The Story that is Dave Grant: Act 2

Dave GrantThanks for joining us for part 2 of my interview with Dave Grant from Retirement Matters. Once again, Dave’s willingness to open up and honestly share his experiences as an RIA owner is a breath of fresh air to young planners striving to carve out their place in the profession. As planners we should build honest, real, and refreshing relationships with our clients and very few “success stories” are as honest, real, and refreshing as Dave’s.

Today we pick the interview right where we left off and if you enjoy these episodes be sure to check out Dave Grant’s writing in Financial Planning Magazine and his book!

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“One of the things I’ve learned over the last 18 months is… I have to be very self aware with things that I’m doing. And I continually have to check myself. To say is what I’m doing now, and what it’s going to be… is this something that’s a strength of mine? And should I be focusing on it?”

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Part One:

The Backstory and the Numbers

Our first episode with Dave:

Episode 9 – Listener Letter “Feeling Stuck”

The Backstory and the Numbers

Dave GrantDave Grant returns for another episode… or two? Dave is one of my good friends and founder of Retirement Matters. One of the things I most appreciate about Dave is his willingness to open up and share all sides of his experience as an RIA owner.  Today we’ll dive into his backstory and “the numbers” so I hope you enjoy the episode. We had a really good discussion and had to break it into two episodes. There was so much good stuff that we didn’t want to leave anything out.

If “ownership” is something you’ve grown tired of or it’s something you’re tired of wanting… don’t miss this episode!

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“I was very much on cloud nine at that point and it gradually got down to cloud three and cloud minus nine. It did not stay up there. Client acquisition was hard. I was still trying to get my foot in the door of this niche…. I knew the market was there and I knew they needed help.”

 

The First Year: The Diary of a New RIA Owner

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Part Two:

The Story that is Dave Grant: Act 2

 

Our previous episode with Dave:

Episode 9 – Listener Letter “Feeling Stuck”

 

Episode 22 – Networking

Lynn McIntireToday we have another recorded #YAFPNW meetup with Lynn McIntire from Cadent Capital. Our topic this meeting was Networking. Networking is one of the most advantageous skills to learn, both from a personal and professional standpoint. I can tell you from personal experience, it has been one of the things that has propelled my career the furthest.

I hope you enjoy this episode and would love to hear any feedback or ideas for future meetups!

We would like to thank The Milestone Group here in Dallas hosting us again!

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 “There’s a lot of value in cheering your peers on… and I don’t think we do that enough.”

 

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