Purposeful Planning In the News

Financial Advisor, October 2009

2009-12-16T06:18:00.000-08:00

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.

Investments and Wealth Monitor, Sept/Oct 2009

2009-12-16T06:14:00.000-08:00

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.

Transitions e-Ine, September, 2009

2009-09-28T20:20:00.000-07:00

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.

CFA Magazine, July-August 2009

2009-09-28T20:19:00.000-07:00

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.”

Family Wealth Report, May 15, 2009

2009-09-28T20:16:00.000-07:00

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.

How the Purposeful Planning System Differs From Other Holistic Approaches

2009-08-03T13:00:00.000-07:00

Are you wondering just how the Purposeful Planning approach to working with affluent families differs from other holistic financial planning programs? Listen to Barb Culver address that question.

Focus on Intergenerational Planning

2009-07-30T13:20:00.000-07:00

Post-transition planning is something of a new frontier in financial planning. Barb Culver talks about the importance of helping clients ensure that their financial legacies - and their values - are passed on successfully.

Journal of Financial Planning - Between the Issues

2009-07-21T09:47:00.000-07:00

Barb Culver's review of the new book, "So What? How to Communicate What Really Matters to Your Audience," by Mark Magnacca, appeared in the current issue of the Journal of Financial Planning's Between the Issues. Barb appreciated the book's effort to get people to change the way they look at things (in this case, how they communicate with others). Read the review.

Welcome to Purposeful Planning In the News

2009-05-28T15:47:00.000-07:00

Enjoy this digest of recent news and events. To learn more about Purposeful Planning, visit www.Purposeful-Planning.com.

Don't miss the Master's Level Intensive in Colorado

September 14-17, 2009!

Free Webinar - June 23 or July 7 - Masters Level Intensive

2009-05-05T13:22:00.000-07:00

TWO NEW ENCORE WEBINAR DATES -- June 23rd and July 7

Are you hungry for fresh ideas?

Wanting 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.

News Release - May 13, 2009

2009-05-04T08:06:00.000-07:00

Industry Experts offer Master’s Level Intensive: Four-Day Workshop Helps Advisors Ensure Clients’ True Legacies Endure

Barbara A. Culver, co-creator of the Purposeful Planning system, announced their new Master’s Level Intensive 4-day workshop to provide concepts, skills and techniques to help advisors better serve high net worth clients and their families. Program dates are Sept. 14-17, 2009 at The Westin in Westminster, CO.

Learn more>>

Transitions magazine, April 2009

2009-04-13T08:10:00.001-07:00

Barb Culver was featured in the "Industry News" section of this industry e-zine for being named the recipient of the Fithian Leadership Award by the International Association of Advisors in Philanthropy (AiP). The award recognizes professionals with distinguished careers in service to the philanthropic community.

Read the article.

Marie Swift Endorses Purposeful Planning System

2009-04-11T13:23:00.001-07:00

Industry Influential Marie Swift is spreading the word about the Purposeful Planning System through her articles, speaking, podcasts and blog entries.

"Anyone who knows me knows that my team and I only work with the best of the best," says Marie. "Barb Culver and the Purposeful Planning faculty -- Courtney Pullen, Terry Hunt and John A. Warnick -- knocked my socks off when I interviewed them for my article in Research magazine earlier this year. I'm very jazzed about their new Masters Level Intensive in Colorado this summer and hope to see many of the industry's top thought leaders there."

See what Marie has to say about the Purposeful Planning System on her blog:
http://marie-swift.blogspot.com/2009/03/purposeful-planning-system-helps.html

There's a podcast there, too!

Financial Planning magazine, March 2009

2009-04-08T20:52:00.000-07:00

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.

Click to read article now.

Research magazine, April 2009

2009-04-08T12:36:00.000-07:00

In her article Seeking Purpose, journalist Marie Swift explores the holistic approach to intergenerational planning taken by Barb Culver and the Purposeful Planning team.

Read the article.

Registered Rep magazine, March 2009

2009-04-08T12:29:00.000-07:00

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.”

Read the article.

News Release - March 16, 2009

2009-04-08T12:24:00.000-07:00

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.

News Release - March 4, 2009

2009-04-08T12:01:00.000-07:00

Barbara Culver Hires Impact Communications to Promote Purposeful Planning(TM) System: Programs Help Advisors Differentiate Themselves in the Marketplace, Cultivate Relationships with Affluent Clientele.

Read more.