Dave Grant

Family office advisor Rick Flynn rebrands his practice and teams with two other veterans.

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.

Some younger planners are diversifying activities and income streams to create more fulfilling - and flexible - work.

In trying to find new young clients, many advisors are turning to online platforms. But that is not the only track to success.

After the first year of running his own RIA, an advisor reflects and offers some lessons learned.

Twitter tip: rethink your blog headlines

Can your young advisors handle the highly charged conversations that often come with major life transitions?

A former client rediscovered this advisor -- and his new specialty -- by searching for advice and finding his blog posts online. Here's how social media can lead to compliments and a real-world payoff.

Lifestyle practices get a bad rap. But one of my main goals when starting my RIA was to build a business and a life that met my needs.

Because I specialize in planning for teachers, I follow a number of teachers on Twitter -- and it turns out they share information like crazy. They have multiple chats throughout the week and help each other out with their daily problems.

One of the most challenging things advisor Dave Grant faced when setting up his RIA was deciding on a CRM system.

Some advisors question the time, energy and creativity involved in blogging, but here are some ways it's helping solo advisor Dave Grant's practice.

With my startup growing more slowly than I'd hoped, I've tried to find strategies that keep me focused and confident.

As a startup planner, I find I need to try new lines of business. My recently launched video series recently got its first customer.