Its the third day of running my RIA. Reflecting back on yesterday, it was a great day as I managed to secure another line of revenue. That brings our household total up to five. Not only does this give us flexibility, but diversity as well. It also gives me a little breathing room as I go about securing clients for
Yesterday was certainly a full day. I worked from 7:30 until 4, spent time with the family, and then from 8 until 9:30. This wasnt your typical "work for 45 minutes and then turn around and talk to a co-worker for 15 minutes," this was "head-down, computer on, phone losing charge, pop-some-Advil-to-get-rid-of-the-headache-and-keep-going" work. Then, I finished the day with a to-do list that will take two more days to complete.
Im not surprised though. I was expecting the work to be hard, but I am determined to not make this a habit.
To break the pattern, I popped in a 70 minute DVD with breakfast this morning after I dropped the boys off at daycare.
I have had her DVD on my desk for the last six months after going through some of her training and have been waiting for some quiet time to watch her in action. She, and her material, helped me prepare for my recent presentation at NAPFA Las Vegas. Even though I have a huge to-do list, it was important for me to go through some self-development and reflection to ensure I am continually getting better at being me.
This morning helped me refocus and made me a little calmer to tackle my day ahead. Ill definitely be doing something like this every week.
Dave Grant, CFP, a Financial Planning columnist, is the founder of Cary, Ill.-based planning firm Finance for Teachers. Hes also the founder of Fee Only Consulting, which focuses on developing the skills of Gen Y planners. In addition, hes the founder of NAPFA Genesis, a networking group for young, fee-only planners.
