Category Archive: Prospective Advisors

Rollout of Virtual Training for New Garrett Members Slated for March 2014

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At Garrett Planning Network HQ we are working on a number of exciting enhancements to our new member training program. In addition to our current eLearning Central suite of online training videos, we are working on a virtual training component, as well as a live training component, to enhance the education and training we provide …

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Garrett Planning Network Associate Member Pricing

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We periodically receive inquiries from financial planning firms with multiple practitioners. We are pleased to have a number of multi-professional firms that are part of our Garrett Planning Network and we have recently updated our pricing to better accommodate new and existing Garrett firms that fit into this category.   Full Member pricing includes the …

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Join the Garrett Community!

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Looking for an alternative? Want to start your own financial planning firm? Need to get up and running quickly and efficiently? Learn more about Garrett Planning Network now!   Garrett Planning Network’s turnkey package will get you up and running quickly and efficiently by streamlining your operations and practice management with tried-and-true systems, templates and …

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Join Garrett and Start Up for Less Expense than “Going it Alone”

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I speak to advisors every day who are interested in possibly joining the Garrett Planning Network and I sometimes hear that, “I would love to join the Garrett Planning Network, but it’s just too expensive.” I can appreciate this concern, but with the many discounts available to Garrett members, in addition to the great startup …

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Apply Now and Attend 12th Annual Garrett Retreat Conference

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The Garrett Planning Network’s Annual Retreat is always the highlight event of the year! Our 12th annual conference will be held August 5-8, 2012, in Denver, CO. The event is focused on “Sharing the Wisdom” through best practices panel discussions, practice management sessions, keynote presentations and networking events.   In addition, Garrett advisors know they …

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Garrett Investment Advisors, LLC Fee-Only SEC Registered Investment Advisor Firm

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We are very excited about our newest offering for members of the Garrett Planning Network, Garrett Investment Advisors, LLC, a new Fee-Only SEC registered investment advisor firm.   Since 2000, the Garrett Planning Network has helped hundreds of financial planners start and run their own independent RIA firms. In addition, we are now offering the …

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