Building a Practice vs Building Yourself a Job, with Dave Grant

Maximum Advisor

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On this episode of Maximum Advisor, Chip is joined by Dave Grant, financial advisor columnist and founder of Retirement Matters. Dave shares how he accidentally found himself in the world of financial planning and how he overcame various obstacles that led him to create his company.

Dave begins this episode by sharing with listeners how his services started out heavily geared toward Illinois based teachers and slowly grew his clientele with a focus on retirement planning. Dave states, “I rebranded and then became more of a retirement income specialist. And then three years after that, this is where we sit today.”

Chip describes a recent article written by Dave where he details how at 37 years old, he is considered semi-retired. Dave clarifies that while he is still heavily involved with his clients, he has been able to tailor his business around his life, and not the other way around. “I was really trying to understand, how do I want to build a practice that supports my life versus building a job?”

Dave continues to explain why he hasn’t taken on more clients and how some financial advisors question his decision. “Some of them are like, you're crazy. Why would you not want to earn more money? Like, well, that's you, that’s fine. If you want to earn more money, that's great. Just realizing what you may be giving up for it.” Dave points out, “it's more important to have the time than the dollars.”

Chip and Dave end the segment by discussing the importance of advisors being able to identify their weaknesses. Dave closes by encouraging listeners, “You got to focus on your weaknesses, that is going to help you grow in the future.”

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42 episodes

#Trading #Entrepreneur #Business #Chip Munn