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This isn't just another practice management book, but a template for a new approach to being a valued financial advisor.
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Reviews

"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."Alex PottsCEO, Loring Ward IncorporatedSan Jose CA, United States "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."Sybil VerchSVP, National Director Wealth Management, Raymond James Ltd., Private Client Group, Victoria, B.C. Canada "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'."Kevin BaileyFounding Director of Shadforth Financial Group, and former FPADirectorMelbourne, Australia "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."Linnet Lee CFPChief Executive Officer, Financial Planning Association of MalaysiaKuala Lumpur, Malaysia "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."Wade BaldwinChair- Advocis, The Financial Advisors Association of CanadaCalgary, Alberta, Canada "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."Kimmis PunManaging Director - Private BankingSingapore

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