Member Spotlight

Barb Culver is interviewed for an article in the October 2005 issue of Advisor Today magazine titled Completing the Picture with Client-Centered Planning: Use these five steps to strengthen and grow your practice beyond just a numbers game.

Excerpt:

“I realized that we should be talking about this by design, not default."

“It is impossible to make wise decisions about below-the-line items unless we are including above-the-line items that have contributed to what it is they are now trying to accomplish by coming to see me."

    “I don’t try to do it all,” says Culver. “Advisors need to do what brings them the greatest fulfillment—doing whatever aspect of the process that is their gift. They need to identify their gift and skill set, and then surround themselves with teammates who fill in missing parts.”

Read the article.