Founder’s Message
Spring came early to many parts of the country. Our spring flowers peaked in mid-March! We had a very mild winter and almost overnight the forest is green again.
Upcoming Events for Members
Marketing Matters Webinar, Wednesday, April 4 Join Marie Swift, Garrett Marketing Communications Coach, for open conversation and live coaching.
Other Important Dates
Benefits of Garrett Membership, Virtual Meetings
Offered bi-monthly. Hosted by Sheryl Garrett and Justin Nichols. Prospective members: This webinar will answer your most pressing questions.
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Posted in Member Spotlight:
Member Spotlight – Leisa Brown Aiken, CFP®, CPA
Member Spotlight – Leisa Brown Aiken, CFP®, CPA
“The Garrett Planning Network does a great job fostering a sense of community that includes Garrett leadership and staff, resource partners and amazing members.”
Posted in Member Spotlight:
Member Spotlight – Will Duncan
Member Spotlight – Will Duncan
“With the hourly as-needed planning model, I am able to offer my services to many clients that would not otherwise be able to access a true fiduciary relationship.”
Posted in Prospective Advisors:
Apply Now and Attend 12th Annual Garrett Retreat Conference
Apply Now and Attend 12th Annual Garrett Retreat Conference
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.
Posted in Garrett Knowledge Bank:
Hot Topics on the Knowledge Bank
Hot Topics on the Knowledge Bank
The private Garrett Knowledge Bank site contains a wealth of information and resources for Garrett advisors.
Posted in Latest Happenings:
Latest Happenings
Latest Happenings
We are sure enjoying 2012 and are excited for spring to be here. As always we have many projects going to make the Garrett Planning Network the best it can be.
Posted in Marketing Minute:
Three Things to Avoid a Dry Spell
Three Things to Avoid a Dry Spell
Keeping your pipeline full is an art and a science, in-and-of itself. What can Garrett members do to prevent or work through “a dry spell”?
Posted in Compliance:
Assets Under Management vs. Assets Under Advisement
Assets Under Management vs. Assets Under Advisement
One of the most frequent sources of misunderstanding we see among RIA firms is whether the services they provide meet the definition of investment management.
Posted in Business Planning:
Spring Cleaning
Spring Cleaning
Spring is a time of new and fresh growth, a time for bursting forth. And, well, the time for spring cleaning.
Posted in Credit Coaching:
How Financial Planners Can Help with the 1099-C Mess
How Financial Planners Can Help with the 1099-C Mess
Last year, I wrote an article about what consumers can do if they get a 1099-C form, the form used by lenders to report income for cancelled debts.
Posted in The Appreciative Planner©:
How’s 2012 Workin’ Out For Ya?
How’s 2012 Workin’ Out For Ya?
We’re about 90 days into the new year, and all of us are fully immersed in the realities of running our businesses and engaging in our personal lives.
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