Thanks 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!
The First Year: The Diary of a New RIA Owner
The Miracle Morning: The Not-So-Obvious Secret Guaranteed to Transform Your Life (Before 8AM)
The Miracle Morning for Entrepreneurs: Elevate Your SELF to Elevate Your BUSINESS