Commission, Communication, Financial Guidance and Sales

Unlocking Accessible Financial Advice The Garrett Planning Network Advantage

MainStreet Financial Planning

FEBRUARY 1, 2024

Importantly, we do not accept sales commissions or any compensation beyond what is directly agreed upon with our clients. No Minimums, Maximum Accessibility: Unlike traditional financial advisors, being a Garrett Advisor means that we have no income or investment account minimums for hourly engagements.

Financial Advice

Financial Advice Planning Fee Only Financial Planning

Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

SEPTEMBER 26, 2022

I think that one of the challenging things is that sales kinda has a dirty dirty name to it, right? Oh, well, you’re not really a financial planner, you’re a financial salesperson. Now, granted, I don’t think that that’s true.

CFP

CFP Financial Advisor Financial Planner Ethics

Financial Advisor Source

Unlocking Accessible Financial Advice The Garrett Planning Network Advantage

Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

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