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.
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.
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