barrylavalley.com

we are a founding member of a group of advisors who first developed the life-first approach to advisor branding back in 2002 in st. louis. since that time, barry lavalley has been a leading voice in helping advisors focus on client life issues as the foundation of financial planning. his work has taken him around the world and he has impacted thousands of advisors and their clients over three decades. "the life-first advisor", cowritten with david haintz is a guidebook to how advisors can implement a life-planning approach to their client branding and communication. barry has converted this groundbreaking material into a flagship online course of the same name. barry lavalley's work on "so you think you are ready to retire?" is based on the life-first advisor and focuses on the life issues that people face as they think about their retirement. it is a practical application of the life-first approach and is used by advisors and their clients around the globe.