This year's Technology Tools for Today (“T3”) Conference, put on by Virtual Office News in February, offered advisors guidance on how to use technology to deal with the economic crisis.
Since I attended the conference, I decided to write about it and share the high points. Here's my first article, published by Financial Advisor magazine on March 12, 2009:
http://www.fa-mag.com/online-extras/3952-conquering-your-market-woes-with-technolog.html
You can watch Video Interviews and glean other great information at www.t3Conference.blogspot.com.
Ideas and tips from Marie Swift, a nationally-recognized consultant who's worked with some of the top financial advisory firms nationwide for nearly twenty years. This blog spotlights financial services firms and allied institutions that Swift deems as adopting "Best Practices" in the industry. Swift also shares some of her own tools and ideas aimed at helping independent financial advisors.
Wednesday, March 18, 2009
Friday, March 13, 2009
Purposeful Planning System Helps Advisors Generate New Income Streams, Enhances Client Communication Skills and Legacy Planning
Barb Culver is offering a number of FREE webinars that will walk you through the layers of the Purposeful Planning Pyramid and/or introduce the Post-transition Planning Process.
Dates are ever evolving ... and seats fill up fast!
Reserve your seat now.
Also - don't miss this podcast!!
Listen to industry veteran Barb Culver as she shares how advisors can generate new revenue AND create meaningful legacies for their clients through the Purposeful Planning System:
Click the PODCAST graphic or this link below to listen:
http://prwebpodcast.com/releases/pod2199064.htm
Read Barb's comments in Financial Planning magazine:
http://www.financial-planning.com/fp_issues/2009_3/what-works-now2661118-1.html
Learn more about the Masters Level Intensive and Purposeful Planning at www.Purposeful-Planning.com.
Dates are ever evolving ... and seats fill up fast!
Reserve your seat now.
Also - don't miss this podcast!!
Listen to industry veteran Barb Culver as she shares how advisors can generate new revenue AND create meaningful legacies for their clients through the Purposeful Planning System:
Click the PODCAST graphic or this link below to listen:
http://prwebpodcast.com/releases/pod2199064.htm
Read Barb's comments in Financial Planning magazine:
http://www.financial-planning.com/fp_issues/2009_3/what-works-now2661118-1.html
Learn more about the Masters Level Intensive and Purposeful Planning at www.Purposeful-Planning.com.
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