Sheryl Garrett Says Planners Wise to Offer Real Time Planning, Debt & Credit Counseling

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.

Geoff Davey says regulators turning an eye toward risk tolerance and suitability of investments

Geoff Davey, co-founder of Finametrica, an international company that offers a cloud-based psychometric risk tolerance assessment tool to financial advisors and savvy investors, sounded the alarm for financial advisors while at the FPA National Conference in San Diego, on September 16, 2011: regulators will be turning an eye toward client's investments and suitability regarding risk tolerance.

Hear his words of caution and advice in this 2 minute video clip.

Ron Lieber talks about the greatest challenge facing middle-market consumers today at FPA Experience 2011

While at the FPA National Conference in San Diego, on September 16, 2011, New York Times columnist and Bucks Blog author Ron Lieber shared his thoughts about the biggest challenge, as he sees it, facing middle-market consumers today: finding independent, objective financial planning and advice -- with terms they can live with and service they can afford.

Hear the challenge he issues to the financial planning community in this 2 minute video clip.

Thought Leader Round Table transcript - FPA Anaheim 2009

Marie Swift interviews nine Industry Thought Leaders at FPA Anaheim 2009. She poses Three Big Questions to the Thought Leader panel and gets some insightful - and sometimes surprising - answers. Download and read the Thought Leader Round Table transcript now.

Thought Leader panelists joining Marie Swift:

Mary Zimmerman - Kinder Institute of Life Planning
Justin Nichols - Garrett Planning Network
Deborah Fox - Fox Financial Planning Network
Robert J. Lindner - Lindner Capital Advisors
Brett S. Ellen - American Financial Network / CSP Training
Scott Hanson - Hanson McClain Retirement Network
Dick Weber - ObjectivEdge
Mark Pace - ObjectivEdge
Geoff Davey - FinaMetrica

Sheryl Garrett, Garrett Planning Network

Hi, I’m Sheryl Garrett, founder of the Garrett Planning Network - a network of fee-only advisors offering hourly, as-needed financial planning.

The number one thing I want advisors to be thinking about is that our emerging profession is on the verge of–potentially–the most important re-regulation of investment advisors ever. The public at large has little or no understanding of what a financial planning professional does, nor do they have faith in the financial markets or financial advisors.

To truly evolve into a respected profession, we must get politically active now! The proposed re-regulation of all those that render investment advice needs to be clear, powerful and client-centered. To truly emerge as a profession, we must make competent, objective financial advice accessible to ALL people.

We must have regulatory reform that ensures that all consumers of financial advice can trust that advice to be rendered by competent fiduciaries. Our society is desperate for quality advice from professionals they can trust to put their best interests first, always!

If you’d like to talk further about this issue, or learn more about the Garrett Planning Network, please contact me through my website, www.garrettplanningnetwork.com

Thought Leader Round Table transcript - FPA Boston 2008

Marie Swift interviews four Industry Thought Leaders at FPA Boston 2008. Randy Gardner, Sheryl Garrett, John Napolitano, George Kinder and Marie Swift - with special guests George Mannes from MONEY magazine and Richard Bierck from FINANCIAL PLANNING magazine - talk about The Future of the Financial Planning industry. Download and read the Thought Leader Round Table transcript now.