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.
-
Sometimes young planners realize they don’t want to manage a book of clients forever. Here are ways they can go without leaving the profession entirely.
May 2 -
Voices: an advisor earning a high single-figure commission from a variable annuity product should become a thing of the past.
April 19 -
Growing organically might be cheaper but it takes time, effort and marketing.
March 11 -
Advisors should go behind the music before signing up tomorrow's stars.
February 22 -
In order to gain the most referrals, it is no longer enough to just cultivate a niche.
January 5 -
A columnist is surprised by what he learns about his own practice when he hires a planner for his familys finances.
December 23 -
Similar to mutual funds, but for a fraction of the price, collective investment trusts can make a big difference to a portfolio.
December 7 -
Finance for Teachers Network helps advisors provide fiduciary financial advice to educators.
November 9 -
Family office advisor Rick Flynn rebrands his practice and teams with two other veterans.
November 9 -
The benefits gained from technology should make the expense worth it.
November 3 -
Family office advisor Rick Flynn rebrands his practice and teams with two other veterans.
November 3 -
Advisor networks can provide community, targeted advice and much-needed support for planners with niche specialties, Dave Grant says.
October 22 -
A group of independent advisors want to show educators they have other options for managing their finances than costly products from insurance firms.
September 9 -
Advisors can show their worth by making time to help clients understand how to manage the unexpected.
August 24 -
Advisors should always be on the lookout for performance-boosting tools that will help grow their business. Here are five you should know about.
July 1 -
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.
April 29 -
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.
February 27 -
Digital tools are one thing, Dave Grant says -- but he has grave doubts about the future of totally remote financial planning relationships.
December 26 -
Some younger planners are diversifying activities and income streams to create more fulfilling - and flexible - work.
November 3 -
In trying to find new young clients, many advisors are turning to online platforms. But that is not the only track to success.
August 26
