Dave Grant, a Financial Planning columnist, is founder of Retirement Matters, a planning firm, in Cary, Illinois. He is also the founder of NAPFA Genesis, a networking group for young fee-only planners. Follow him on Twitter at @davegrant82.
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Be aware of changes to retirement savings plans and alimony. Here’s what clients and advisors need to know.
December 19 -
Advisors should keep a close eye on these provisions, Dave Grant says.
December 4 -
"I was making money hand-over-fist, and I couldn’t sleep," says Dave Grant of his brief dally in the cryptocurrency.
November 29 -
When it comes to planning, hitting financial goals is only part of the story.
November 21 -
There may be a silver lining to be found despite this challenging situation.
October 25 -
I thought my entrepreneurial career was over. I was wrong.
October 13 -
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.
August 30 -
For any advisor caught in trying circumstances, it's natural to feel upset. But there's a constructive way to respond to challenges.
August 3 -
It's not uncommon to feel unsure, but there are many things you can do — and people you can lean on.
May 24 -
There could be a savvy person who could take over the practice among your wealthy clients.
May 15 -
These two platforms can help give your practice a boost.
April 18 -
These two platforms can help give your practice a boost.
April 18 -
"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.
March 10 -
Looking to reach out to more potential clients, adviser Dave Grant tests two new platforms: Snappy Kraken and Twenty Over Ten
November 18 -
It all comes down to deciding on how you’re most comfortable marketing to prospective clients.
September 27 -
Clients want and need someone to be honest about their own experiences. If you can show some vulnerability and offer personal insights, their engagement will increase.
September 23 -
Is it time to try for another target market? Or just become a generalist? Forsaking current branding and marketing should not be taken lightly.
June 16 -
It’s important for advisers just starting a practice to understand that times may be hard, lonely and often without reward.
June 1 -
Collective investment trusts have been gaining popularity as an alternative to mutual funds.
May 31 -
Collective investment trusts have been gaining popularity as an alternative to mutual funds.
May 31
