2011 Technology Recap

The Garrett Planning Network has had some great Technology webinars this year! Here’s a brief summary of those calls to date...

A Down to Earth Tool for Evaluating Mutual Funds and ETFs

I do not subscribe to, or purchase, any of the popular investment portfolio analytics software tools.  My reasons are many and perhaps a topic for another article, but whatever the reasoning, other...

Adding Video to Your Website

I recently interviewed Brenda Shaffstall, Founder and Executive Project Manager at CEP Advantage, regarding the use of video on advisor websites. Enjoy her helpful comments! -Justin Nichols Justin:...

Customer Relationship Management Software

Customer Relationship Management (CRM) software has recently been a very hot topic in the financial advisory community. As more and more Garrett advisors hear the term “CRM” or “TOM” (which...