The Backstory and the Numbers - a podcast by Financial Planning Association

Dave 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!

“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
FPA NexGen
NAPFA Genesis
Our previous episode with Dave:
Episode 9 – Listener Letter “Feeling Stuck”

 

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