A crucial question for HNW clients: What is money for - and what should advisors do in response to the answer?
A Lindner Capital Advisors symposium recently answered some sticky questions with help from Meir Statman and others.
Author Sheryl Garrett, Mark DiGiovanni, Ali Swofford, Guest Bloggers October 27, 2011 at 3:37 AM
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Related Moves
Sheryl Garrett, a financial planning pioneer, sells her planning network, after tragedy and soul-searching; members buying her out will preserve her legacy and open firm to managers
Members are broadening the business model, with her blessing; Garrett will attend annual conferences and focus on raising fruits and vegetables on her Arkansas farm
June 21, 2024 at 3:46 AM
Mentioned in this article:
SEI Advisor Network
TAMP
Top Executive: Wayne Withrow
Garrett Planning Network
RIA Set-up Firm
Top Executive: Sheryl Garrett
