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Upcoming Retirement Workshops

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Testimonials

Here is what branch managers are saying about Barry LaValley's Retirement Discovery Program:

"Barry's Retirement Discovery program was fantastic. The attendees are
still buzzing about the program and look forward to "tweaking" their
business to incorporate some of the concepts"

"Very engaging training session. Huge value to the advisors"

"I wanted to let you know that our advisors found the "Advisor Discovery
Seminar" to be very beneficial. The platform of the session allowed our advisors to easily
grasp the concept of "positioning" their sales approach by leveraging the
Transition to Retirement process. The value of the session was obvious as
the time flew by and a few advisors have already had success by utilizing
their new positioning with clients."

Further testimonials and program evaluations from past programs are available on request

Programs for FInancial Advisors and their Firms

Have you decided to specialize as a Retirement Advisor?

If you have, then you will join a growing number of North American advisors and coaches who already recognize the changing needs of their maturing clientele. If you want to differentiate and brand yourself as a retirement advisor or coach in your market, The Retirement Lifestyle Center can help!

Programs for Retirement Advisors and their Firms

Barry LaValley is a pioneer in the wealth management approach to retirement planning. His programs have been adopted by several major Canadian Financial and Education Institutions as the foundation of their Retirement Discovery training for advisors. In January 2009, The Retirement Lifestyle Center and Barry LaValley are available to work with individual retirement advisors and financial services firms.

Programs available to help retirement advisors:

1. The Retirement Advisor Practice Management System

The Retirement Lifestyle Center's turn-key marketing and client communications system for retirement advisors. Learn how to implement a retirement focus in your practice, including our unique retirement discovery system, a complete marketing plan that will help you build share-of-wallet with your maturing clientele, prospect new retirees and work with Centers-of-influence in the retirement market.

Included in this package:

The Retirement Lifestyle Center's book "The Retirement Advisor"
Discovery tools to build quality conversations with clients
On-line coaching support from Barry LaValley to help you get started

Also available:

Ongoing coaching support to help you implement your positioning as a Retirement Advisor

2. The Retirement Discovery System

This program has been designed for financial services firms as an addition to their current advisor training programs. The Retirement Lifestyle Center and Barry LaValley will work with you to design and train your firm's specialized approach to Retirement Discovery and provide ongoing consulting on its implementation. Our unique discovery system helps advisors understand

The unique nature of retirement needs
The 'art' of the conversation
Communications issues for maturing clients
Making good use of "minesweeper" questions to understand your client
The importance of client self-discovery and how you can facilitate it
How to create a lifestyle planning discussion that will lead to the financial discussion
The real goal of financial discovery
How to put it all together into an ongoing plan that makes sense to your client

3. Barry LaValley keynote addresses

To see a clip of Barry LaValley in action, click here

Barry LaValley has been called "one of the best communicators in the Canadian Financial Services industry today" by industry marketing expert Dan Richards. He has been a much sought-after speaker in both Canada and the United States and will be available to speak to your organization in January 2009. His topics for the coming year are:

"Becoming a retirement advisor--the art and the science of your differentiation and branding strategy"

"The retirement discovery conversation--how to really understand your clients long-term needs and goals (even when they don't)

"Is retirement really a thirty-year long-weekend"

"Getting older--How to communicate effective with a maturing clientele"

For more information and our speaker fees for 2009, contact Melissa Blanchard