NEWLY REVISED 2nd Edition
Available to ship in less than 24 Hours!
Four years in a row, recognized along side names like Alan Greenspan as one of the “Top 25 Most Influential People in Financial Planning”
—Investment Advisor Magazine, 2003-2006
Recipient of the Robert J. Underwood Distinguished Service Award
—National Association of Personal Financial Advisors, 2006
Named “Modern Master”
—Financial Planning Magazine, 2002
“So many changes have occurred since the original publication in October 2002 and, furthermore, I personally have learned so many new and better ways of running an Hourly, Fee-Only practice from our members (Members of the Garrett Planning Network) and colleagues. Not only are all of the Chapters updated, there will be additional chapters in this new edition. One new Chapter is on Business Planning for Hourly, Fee-Only practice, contributed by Mary Lacey Gibson, CFP® and two other new Chapters on Client Meetings. In fact, if I were to begin my Hourly, Fee-Only practice today, it would look very much different and far more efficient than the one I started April 1, 1998.”
—Award-Winning Author and Garrett Planning Network Founder, Sheryl Garrett, CFP® (Quote published in “News and Views” by The Garrett Planning Network, April 2007)
Award-Winning Author and All-American Planner, Sheryl Garrett, CFP®, earned considerable media attention and praise for her “unconventional” way of successfully working with a broader Middle Market client base after forming The Garrett Planning Network in 2000 and writing Garrett’s Guide to Financial Planning, 1st Edition in 2002. Garrett’s expert testimony has been relied upon by congressional committees studying topics consisting of investment advisor regulations, financial and retirement planning, as well as the financial planning process.
Middle Americans, do-it-yourselfers, and people from all walks of life need and want to work with a financial advisor. That is Garrett’s proven strategy for profitable, fee-only financial advisory services to the middle class provided on a simple hourly or as-needed basis—a business practice model thought to be impossible until now. All-New edition expands upon every aspect of the financial planning process—from detailed analysis through the client communication and implementation phases with personal tips based on how Garrett did it best. Discover how to grow and “scale-up” a practice—including outsourcing options, staffing and ownership considerations. Includes Bonus CD-ROM with practical resources: questionnaires, worksheets, letters, and topic-specific "one-sheets.”
New Advice from middle-market practitioners regarding latest “best practices”
New Chapters ranging from business planning to scope of engagement
New Strategies such as pricing and setting client expectations in
an evolving, volatile market
Trust a celebrated practitioner. Trust an experienced mentor. Trust an industry leader focused on generating awareness for the exact type of services she will teach you within this remarkable resource. Don’t miss out—your power to make a genuine difference and profit is unlimited.
You’ll learn:
- Who the Middle Market is and how to target your services to them
- How to broaden your focus and client profile to include the Middle Market and meet your business and personal objectives
- How to implement a proven service model to develop and grow fee-only business
- How to tap into a host of financial planning resources and glean key marketing insights
- How to quickly diagnose situations and provide solutions and advice that addresses current needs
- Fresh perspectives on the financial planning industry and the profession’s evolution
- Financial planning basics for the Middle Market client
An appendix includes frequently asked questions from Garrett’s experiences with Middle Market clients along with the answers that work.
CD-ROM offers practical resources such as questionnaires, worksheets, letters, and "one-sheets" on:
- Cash flow management
- Client recordkeeping
- Debt management
- Disability insurance
- Homeowners insurance
- Practice management
- Property & casualty insurance
CD-ROM also contains relevant IRS publications.
Recipient of the Robert J. Underwood Distinguished Service Award Named “Modern Master”
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