David Grau Sr.

speaker

861 appearances 2 recordings 1 series first heard Feb 2026 last heard 19 Feb

David Grau Sr.’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Feb 2026 with 2.

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So I had to do it.

But lo and behold, I kind of stumbled into a consulting business where I worked with independent financial advisors.

Think, you know, the advisors under Charles Schwab, Fidelity, TD Ameritrade or, you know, Ameriprise.

But I started working with them and really enjoyed

the work and obviously my securities law background, you know, parlayed into a really good meeting of the minds.

And so what I did is I started a consulting business.

You know, when we opened it in the late 1990s, I thought of it as eHarmony for financial advisors.

You know, we were going to be the company that matched them up using this newfangled thing called the Internet.

And

And that worked well enough.

But I liked the consulting.

I came to love teaching.

And so during that career, I got up on stage a thousand times.

I actually tracked them.

And I got to teach what it was I did to the people in that audience.

And most of the people I talked to

they were sole proprietors too.

And if they weren't, they thought like sole proprietors.

And so what I did is I learned how to help them think long term.

So why build a business that dies with you?

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