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Dave Grant

Dave Grant
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Good Audience

Lost a great client? How to respond like a pro

In the course of one’s practice, every advisor will find themselves in a tough spot. Even the best laid business plans can be disrupted by…

Dec 13, 2017

Lost a great client? How to respond like a pro

Dec 13, 2017

Dave Grant

Aiding clients after disaster: From insurance advice to retirement fund strategies

Mother Nature sometimes has a cruel way of reminding us how much power she has. Even as parts of New Orleans are still recovering from the…

Dec 13, 2017

Aiding clients after disaster: From insurance advice to retirement fund strategies

Dec 13, 2017

Dave Grant

Comeback kid: How I saved my practice

Twelve months ago, I thought my entrepreneurial journey might be over. I was two months away from closing my RIA due to client attrition…

Dec 13, 2017

Comeback kid: How I saved my practice

Dec 13, 2017

Dave Grant

Bouncing back after losing a major client

In the course of one’s practice, all advisors will find themselves in a tough spot at some point.

Dec 13, 2017

Bouncing back after losing a major client

Dec 13, 2017

Dave Grant

How a personal crisis transformed what I ask clients

There’s one crucial question I ask of clients before I start working with them. It often doesn’t take too long to answer, but it can…

Dec 13, 2017

How a personal crisis transformed what I ask clients

Dec 13, 2017

Dave Grant

Why I panicked when my bitcoin investment surged 780%

Bitcoin has been on a wild ride, and it has taken me along with it.

Dec 13, 2017

Why I panicked when my bitcoin investment surged 780%

Dec 13, 2017

Dave Grant

Watch for these 6 key changes in Senate’s tax bill

As the House and Senate negotiate over the newly proposed tax bill before the winter break, it remains unseen as to whether this bill will…

Dec 13, 2017

Dec 13, 2017

Dave Grant

How to develop more confidence as a planner

A lack of confidence isn’t limited to the first few years in the business — even the most seasoned professionals occasionally get the wind…

Dec 12, 2017

How to develop more confidence as a planner

Dec 12, 2017

Dave Grant

An often overlooked potential successor

Much has been written about succession planning, with the focus of the successor either being another financial planning firm or a younger…

Dec 12, 2017

An often overlooked potential successor

Dec 12, 2017

Dave Grant

Check out these tools for advisor marketing

The speed of technology advancement in the adviser space is blistering.

Dec 12, 2017

Check out these tools for advisor marketing

Dec 12, 2017

Dave Grant

Dave Grant

Industry commentator for financial planners | Columnist for Financial Planning Magazine | Financial Planner for Retirees at Retirement Matters

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