People Moves Related to "A crucial question for HNW clients: What is money for - and what should advisors do in response to the answer?"
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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
Jun 21, 2024Members are broadening the business model, with her blessing; Garrett will attend annual conferences and focus on raising fruits and vegetables on her Arkansas farm