Sheryl Garrett, CFP, AIF, founder of Garrett Planning Network, addressed the audience while at the FPA National Conference in San Diego, on September 16, 2011. One of the things that Garrett espouses is real time planning -- it's a way for planners to deliver information and advice that provides immediate gratification and helps many clients get what they need, right now. Garrett offers a couple other gems in her 2.5 minute video spotlight.
Watch this 2.5 minute video clip now.
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