Barry LaValley
North American 50+ Market Guru
Style
On the platform Barry provides high-energy, entertaining and informative guidelines for working effectively in the financial services arena in a self-assured and confident manner. A master on the platform.
Books
Profile
Is your business tailored to the needs of the fifty-plus customer? With one Canadian turning fifty every minute, this becomes crucial to your business success in the future. Fifty-plus communications and marketing educator, Barry LaValley, has been called "one of the best communicators on fifty plus issues in North America today" by Marketing Solutions president, Dan Richards. Barry's study and work in the North American Financial Services industry has provided him with a wealth of research and understanding of the changing needs of maturing clients. He has worked with major banks, insurance companies and investment houses to help them create effective communications and marketing strategies for an aging market.
This respected author, writer and 24-year veteran of the Canadian Financial Services industry has worked as a retail stockbroker, a mutual funds executive and an investment manager. He now runs his own financial management firm, working with financial planners, investment advisors and bankers, and their clients, to address communications, relationship-building and practice management issues. Barry is a founding member of the Canadian Initiative for Elder Planning Studies and a member of their teaching faculty in both Canada and the U.S. Barry is also a member of the advisory board of Prime Link, Canada's most popular education and information source for fifty-plus Canadians.
His newest book, Put the 'Life' Into Your Practice - The Advisor's Guide to Creating a Life-Planning Focus in your Client Marketing and Advice is considered a must-read by industry insiders. Barry's new book - Your Second Life - Planning for the New Retirement - is due out in September 2005 and is the foundation for his popular retirement lifestyle planning workshops.
Clients Comments
“ We have showcased Barry LaValley across Canada on several occasions and have received strong reviews on his performance. He seems to have hit a nerve when he talks about Retirement Lifestyle planning and attendees at our presentations were both informed and entertained.” Myles Morin, Vice President, Wealth Management, Manulife Financial
Topics
- YOUR MONEY YOUR LIFE: CORPORATE PROGRAM
- This program is designed for human resources departments as an employee retirement information workshop. These employee workshops focus on helping the employee understand retirement options and life planning for the next phase of their life.
- YOUR SECOND LIFE: PLANNING FOR THE 'NEW' RETIREMENT
- This workshop has been designed to help North Americans create a meaningful plan for their retirement. Second Life refers to the notion that traditional retirement is now being replaced by a new approach to this next phase of life. For many, that approach may include work. For others, retirement may mean a time of personal growth. This workshop consists of two sessions. Session one is where we talk about what retirement means for you, how to successfully plan for the future, key factors of successful retirement and retirement personalities. In Session two we will discuss healthy aging and how to create a financial comfort.