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Barb brings vast personal and professional life experiences to share. She balances a mastery in the quantitative aspects of traditional financial and estate planning with her passion for qualitative work with individuals, couples and families. Barb teams with other top professionals nationally to offer Purposeful Planning – their unique process which encourages individuals, couples and families to maximize all of their potential - financial and personal - individually and collectively. Thoughtfully applying the concepts of both qualitative and quantitative planning, Barb and her team partner with clients using keen skills and unique insights to create alignment within families which perpetuates their values and their material wealth while also emphasizing family connection and fulfillment of shared purpose.
Learn More about Barb's company at Connect-Gens
Four Part Webinar Series
Purposeful Planning: Conversations Beyond The Balance Sheet with Barb Culver
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Originally aired January 10th - 31st. Access the recordings now!
This four-part webinar series takes a deep dive into fostering meaningful client relationships and building the type of trust that creates lifelong loyalty.
Session 1: Distinguish Yourself with Purposeful Planning
January 10th at 2 PM EST
Session 2: Answers to Your Clients' Most Important Questions
January 17th at 2 PM EST
Session 3: Tapping Into Never Ending Referrals
January 24th at 2 PM EST
Session 4: How to Keep a Client for Longer Than Life
January 31st at 2 PM EST
Connect with the next generation of clients by working with both benefactors and beneficiaries.
Expand Your Advisory Role
Extend Your Reach
Strengthen client relationships by involving them in the active work of their end-of-life plans.
Meet Barb Culver
Prove your worth as an advisor by filling gaps in your clients’ planning.
CFP®, ChFC®, CLU, AEP®
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