Programs and Addresses

Barry LaValley Keynote Addresses

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Barry LaValley has been called “one of the best communicators in the Canadian Financial Services industry today”.   He has been a much sought-after speaker in Canada,  the United States and Australia and is available to speak to your organization. His topics for the coming year are:

  • Your Clients Retirement – Understanding the key issues for retirees and developing a retirement practice.
  • The Retirement Discovery Conversation – “How to really understand your clients long-term needs and goals (even when they don’t)”
  • So You Think You are Ready to Retire?  Barry LaValley has delivered this session more than 100 times a year for the past ten years.  The new session is based on his latest book.

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.

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 Right-Brain 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

Information Request Form

Interested in having Barry LaValley speak at your next function?
Want to hear him speak in-person?
For more information and our speaker fees for 2015, please fill out the request form below or contact: Melissa Blanchard

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I would like more information about the following programs:

Programs for Financial Advisors And Their Firms

 Financial Advisors And Their Firms

Programs for Retirement Advisors And Their Firms

 1. The Retirement Advisor Practice Management System
 2. The Retirement Discovery System

Barry LaValley Addresses:

 Becoming A Retirement Advisor
 The Retirement Discovery Conversation
 Is Retirement Really A Thirty Year Long Weekend
 Getting Older

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