor of the future is going to be more like a coach.  How are you preparing yourself to be a coach — and training your team to do the same? We hope you will find some practical ideas to try — and walk away inspired. Resource Links Looking for more ideas about client experience? Join the Model FA advisor community, where you will find expert advice on how to launch, grow, scale, and transform your firm. Connect with The Model FA Web   Social

Barry LaValley is a consultant to financial advice firms around the world. In this interview he explains how the advice profession is woefully unprepared for the demographic trends expected over the next 20 or 30 years. By 2045, the Office for National Statistics predicts that nearly a quarter of the UK population will be over the age of 65. It's a similar situation in other Western Countries. Advice firms need to prepare themselves for people spending longer in retirement, says Barry, and they need to feel more comfortable addressing sensitive issues such as dementia and end-of-life care.

Barry LaValley is a leading global retirement lifestyle expert. He is hosted by Stewart Group and he talked to the local radio station RadioKidnapper about 'The 5 Key Risks To Planning And Enjoying Your Retirement'. Hosted on Acast. See acast.com/privacy for more information.

Barry LaValley is a leading global retirement lifestyle expert. He is hosted by Stewart Group and he talked to the local radio station RadioKidnapper about secrets to a happy retirement Hosted on Acast. See acast.com/privacy for more information.

Author and retirement expert Barry LaValley talks to Chris Lynch about retirement planning and his new book called 'Are You Really Ready to Retire?' 

Author and retirement expert Barry LaValley talks to Chris Lynch about retirement planning and his new book called 'Are You Really Ready to Retire?' 

Robin Powell interviews Barry LaValley, one of the most prominent thought leaders in the global financial advice profession. Barry, who’s based in Toronto, is the founder of the Retirement Lifestyle Centre, and a leading educator and authority on the lifestyle transition to retirement for North Americans. He’s just co-authored a new book about financial planning called The Life-First Advisor: How the new financial coach connects ‘money’ with ‘meaning’. In this interview, Barry talks about his early career in investing and his background in psychology, and how he’s combined the two in recent years. Barry also discusses his new book, co-authored with David Haintz, in the context of several challenges facing financial advisers in a changing industry. Barry also highlights some areas in which he believes the vast majority of advisory firms can improve. For more information on the book, visit life-firstadvisor.com.