Dave Grant

Why it's OK to Lose Business to a Robo-Advisor

Why it’s OK to Lose Business to a Robo-Advisor

robot-handshakeIn the summer of 2013, I fielded a prospect call from a teacher and her husband. They were in their mid-30s, cleaning up some outstanding issues in their financial situation and ready to start planning for their future. They were well educated (both having Master’s degrees), had a solid combined income, and were well versed on financial matters.…

Find Your Next 10 Clients Without Trying

Find Your Next 10 Clients Without Trying

freeIf 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.

For discussion’s sake, let’s say you are going to be offering your prospect a guidebook outlining some of your advice on a financial topic.…

5 Wordpress Plugins Your Site is Missing

5 WordPress Plugins Your Site is Missing

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.

Akismet

Every website with a blog that allows comments, should have a spam comment blocker.…

How Automation Can Win New Clients

How Automation Can Win New Clients

automationSo the phrase “Content is King” rings true for many industries looking to attract customers.

It’s the same with financial advisors.

Showcasing your knowledge and personality goes a long way to winning over prospective clients. But you could be playing the game all wrong.

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?…

Is it Time to Bring Back the Home Visit?

Is it Time to Bring Back the Home Visit?

Screen Shot 2015-01-07 at 9.07.40 AMIs it just me, or is the whole “online financial planning” and “robo-advisor” angle getting a little old? It’s still a new approach, but it’s been written about and reported on ad nauseum. But let’s be honest, many clients won’t need or use it.

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.…

Shake up the Holiday Gifts

Shake up the Holiday Gifts

ribbonhand1When I was an employee of a larger firm, this was my favorite time of year. Vendors who we worked with, or were vying for our business, would send overflowing baskets of holiday treats to show their gratitude.

Harry David pears, endless flavors of popcorn, Lindt chocolate truffles – the list of waist bulging items was almost endless.…

How I Turbocharged Engagement w/ My Website Viewers - One advisor's success story

How I Turbocharged Engagement w/ My Website Viewers – One advisor’s success story

I could sense she was crying. But I didn’t know her name, what she looked like, and we’d only been talking for 20 minutes.

Let me back up for a second.

For the past 18 months, I’ve been running my niche-RIA, Finance for Teachers. During those first 12 months, I have heavily researched marketing techniques, and found that curating and promoting content for my blog is something that fits my style.…

Video for Beginners: There's No Need To Feel Intimidated, Starting Now

Video for Beginners: There’s No Need To Feel Intimidated, Starting Now

“I don’t think video is important for my business,” said no one ever.

Video is on the rise. More than 1 billion people visit YouTube every month and watch over 6 billion hours of video (Source). That’s right, we’re talking BILLIONS… In fact, YouTube is now considered a ‘search engine’ due to the sheer amount of content it holds.…