Dave Grant

Dave Grant is a CFP® professional and runs Retirement Matters, Inc., a fee-only financial planning firm in Barrington, Illinois.

Articles by Dave Grant

Streamlining Lead Generation for More Qualified Prospective Clients

Streamlining Lead Generation for More Qualified Prospective Clients

The founder of Retirement Matters, Inc., Dave Grant, CFP®, shares his finely tuned process for generating leads. Thanks in part to this setup, 95% of his initial consultation calls are with qualified potential clients. 95%! Learn how to replicate his success.

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