Dave Grant

Turning loss into profit in down markets can seem like magic to some clients.

For years, I helped clients make choices that improved their happiness and work-life balance. Why wasn't I doing the same for myself?

As this firm founder took stock, he realized his needs had changed over time.

The departures mean my practice is losing thousands of dollars in revenue — for now.

Years of trial and error and research behind the scenes and continuing client-facing education resulted in the portfolio-mix sweet spot.

Advisors need to be willing to take a financial hit for clients

Dave Grant thought he’d seen it all as an advisor. Then an investment review meeting turned deadly serious.

Boundaries and blind spots: Two advisors have a no-holds-barred conversation about working with clients of different genders.

Culture is like a garden, it has to be planned and nurtured. Even solo practitioners need to pay attention.

This retirement investing strategy can be a hard one to implement, but it makes academic sense.

These funds emerged as investors sought yield amid an otherwise low-interest rate environment. As rates normalize, does this approach still have a purpose?

The average retiree may need to save far less than you are currently projecting.

Baby boomers are holding more mortgage debt than the retirees before them. But sometimes, that can be a smart financial strategy.

How to use content marketing through blogs, videos, podcasts and social media to boost your business.

Lower incomes, longer lives and time out of the workforce means women lag men when it comes to preparing for retirement. Advisors can help.

Advisors need to educate clients — but not dumb down their advice — when it comes to the complex world of these investment vehicles.

Millennials, Gen X, older workers and current retirees should all think about Social Security slightly differently in crafting their retirement plans.

Many clients want to leave an impact after they’re gone but don’t know how to go about it. Here’s how to approach the uncomfortable conversations.

After five changes to my pricing model in five years, I finally had a strategy that I had shunned when I started.

As advisors, we are supposed to be the calm in the storm for our clients — let’s make sure our messaging does that quickly and effectively.