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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?”

The First Year: The Diary of a New RIA Owner

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Part One:

The Backstory and the Numbers

Our first episode with Dave:

Episode 9 – Listener Letter “Feeling Stuck”