The 6 Benefits of joining the Garrett Planning Network
Lisa Weil, CFP®, MBA shares the many benefits of being a Garrett member:
1. Gain access to Endless Opportunities
Join our family of pioneers who serve the untapped market of beginner-investors, middle-income clients and DIY investors who need expert confirmations.
2. Learn from the Experts
Tap into the tried and tested know-how of hundreds of financial planners plus experts who have more than 2 decades of experience in running fee-only firms.
3. Gain access to our Knowledge Bank
Our Knowledge bank is the Life Blood of our active and collaborative community. It’s a useful pool of collective knowledge with resources like industry-related documents, templates and forums.
4. Join our Esteemed Network and Gain Exposure
It’s not us saying we’re great, it’s publications the New York Times, the Wall Street Journal, Forbes, the Kiplinger, Bloomberg and many more. Former President Obama even praised our founder, Sheryl Garrett, for her work in ethical financial planning.
Join our family of passionate fee-only advisors and enjoy the exposure that comes from pioneering fair financial advising.
5. Do what you Love on your Own Terms
You get to make great, objective financial planning accessible to more Americans on your own terms. You're the boss. We’re just the business support and your family of like-minded advisors.
6. Grow your Fee-Only Business
Leverage our vast collection of resources, knowledge, training, and services to cultivate your fee-only practice into a grand success.
Fee-Only, hourly-based and accessible services are the key marketing differentiators of the Garrett Planning Network.
Therefore, our Member-Advisors must:
Advisor Quick Links
Our members enjoy discounts from the following:
30- day free trial &
50% off subscription
Estate Guru is an online software platform that helps thousands of individuals navigate estate planning documents, wills, health care directives. It's is more than a stack of documents... it's a tool that guides you through every important step of your estate plan.
Un-Canned Marketing For Financial Advisers Who Demand To Stand Out. Wow Clients & Win Prospects. Snappy Kraken’s powerful and seamless system will help you transform prospects into clients and clients into raving fans… even while you sleep!
Horsesmouth helps financial professionals educate their clients and grow their businesses. Our portfolio of services provides the latest education, tools, marketing and support.
25% off initial license
Build plans and relationships on the most accurate calculation engine. Join other serious financial planners and independent advisors that are using the most robust calculation engines in the wealth management space to grow their practices.
LoanBuddy for Advisors delivers technology to service current students and recent graduates, guiding them on a path to long term financial wellness. Tap into our large community of borrowers looking for professional advice.
At Printing Express, we pride ourselves in the level of service we offer. We believe in going the extra mile to deliver a personalized experience and we believe in helping our customers to get the best possible result.
Join the most powerful platform for Financial Advisors to create, manage and archive beautifully tailored websites. Behind every one of our rock-solid websites is a powerful dashboard to create and edit your content.
Life Goes on Roadmap is an affordable and empowering toolkit to organize personal finance information for today's digital age so you and your clients have power, access, and control, before disease, disability or death get in the way.
Investment research tool.
1 month free
Automated client questionnaire software.
Email, website and social media archival software.
CRM software tool.
20% discount off first month
Cybersecurity compliance software.
Investment research tool.
$100 off annually
Financial planning software for tax-efficient withdrawals.
$300 off annual subscription
Goals-based financial planning software.
2 months free + $100 off additional packages
Financial advisor website design firm.
There are more discounts available. Visit the Garrett Network the knowledge bank to view all the member discounts. If you aren’t a member, apply here