Sheryl Garrett

Sheryl Garrett has been quoted 5 times in 2 different articles. On this page, you will find all of Sheryl Garrett’s quotes organized by date and topic. Alongside each quote is a link back to the article where the quote was reported, so you can go back to the source for more context if you need it. Topics that Sheryl Garrett speaks about are client and objective, for example. Most recently, Sheryl Garrett was quoted in the article There's no such thing as free financial advice saying, “They don't want to go through it again.”.

Sheryl Garrett quotes

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I wanted to be an outlet for people who needed advice but couldn't pay for it. I felt that an hourly model was the most fair and most transparent framework where people could see exactly what they were paying me.

They don't want to go through it again.

It took a worksheet to come up with a quote for prospective clients.

Costs matter, but the appropriateness of advice and accomplishing financial objectives matters more. The key on rollovers is having an open, informed discussion about the client's objectives and alternatives.

There will be a period of adjustment, but it won't be as dreadful as many fear. It could take until the next generation of financial advisors to really see the transition to a fiduciary culture.

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