Justin Nichols, CFP®

Hi, this is Justin Nichols, and as the Manager of Operations here at the Garrett Planning Network, I’m pleased to tell you about our online new member orientation and training modules, or eLearning modules, that are available for new members of the Network.

Here are some of the advantages to our eLearning platform:

1. New advisors can join the Network anytime throughout the year and begin the initial training process right away.
2. Our eLearning training modules are accessible anytime, anywhere. This eliminates the barriers to live training classes, such as travel and hotel costs.
3. Sheryl Garrett, founder of the Garrett Planning Network, serves as the primary instructor. Various Garrett coaches and consultants are featured in sessions such as marketing communications, business planning and compliance.
4. Garrett members, both new and current, have access to all of our eLearning content, and this includes all future additions and enhancements.

Our vast eLearning content includes the following:

• Introduction. This includes an introduction to the Garrett philosophy and approach as well as tips to maximize your membership experience.
• Client acquisition. This includes marketing as well as prospective client contact, from the initial inquiry all the way through securing the engagement.
• Client fulfillment. This includes client workflow processes as well as techniques for conducting client meetings, such as the initial presentation meeting, follow-up meetings and annual checkups.
• Operations. This includes accounting systems and procedures, business planning, business setup and compliance.
• Management. This includes time and resource management, and more.

These are just some examples of the content that is available via our eLearning modules to help you build a successful financial planning business using the Garrett model.