MENTAL HEALTH AWARENESS OF FELLOW FINANCIAL ADVISORS: The DailyFA 043

As a financial advisor and a business owner, I believe it's important to be cognizant of the importance of mental health - both your own and the mental health of your colleagues! Today I want to go over how to approach mental health conversations, and how to be mindful of everyone's mental health journey in the advisor community.



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Dave Grant is a Certified Financial Planner (CFP) professional, a NAPFA Registered Financial Advisor and has been providing fee-only financial advice to clients since 2007. He is the owner of Retirement Matters, Inc. Dave works with affluent clients from around the country in building, spending and preserving their wealth. He also partners with other business owners to provide auxiliary services to financial advisors – from high-end marketing services to bold apparel for advisors.



Dave is an internationally known financial planner specializing in how younger financial planners can excel in their career. He writes a column for Financial Planning magazine, consults with financial planning technology companies, and has earned various awards for this work.



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