The Life First Advisor - by Lavalley Barry & Haintz David (Paperback)
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<p/><br></br><p><b> About the Book </b></p></br></br>This isn't just another practice management book, but a template for a new approach to being a valued financial advisor.<p/><br></br><p><b> Book Synopsis </b></p></br></br><p>The role that financial advisors play in the lives of their clients is undergoing a paradigm shift around the world. Aging populations, the impact of technology and the regulatory environment are changing what financial advisors do for clients. This evolution will affect what advisors charge for their services and how they provide value to the people they serve.<br /> American author Barry LaValley and Australian David Haintz have developed a roadmap for those advisors around the world who wish to move their practice to the future. The authors help readers redefine what financial advisors do and how to communicate their value.<br /> The approach Barry and David outline is called "Life First" because it changes the advisor's focus to the life issues that will ultimately require sound financial and investment strategies.<br /> The authors believe that this 'new' advisor will become more of a financial coach and help clients formulate their vision of the future.<br /> The book provides the reader with a comprehensive tool kit of best practices from top financial advisors around the world. Client Communication, value proposition, discovery, aging issues and gender all are redefined and modernized for readers who wish to survive in the midst of industry and client change.<br /> This isn't just another practice management book, but a template for a new approach to being a valued financial advisor.</p><p/><br></br><p><b> Review Quotes </b></p></br></br><br><p>"There are very few people in the world who understand FinancialAdvisors and great advice as well as Barry and David. Their lifetimes of learning are now documented to help others provide the care to the folks who need it most. This is a must read for those who simply want to improve their care to clients."</p><p>Alex Potts</p><p>CEO, Loring Ward Incorporated</p><p>San Jose CA, United States</p><p> </p><p>"Barry LaValley & David Haintz help advisors dig beneath the surface to uncover what's truly important to clients. Living a life with purpose is the ultimate goal, but how do you get there? How do you increase the value you offer clients and make a meaningful impact while competing against regulatory and technology threats to your business? Read on to find out and become an enlightened advisor that not only survives, but thrives in the future."</p><p>Sybil Verch</p><p>SVP, National Director Wealth Management, Raymond James Ltd., </p><p>Private Client Group, Victoria, B.C. Canada</p><p> </p><p>"David Haintz and Barry LaValley have hit the nail on the head! They know 'why' they do what they do and they recognise 'why' advisers are going to have to help people know 'why' they are taking control of their destiny. Each of us have a unique purpose in life. We want to work with people who will enable us to unlock the potential we have within us with our talents and resources that can be put to use to achieve our objective in life. Financial mastery is one of the keys to maximising our potential. The advice business has to adapt to become an enabler and not merely a distributor. People don't buy what we do, they buy why we do it and this book helps us to clarify that 'why'."</p><p>Kevin Bailey</p><p>Founding Director of Shadforth Financial Group, and former FPA</p><p>Director</p><p>Melbourne, Australia</p><p> </p><p>"Right off, I can see that the content of this book is very relevant to the profession especially in raising the bar. I note that Barry, in his acknowledgement, had penned "While I don't feel that advisors are life-planners, I do think that their clients need to be when they develop a long-term plan." I feel another book on financial planning is waiting in the wings as this one takes off first. I congratulate both Barry and David for putting their hearts and souls into sharing their wealth of experiences in this book. Wishing the both of you every success in your book launch."</p><p>Linnet Lee CFP</p><p>Chief Executive Officer, Financial Planning Association of Malaysia</p><p>Kuala Lumpur, Malaysia</p><p> </p><p>"Most in the industry can see a change coming in the way that advice is delivered and the role that the advisor will play in a client's life. This book by Barry and David is a great roadmap for how advisors can prepare their practice for change. It is a step-by-step instruction for a communications and financial planning strategy that will not only set the advisor apart but form the foundation of what future advisors will be doing."</p><p>Wade Baldwin</p><p>Chair- Advocis, The Financial Advisors Association of Canada</p><p>Calgary, Alberta, Canada</p><p> </p><p>"This is a beautiful and practical book on advising financial matters and managing client relationships. It aims to offer a holistic approach to suit the needs of the ever-changing clients. A good read, indeed."</p><p>Kimmis Pun</p><p>Managing Director - Private Banking</p><p>Singapore</p><br>
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