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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I thought my entrepreneurial career was over. I was wrong.
By Dave GrantOctober 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.
By Dave GrantAugust 30 -
For any advisor caught in trying circumstances, it's natural to feel upset. But there's a constructive way to respond to challenges.
By Dave GrantAugust 3 -
It's not uncommon to feel unsure, but there are many things you can do — and people you can lean on.
By Dave GrantMay 24 -
There could be a savvy person who could take over the practice among your wealthy clients.
By Dave GrantMay 15 -
These two platforms can help give your practice a boost.
By Dave GrantApril 18 -
These two platforms can help give your practice a boost.
By Dave GrantApril 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.
By Dave GrantMarch 10 -
Looking to reach out to more potential clients, adviser Dave Grant tests two new platforms: Snappy Kraken and Twenty Over Ten
By Dave GrantNovember 18 -
It all comes down to deciding on how you’re most comfortable marketing to prospective clients.
By Dave GrantSeptember 27