The Backstory and the Numbers
b'Dave Grant returns for another episode\\u2026 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. \\xa0Today we\\u2019ll dive into his backstory and \\u201cthe numbers\\u201d so I hope you enjoy the episode.\\xa0We had a really good discussion and had to break it into two episodes. There was so much good stuff that we\\xa0didn\\u2019t want to leave anything out.\\nIf \\u201cownership\\u201d is something you\\u2019ve grown tired of or it\\u2019s something\\xa0you\\u2019re tired of wanting\\u2026 don\\u2019t miss this episode!\\n\\n\\u201cI was very much on cloud nine\\xa0at that point and it gradually\\xa0got down to cloud three\\xa0and cloud minus nine. It did not stay up there. Client acquisition\\xa0was hard. I was still trying to get my foot in the door of this niche\\u2026. I knew the market was there and I knew they needed help.\\u201d\\n\\xa0\\nThe First Year: The Diary of a New RIA Owner\\nFPA NexGen\\nNAPFA Genesis\\nOur previous episode with Dave:\\nEpisode 9 \\u2013 Listener Letter \\u201cFeeling Stuck\\u201d'