Dave Grant

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.

RIAs love the flexibility of running their own business, but, when your bedroom becomes your office, it becomes difficult to keep a schedule. Dave Grant says he loves the flexibility of being self-employed, but internally he's screaming for a schedule. Check out some of his ideas and offer him some ideas that have worked for you.

Thanks to video conferencing, RIAs have a much broader array of hiring options to consider.

Now that I'm entering my second week of running my own RIA, it's time to get out there and find clients. While I have prepared many avenues in which to do this, one worked out quite well already.

Following lunch with a prospect, Dave Grant turns to an abundance of tech tools to turn the referral into a client.

When you launch your own RIA everything matters. Even the color pink.

Writing and send a press release sounds like a simple way to hang your shingle as a new RIA, but Dave Grant said the process is more involved than he thought.

Like any good advisor, Dave Grant has some tasks he is happy to handle, and other things he needs to outsource. How do you determine one from the other?

Running your own RIA is difficult, but starting a new business is even more difficult. Dave Grant takes us on his journey.

It took four years of dreaming, and nine months of late nights and hard planning, but now it’s real. Dave Grant is running his own RIA and he's taking us along for the journey.

Planners who specialize and maintain that focus help themselves and their clients.