Barry LaValley
Barry LaValley is a pioneer in the life planning approach to financial planning. In 2001, he was a contributor to the book “Your Clients for Life—the definitive guide to Financial Life Planning” along with U.S. authors Mitch Anthony and Carol Anderson. Since that book was written, Barry has interviewed hundreds of advisors in both Canada and the United States and created a common sense approach to linking a client’s life planning to his or her financial plan. His main area of specialty is in teaching advisors how to implement a wealth management discovery process that will uncover a client’s true emotional concerns.

Barry is on the advisory board for The Canadian Securities Institute Wealth Management Designation Program and currently works with firms in Canada and the U.S. to help them implement a true wealth management strategy for their advisors.

Kirk Lowe
Kirk Lowe is President of Freedomarketing and a Partner in The LifeFirst Approach™. Kirk is a passionate marketer who works exclusively with financial advisors, helping them build their businesses. Kirk is the leader in integrating technology with traditional marketing. He has written many articles, published in Canada and the US, as well as the book, “Building Your Business In The 21st Century – For Financial Advisors”.

Kirk works with advisor groups in both Canada and the United States and helps them create a compelling marketing program through leading edge positioning and tools. Whether it be web site development, life based newsletters, ad mats or other marketing materials, Kirk has added his creative touch to help advisors differentiate themselves.