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5 Best Tips for Startup Advisors
By Samantha Allen and Teck Lim


Earlier this year Dave Grant left his job as a financial planner at an established firm and started his own financial planning firm, Finance for Teachers.


This transformation didn't happen overnight, Grant writes. It took me four years to develop this dream, and nine months of long nights and early mornings to make it a reality. After talking about it for such a long time, it seems slightly surreal to be living it.


Grant acknowledges that there have been “hiccups” along the way, but says that five key decisions made his journey easier than he anticipated.


Here are the strategies that helped Grant get started, along with tips from other advisors who have experienced the challenge of starting their own firms.


For the full story, click here.


Images: Thinkstock


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