Recent Stories From This Author
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.
Want to help your advisors expand their skills? Use these steps to create customized career tracks.
Think you might be bored at your kids' birthday party? Think again. Dave Grant shares three business lessons he learned at his son's recent party.
Having a computer crash isn't such a far-fetched possibility. Make sure you're prepared for it.
Sometimes inspiration comes from unexpected sources. What movies motivate you?
When advisors befriend each other, and respect the work that each other do, it adds to the roster of people willing to help grow your business.
No one likes being rejected by a prospective client, but it's hardly uncommon. Here are three things to keep in mind when it happens.
Blogging requires a commitment, but if approached the correct way, it should not be a burden. Here are a few tips that are currently helping solo advisor Dave Grant.
How, when and where do you spend your creative time?
While an advisor's pitch to clients should be well rehearsed, it also needs to be flexible, says new solo advisor Dave Grant.