The First Year

Many advisors dream of leaving their job and starting their own practice. But what goes into running a practice, and what should be expected after a new launch? 


Read how Dave Grant prepped for the opening of his practice, Finance for Teachers, what he did (right and wrong) throughout the first year, and how the first year has now shaped his efforts. You’ll find stories and information on marketing, technology, on-boarding clients, and networking with other professionals. You’ll also learn how emotionally draining it can be, and determine if this is the right path for you. Read about the problems that almost drove Dave to nearly close his practice and go back to a large company, but instead he kept on building. 


While some of the diary entries will be humorous and inspirational, others will provide in-depth accounts of technology that works in a small practice environment. You’ll also learn what marketing efforts can provide the greatest influx of clients. Take these lessons with you as you launch and grow your company, and avoid some of the hurdles Dave has had to jump over.