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.
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