In Listening More, Talking Less, veteran journalist David Drucker looks at how the humanistic side of financial advice takes on a new dimension with Barb Culver’s Purposeful Planning and its “team of affinity” approach to working with clients. Read the article.
Barb Culver’s article, Purposeful Planning, appeared in the Wealth Transfer/Philanthropy issue of this Investment Management Consultants Association (IMCA) journal for members only. In it, she addresses how investment advisors can help high-net-worth families successfully pass on a legacy of wealth and value to heirs.
Journalist Marie Swift discusses how advisors can differentiate themselves by helping wealth creators preserve their families - and their families’ wealth. She cites Barb Culver and her Purposeful Planning process as doing just that, working with clients to ensure that the wealth creator’s legacy will survive for subsequent generations. Read the article.
Barb Culver is quoted in jouralist Nancy Opiela’s article Closing the Generation Gap. Opiela looks at how connecting with the next generation can benefit both clients and advisors. “Statistics show that financial legacies are lost more often than not when wealth is passed on from generation to generation,” says Culver. “Advisers who serve this population have a duty to see that their clients’ families do not suffer this fate. Building intergenerational connections with families can ensure a successful transfer of values and financial resources—and that the advisory relationship endures, even after the original client passes on.”
Barb Culver’s article Preserving Wealth Through the Generations appeared in this subscription publication for advisors who serve high-net-worth families. The article addresses the issue that Heirs often waste family wealth by spending frivolously, getting involved in lawsuits and making bad investments. The reason: they haven’t been prepared for the roles and responsibilities that go with their legacies. The key to avoiding this is to get heirs involved in the planning process during the life stage that psychologists call “emerging adulthood” — the few years between late adolescence and early adulthood. For more information about this approach, visit www.purposeful-planning.com.
Enjoy this digest of recent news and events. To learn more about Purposeful Planning, visit www.Purposeful-Planning.com.
TWO NEW ENCORE WEBINAR DATES -- June 23rd and July 7Wanting to connect more deeply with clients and to help them create lasting legacies?
Interested in building value in your business?
Join Barb Culver and select members of the Purposeful Planning faculty for a webinar where they will share their newest training program -- full of hot ideas presented by a world class faculty that rocks!
Listen, learn and ask questions about the Masters Level Intensive training opportunity which focuses on "Post-transition Planning".
The Masters Level Intensive
Special Webinar with The Purposeful Planning Faculty: Barb Culver, John A. Warnick, Courtney Pullen and Terry Hunt
June 23, 2009 at 1:00 pm EST
July 7, 2009 at 3:00 pm EST
Click on the dates to register.
Industry Experts offer Master’s Level Intensive: Four-Day Workshop Helps Advisors Ensure Clients’ True Legacies Endure
Industry Influential Marie Swift is spreading the word about the Purposeful Planning System through her articles, speaking, podcasts and blog entries.
Barbara A. Culver is profiled in the cover story What Works Now. Read Barb's advice on helping clients stay afloat through these tough times -- and managing to not just survive but thrive, as a practitioner, yourself.
Barb Culver was quoted in the magazine’s Advisor Corner. Her response to the question, “What is your biggest challenge in today’s market environment,” follows: "The first challenge is simply in trying to keep up with the tremendous amount of new financial information, regulation and government activity occurring on a daily basis. The second challenge is interpreting this information as guidance for sound investment advice.” 
Leading Philanthropy Expert, Teacher, Trainer, and Legacy Planner to Receive Distinguished Fithian Leadership Award
The International Association of Advisors in Philanthropy (AiP) announced that its top honor - and one of the highest honors in the financial services industry - will be bestowed on legacy planner, trainer and educator Barb Culver CFP®, ChFC, CLU, AEP. The Fithian Leadership award recognizes professionals with distinguished careers in service to the philanthropic community. Honorees are chosen for their efforts to uphold the standards of excellence in ethics, service and charitable planning encouraged by the Association.
Barbara Culver Hires Impact Communications to Promote Purposeful Planning(TM) System: Programs Help Advisors Differentiate Themselves in the Marketplace, Cultivate Relationships with Affluent Clientele.
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