Wednesday, March 18, 2009

Conquer Market Woes with Technology

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:

You can watch Video Interviews and glean other great information at

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:

Read Barb's comments in Financial Planning magazine:

Learn more about the Masters Level Intensive and Purposeful Planning at