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.

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