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Eavesdropping on the Garrett retreat: A white-knuckle drive; why independents aren't winning assets as fast as they should be; and six steps to building client trust

In the Ozarks, a small and informal conference draws big names

Author Marie Swift, Margot Dorn and Ed Jacobson, Contributors November 4, 2010 at 6:24 AM
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Network founder Sheryl Garrett hosted this special anniversary retreat in her hometown, knowing that some fall-off might occur due to the lack of a major airport. One person who made the trip: psychologist Ed Jacobson.



Women of Wealth Management

Mike Byrnes

Mike Byrnes

November 5, 2010 — 5:15 AM

Sounds like a good event. Please share the best “Rapid Fire” marketing ideas!

Mike Byrnes, President, Byrnes Consulting, LLC, www.byrnesconsulting.com

Sheryl Garrett

Sheryl Garrett

November 10, 2010 — 9:51 PM

Great suggestion Mike. However the Garrett Retreat and the information shared during the Rapid Fire session facilitated by Marie Swift are for members and invited guests only. It was, as always, a wonderful session. Ideas exchanged ranged from a simple, yet brilliant automatic follow up system to annual client reviews in Italy. Continue reading Marie Swifts’ work on her blogs and articles for more on these types of ideas. I’m sure she’ll write about some of the best ideas from our conference as well as from the many other conferences and practitioners with which she works. Thanks, Sheryl

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