Dave Grant

Dave Grant

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In order to gain the most referrals, it is no longer enough to just cultivate a niche.
A columnist is surprised by what he learns about his own practice when he hires a planner for his family’s finances.
Similar to mutual funds, but for a fraction of the price, collective investment trusts can make a big difference to a portfolio.
Finance for Teachers Network helps advisors provide fiduciary financial advice to educators.
The benefits gained from technology should make the expense worth it.
Advisor networks can provide community, targeted advice and much-needed support for planners with niche specialties, Dave Grant says.
A group of independent advisors want to show educators they have other options for managing their finances than costly products from insurance firms.
Advisors can show their worth by making time to help clients understand how to manage the unexpected.
Advisors should always be on the lookout for performance-boosting tools that will help grow their business. Here are five you should know about.
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.
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Feb
10
Feb 10-12, 2016
Marriott Harbor Beach Resort, Ft. Lauderdale, Fla.
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16
Jun 16-17, 2016
Sheraton New York
Jun
22
Jun 22, 2016
Convene, NYC, NY