I recently started working with a family with a strong Pakistani heritage. They are both doctors and have a great combined income. However, as we started discussing how their plan would be designed, it become clear to me that my whole education and experience was going to be turned on its head. Here’s what I learned.

Dave Grant
Posted by
March 18, 2015
Find more posts like this in: Client Engagement

It seemed like a no brainer to me – we were going to work together.

But it wasn’t to be. They told me “No”, went off to use a robo-advisor for investment advice, and didn’t retain an advisor to answer their other questions.

And that’s ok.

Dave Grant
Posted by
March 4, 2015
Find more posts like this in: Practice Management

If you read last month’s post about creating automatic emails to your prospects, you’ll have noticed I glossed over how to get these prospects onto your mailing list in order to receive those emails. Let’s discuss that today.

Dave Grant
Posted by
February 18, 2015
Find more posts like this in: Client Engagement, Practice Management

For financial advisors who manage their own Wordpress website, the plugins that are available can significantly improve the look and functionality of your site. But what one’s should you use?

Here’s the top 5 that I’m using right now, having reviewed and used many since launching my site.

Dave Grant
Posted by
February 4, 2015
Find more posts like this in: Practice Management

Do people visit your website and then leave? Is it completely up to them to come back, learn more and then contact you to learn more about working with you?

Why are you making it so hard for yourself?

Dave Grant
Posted by
January 20, 2015
Find more posts like this in: Practice Management

Whatever happened to the good-ol’ days when an advisor would leave their office, go visit with someone and talk about their finances and life. They would share an afternoon with them, talk about their hopes and dreams over a pot of tea and connect with another human being in a casual environment.

Dave Grant
Posted by
January 7, 2015
Find more posts like this in: Client Engagement, Practice Management

I sounded terrible!

At some points, I sounded bored or didn’t really understand what I was talking about. There were several times where I kept talking to make a point, when I could have finished 30 seconds earlier. Even I was getting annoyed at myself listening to the playback.

…What do you sound like?

Dave Grant
Posted by
December 29, 2014

Harry David pears, endless flavors of popcorn, Lindt chocolate truffles – the list of waist bulging items was almost endless. We often send various seasonal gifts to clients, whether it was cards or other assorted items. But what if gift-giving went a step further? What if your gifts could impact more than just your clients and helped the community?

Dave Grant
Posted by
December 12, 2014
Find more posts like this in: Client Engagement, Practice Management

Last week’s marketing session addressed a big, overwhelming challenge: “We’re throwing content out there, but not getting any response back. We’re getting ‘Likes’ on Facebook… but we have ZERO engagement with those people. I feel like our strategy right now is throwing content out there, but not knowing what to do…”

Carolyn McRae
Posted by
November 11, 2014
Find more posts like this in: Opinion, Practice Management

You’re looking for a way to better your business, and improve your relationship with your existing clients. If you want a tried and true way to improve client engagement? Let the clients be your guide.

Posted by
November 6, 2014
Find more posts like this in: Client Engagement, Practice Management