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Dave Grant, CFP® A's for Q's of transitioning financial advisors
Greater Chicago Area
Consultant to financial advisory industry, executive benefits specialist
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5
Calls |
3
Reviews |
Start-ups
New Business Development
Financial Planning
Strategic Financial Planning
Financial Advisory
Niche Marketing
Member since August 2013
- Reviews 3
PT
Dave was on time and professional. Dave took time to fully understand our situation and offer thoughtful, practical instruction on our next steps.
Source: Clarity Philip Taylor Oct 17, 2014MB
Dave has a deep understanding of the financial planning industry and was incredibly generous in answering all of my questions. He gave me strong advice that I could use right away.
Source: Clarity Matt Becker, CFP® Nov 21, 2013CB
Dave was a pleasure to speak with; he was generous with his insights and sharing his experience.
Source: Clarity Charlene Brown MD, MPH, FACPM Oct 28, 2013
Start-ups
New Business Development
Financial Planning
Strategic Financial Planning
Financial Advisory
Niche Marketing
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