Dave Grant

The most important reason to engage in pro bono work is to help those who are in need of free advice. But pro bono work can also pay off in other ways.

How can you tell whether your own goals are appropriately aggressive? Two things helped new solo advisor Dave Grant understand this.

There is an abundance of technology available for financial planners and their practices. This hasn’t always been the case, but now the selections are almost endless. Here's how new solo planner Dave Grant decides what to use.

Think you might be bored at your kids' birthday party? Think again. Dave Grant shares three business lessons he learned at his son's recent party.

Having a computer crash isn't such a far-fetched possibility. Make sure you're prepared for it.

Sometimes inspiration comes from unexpected sources. What movies motivate you?

When advisors befriend each other, and respect the work that each other do, it adds to the roster of people willing to help grow your business.

No one likes being rejected by a prospective client, but it's hardly uncommon. Here are three things to keep in mind when it happens.

Blogging requires a commitment, but if approached the correct way, it should not be a burden. Here are a few tips that are currently helping solo advisor Dave Grant.

How, when and where do you spend your creative time?

While an advisor's pitch to clients should be well rehearsed, it also needs to be flexible, says new solo advisor Dave Grant.

"This may sound sacrilegious for a planner, but I’ll admit it: I’m not a big fan of investment management," says solo advisor Dave Grant. Here's why Grant decided to use a TAMP instead.

Let’s start with the basics: If you are not engaging people on social media as a financial advisor, it’s time to catch up.

Advisors are adopting new technologies to streamline processes and impress clients. But it's smart to have a backup plan in case the technology fails you, says solo advisor Dave Grant.

After just a few months of running his solo practice, advisor Dave Grant has run into a good problem: how to manage a growing list of prospective clients.

Work-life balance can be difficult to achieve for some. While working on a family vacation, new solo advisor Dave Grant began to wonder if he was addicted to work. Are you?

Solo advisor Dave Grant has been experimenting with Facebook ads for his recently launched practice. Here are some of the lessons he's learned.

Do other planners or professional colleagues know your ideal client profile? You may be missing out on business if they don’t know who to refer to you, says new solo advisor Dave Grant.

Some technology challenges come even after you've made your software decisions. Recently, new soloist Dave Grant has been struggling with his CRM system.

"Videos often get judged immediately by viewers, and let's be honest -- personal finance videos are not the coolest things to watch," says Dave Grant. Here are some tips to help improve your video marketing.