Wealth Think

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

There are plenty of myths about women and money and it's important to bust these myths wide open. But people also have misconceptions about men and money. Here are just a few.

There are key differences between hybrid advisors and dually registered advisors -- but even some industry veterans don't seem to understand it.

The search for yield has been a persistent and vexing challenge for anyone charged with managing money. But what are the options?

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.

After a study found 53% of advisors intended to boost their allocation to U.S. equities, Denver-area CFP James Osborne took to Twitter to respond.

Setting realistic expectations for clients up-front is crucial to the relationship and can help you bring in new business.

If clients look at their access to you as one of the most valuable aspects of working with your firm, how much value is left in the firm when you leave and how will you ever have enough time? This is the “access to principals” paradox, says referral expert Steve Wershing.

"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.