cf7 form testing - Garrett Planning Network

Select a date:
6/1/2022 (Wednesday) at 1:00pm Central Time6/15/2022 (Wednesday) at 11:00am Central Time7/13/2022 (Wednesday) at 11:00am Central TimeI'm not available for any of the above dates. Please contact me.

First Name

Last Name

Phone

Select the statement that best describes you:
I have been working for a financial services firm and want to go out on my own and focus on planning rather than production.I am an independent financial services professional with a broker-dealer affiliation and want to switch to a Fee-Only business model.I already have my own SEC or state registered financial planning practice and want to provide accessible services with a sustainable business model.I am a newcomer to the financial planning profession and want to become a financial planner.Other (please specify in comments)

What motivated you to contact us today?*
Internet SearchGarrett Advisor (please specify in comments)Non-Garrett Advisor (please specify in comments)NAPFAFPAConsumer Book/Article (please specify in comments)Professional Book/Article (please specify in comments)Professional Conference (please specify in comments)Other Website (please specify in comments)Other (please specify in comments)

Comments:

First Name

Last Name

Media Outlet or Company

Phone Number

Preferred Contact
EmailPhone

Request Type
Press request to all advisorsInterview request for Sheryl GarrettGeneral Inquiry

Deadline

Response Preference
Advisors should respond directly to me.I would like Garrett staff to filter the responses and forward a summary to me.

Details of Request

First Name

Last Name

Phone number

Question/Comment