FW: Research Assistance for PFP Program

[Ryan J. Blair]

See note below from Caleb Brown.

 

Ryan J. Blair, CFP®

SFMG

5310 Harvest Hill Road | Suite 226 | Dallas, TX 75230

Tel 972.960.6460 | Fax 972.960.6455 | www.sfmgadvisors.com

From: P. Caleb Brown, CFP® [mailto:pgato...@hotmail.com]
Sent: Thursday, August 07, 2008 4:13 PM
To: ttu-pfp...@googlegroups.com
Subject: RE: Research Assistance for PFP Program

 

Thanks so much to all of you who took the time to participate in the survey. We have some good data here to help future entrants.
 
My Best,
Caleb

 

 

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Subject: Research Assistance for PFP Program
Date: Mon, 4 Aug 2008 08:44:35 -0500
From: rbl...@sfmgadvisors.com
To: ttu-pfp...@googlegroups.com

I apologize for the late email but if you have time please help out.  See below.

 

Ryan J. Blair, CFP®

SFMG

5310 Harvest Hill Road | Suite 226 | Dallas, TX 75230

Tel 972.960.6460 | Fax 972.960.6455 | www.sfmgadvisors.com

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From: P. Caleb Brown, CFP [mailto:pcale...@yahoo.com] Sent: Thursday, July 31, 2008 9:40 AM To: Ryan J. Blair Hello Everyone, You are receiving this email because you have an interesting story on how you got into the financial planning industry and, if you are willing, I think it needs to be shared with others. I am working on some research for career paths into the financial planning industry and would like your input. This project is for the further education of new entrants and existing business owners on expectations. I have included the links to four surveys below. These are basic surveys that should take no more than 10-15 minutes of your time to complete. I ask that you only complete the survey that pertains to your situation. I can't offer you any cruises or trips to the Bahamas for participating, but only confirmation that your answers will help future people transitioning into the industry. I plan to present some of the findings at a career development session in Boston and if we can get enough respondents, publish a summary of the results. The surveys are anonymous, but if you would like to provide your contact information, I will be following up with some for a more detailed interview. Feel free to forward to anyone else who might want to participate. You have until Monday August 4th to take the survey. If you have any comments, questions or problems, you can contact me at pcalebbrown@yahoo.com Caleb Brown, CFP®   Click on the link below to take the survey that applies to your situation. Please take your survey only once. College Grad. Starting own Firm Entrant http://www.surveymonkey.com/s.aspx?sm=rWkSmsZ47tSmCZIwfEuHaA_3d_3d Career Changer Starting own Firm Entrant http://www.surveymonkey.com/s.aspx?sm=12lwhUra1Ofl2EKgthkZbw_3d_3d College Grad. Joining Existing Firm Entrant http://www.surveymonkey.com/s.aspx?sm=2PycPqD77_2bnKa12TKYlFGA_3d_3d Career Changer Joining Existing Firm Entrant http://www.surveymonkey.com/s.aspx?sm=l7LYnrTqpRd_2fUzEfXK_2fXnQ_3d_3d

 

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[Victor Garza]

When you get a chance, help me congratulate Gus for his latest award “2008 Heart of Financial Planning Distinguished Service Award” and life accomplishments.

 

Victor H. Garza, CFP^®

                                      _________________        

The Gardner Group

Wealth Management

5910 N. Central Expressway, Suite 1090

Dallas, TX 75206

 

214.706.4369 | Office

214.594.8080 | Fax

www.gardnergrp.com | Website

victor...@gardnergrp.com | Email