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.

No comments:

Post a Comment