David Grau

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  High Flyin’: Revisiting the Hybrid Model With HighTower

  By Bob Clark, AdvisorOne  |  February 25, 2013

  A few years ago, I did some publishing consulting work for Elliot Weissbluth, the CEO of HighTower Advisors in Chicago.

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  Advisors’ Top Business Worries: What You’d Expect, but…

  By James J. Green, AdvisorOne  |  May 24, 2012

  Latest TD Ameritrade survey shows RIAs fretting over economy, markets and compliance, but they also lean on other advisors for help on people issues.

• What’s in a Plan?

  By Bob Clark, AdvisorOne  |  December 28, 2011

  “In our view, transitioning control and management of [advisory] firms from founding owners to a new generation will prove to be the single most challenging issue for advisory firms over the coming decade.”

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  Doing It Right

  By Bob Clark, AdvisorOne  |  July 28, 2011

  David Grau’s been a friend of mine since 2001, when I worked with him and his newly formed FP Transitions for a few years to brand their expertise in helping independent advisors realize the value in their practices.

• Demystifying Referrals

  By Ray Sclafani  |  April 1, 2010

  Advisors' desire to grow their businesses has never been greater. From peak to trough, advisors saw assets and revenues decline 20% to 40% during the...

• Measure Twice, Sell Once

  By Bob Clark, AdvisorOne, Bob Clark, AdvisorOne  |  November 1, 2008

  By Brad Buffermann, David Grau, and Bob Clark Down markets are traditionally good for independent advisory practices. Many firms get a flood of new clients deserting...

• Swimming With The Sharks

  By Bob Clark, AdvisorOne, Bob Clark, AdvisorOne  |  October 1, 2006

  My education on the investment banking acumen of financial planners came at the old IAFP. Early in 1990, the IAFP Board decided to sell Financial...

• A Voice in the Wilderness

  By Mark Tibergien  |  October 1, 2004

  At a broker/dealer-sponsored conference where I recently spoke, a long-time financial advisor approached me for a private talk. "I have two things to say to...