Dave Grant

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.

Most advisors continue to check in with phone and email messages and continue to do some work even while on vacation. Dave Grant shares the steps he took to completely cut himself off from work for a family vacation.

Many advisors are eager to find new clients, but not sure where to start. Dave Grant says prospective clients can turn up anywhere.

Deciding which tasks to outsource can be difficult for advisors. Dave Grant identifies projects that have turned out to be great candidates for a handoff.

The doors of Dave Grant's startup RIA have been open for only a couple of months now, and it’s been an emotional roller coaster. Signing a client that you’ve been pursuing can provide a massive high, but when things hit a dry spell or don’t go your way, you can spiral into new lows.

Are you concerned about information technology security? So is Dave Grant. Check out some strategies he is using to assuage his fears.

Most advisors like to think they know a thing or two about marketing, but Dave Grant says he didn’t realized the impact his 3-year old would have had on building his business and its marketing strategy.

What impact can "Promoted Tweets" have on your website? One advisor was brave enough to test the waters.

It may be difficult to resist, but responding to emotionally charged emails instead of initiating a verbal discussion can be a slippery slope. Not only can it harm relationships, it tends to be a distraction from what really matters write Dave Grant.

With choices like Salesforce, Junxure, Redtail and more available in the marketplace, selecting the right CRM can be difficult. Dave Grant weighed a lot of options and considered many factors when he made his decision.

Facebook ad campaigns offer users a lot of data, but what you do with that data is up to you. Dave Grant said he learned some important things from his first experience using Facebook ads and that gave him some ideas about what to change going forward.