Miscellaneous
Robin Powell interviews Barry LaValley, one of the most prominent thought leaders in the global financial advice profession. Barry, who’s based in Toronto, is the founder of the Retirement Lifestyle Centre, and a leading educator and authority on the lifestyle transition to retirement for North Americans. He’s just co-authored a new book about financial planning called The Life-First Advisor: How the new financial coach connects ‘money’ with ‘meaning’. In this interview, Barry talks about his early career in investing and his background in psychology, and how he’s combined the two in recent years. Barry also discusses his new book, co-authored with David Haintz, in the context of several challenges facing financial advisers in a changing industry. Barry also highlights some areas in which he believes the vast majority of advisory firms can improve. For more information on the book, visit life-firstadvisor.com.