Summary: The past couple of years have been the hardest of my life. My three-year-old solo-RIA almost ground to a halt through client attrition, and only with a complete rebrand with lots of help from fellow advisers and a CPA, is it starting to come back to life. I’ve questioned whether I can effectively run a business and if my emotions, finances and marriage can withstand the struggles of trying to build one.
 Trying to become more self-aware has caused me to look at parts of my life that made no sense and parts that I didn’t like, both personally and professionally. In looking at these things, I hope I can grow and become a better man and business owner. I’d challenge you to examine yourself to see how you can improve."Dave Grant is a Financial Planning columnist and founder, Retirement Matters |
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