Select a date: 6/14/2023 (Wednesday) at 11:00am Central Time7/12/2023 (Wednesday) at 11:00am Central Time7/26/2023 (Wednesday) at 1:00pm Central TimeI'm not available for any of the above dates. Please contact me.
First Name Last Name
Email
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:
Δ
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
Phone number
Question/Comment