Garrett Planning Network

This is the time of year when people are busy setting both personal and professional goals. Not resolutions, but goals.

I think Ringo Starr was onto something when he made that declaration in the Sergeant Pepper album.

In today’s markets, the demand for transparency has increased, as has the expectation for better “prudent practices.”

Every day I speak to advisors interested in joining the Garrett Planning Network and the most common questions are regarding the areas of compliance and marketing.

The private Garrett Knowledge Bank site contains a wealth of information and resources for Garrett advisors. Take a glimpse inside this wonderful resource!

We work continuously to make our Network the best it can be and to ensure it’s packed full of value for our advisors.

As we head into 2010 – and hopefully better times – people in your target market are likely to be more open to your suggestions. Now's the time to start marketing!

This is not only a line in a popular holiday song, but also a question that the regulators want to ensure is answered “NO” by most investment advisers.

It’s that time of year again, the time of year when good intentions flourish. What can you do to make sure they don’t wither?

You’ve probably read about the Credit CARD Act that largely goes into effect in February. I will summarize a few of the most important provisions here, but before I do, I want to highlight what the bill does NOT do.

The Garrett Planning Network 10th Annual Retreat will be held October 24-27, 2010, in Eureka Springs, AR. We anticipate over 200 Garrett advisors at our very special 10th Anniversary Annual Conference.

Sponsor Limelight