Recent Stories From This Author
An in-person getaway offered substantial benefits to members of an online, geographically diverse mastermind group. The group had a few tips for other advisors.
Each advisor needs a compelling tale to attract new business. Here's how to craft a strong message focused on the ways you best help your clients.
Digital tools are one thing, Dave Grant says -- but he has grave doubts about the future of totally remote financial planning relationships.
Some younger planners are diversifying activities and income streams to create more fulfilling - and flexible - work.
In trying to find new young clients, many advisors are turning to online platforms. But that is not the only track to success.
After the first year of running his own RIA, an advisor reflects and offers some lessons learned.
If you are using an automated tool to promote your blog posts, make sure your headlines will stand out in the social media clutter.
Can your young advisors handle the highly charged conversations that often come with major life transitions?
A former client rediscovered this advisor -- and his new specialty -- by searching for advice and finding his blog posts online. Here's how social media can lead to compliments and a real-world payoff.
Lifestyle practices get a bad rap. But one of my main goals when starting my RIA was to build a business and a life that met my needs.
Looking for a relatively inexpensive way to connect with the clients in your target niche? Tell your story.
Because I specialize in planning for teachers, I follow a number of teachers on Twitter -- and it turns out they share information like crazy. They have multiple chats throughout the week and help each other out with their daily problems.
One of the most challenging things advisor Dave Grant faced when setting up his RIA was deciding on a CRM system.
Some advisors question the time, energy and creativity involved in blogging, but here are some ways it's helping solo advisor Dave Grant's practice.
A team member's departure can be a blow, but a resilient firm shouldn't be thrown by staffing changes. Here are a few ways to cope.
With my startup growing more slowly than I'd hoped, I've tried to find strategies that keep me focused and confident.
As a startup planner, I find I need to try new lines of business. My recently launched video series recently got its first customer.
The most important reason to engage in pro bono work is to help those who are in need of free advice. But pro bono work can also pay off in other ways.
How can you tell whether your own goals are appropriately aggressive? Two things helped new solo advisor Dave Grant understand this.
There is an abundance of technology available for financial planners and their practices. This hasnít always been the case, but now the selections are almost endless. Here's how new solo planner Dave Grant decides what to use.