Dave Grant

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.

Be aware of changes to retirement savings plans and alimony. Here’s what clients and advisors need to know.

Advisors should keep a close eye on these provisions, Dave Grant says.

"I was making money hand-over-fist, and I couldn’t sleep," says Dave Grant of his brief dally in the cryptocurrency.

When it comes to planning, hitting financial goals is only part of the story.

There may be a silver lining to be found despite this challenging situation.

I thought my entrepreneurial career was over. I was wrong.

Hurricane Harvey provides a grim reminder of how traumatic it can be to face the effects of severe weather. Here’s how to be effective if it happens to your clients.

For any advisor caught in trying circumstances, it's natural to feel upset. But there's a constructive way to respond to challenges.

It's not uncommon to feel unsure, but there are many things you can do — and people you can lean on.

There could be a savvy person who could take over the practice among your wealthy clients.

These two platforms can help give your practice a boost.

These two platforms can help give your practice a boost.

"The past couple of years have been the hardest of my life,” says planner Dave Grant, who has changed his business model and his personal approach to solving problems.

Looking to reach out to more potential clients, adviser Dave Grant tests two new platforms: Snappy Kraken and Twenty Over Ten

It all comes down to deciding on how you’re most comfortable marketing to prospective clients.