Showing posts with label revenue generation. Show all posts
Showing posts with label revenue generation. Show all posts

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.