Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
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The Story that is Dave Grant: Act 2
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Manage episode 271213583 series 2444261
Content provided by Financial Planning Association. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Association or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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! “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 NexGen NAPFA Genesis 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 Our first episode with Dave: Episode 9 – Listener Letter “Feeling Stuck”
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continue reading
289 episodes
MP3•Episode home
Manage episode 271213583 series 2444261
Content provided by Financial Planning Association. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Association or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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! “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 NexGen NAPFA Genesis 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 Our first episode with Dave: Episode 9 – Listener Letter “Feeling Stuck”
…
continue reading
289 episodes
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