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David Grau Sr.

๐Ÿ‘ค Speaker
861 total appearances

Appearances Over Time

Podcast Appearances

Escaping the Drift with John Gafford
Building a Business That Outlasts You (David Grau Sr.)

So I had to do it.

Escaping the Drift with John Gafford
Building a Business That Outlasts You (David Grau Sr.)

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

Escaping the Drift with John Gafford
Building a Business That Outlasts You (David Grau Sr.)

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

Escaping the Drift with John Gafford
Building a Business That Outlasts You (David Grau Sr.)

But I started working with them and really enjoyed

Escaping the Drift with John Gafford
Building a Business That Outlasts You (David Grau Sr.)

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

Escaping the Drift with John Gafford
Building a Business That Outlasts You (David Grau Sr.)

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

Escaping the Drift with John Gafford
Building a Business That Outlasts You (David Grau Sr.)

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

Escaping the Drift with John Gafford
Building a Business That Outlasts You (David Grau Sr.)

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

Escaping the Drift with John Gafford
Building a Business That Outlasts You (David Grau Sr.)

And

Escaping the Drift with John Gafford
Building a Business That Outlasts You (David Grau Sr.)

And that worked well enough.

Escaping the Drift with John Gafford
Building a Business That Outlasts You (David Grau Sr.)

But I liked the consulting.

Escaping the Drift with John Gafford
Building a Business That Outlasts You (David Grau Sr.)

I came to love teaching.

Escaping the Drift with John Gafford
Building a Business That Outlasts You (David Grau Sr.)

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

Escaping the Drift with John Gafford
Building a Business That Outlasts You (David Grau Sr.)

I actually tracked them.

Escaping the Drift with John Gafford
Building a Business That Outlasts You (David Grau Sr.)

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

Escaping the Drift with John Gafford
Building a Business That Outlasts You (David Grau Sr.)

And most of the people I talked to

Escaping the Drift with John Gafford
Building a Business That Outlasts You (David Grau Sr.)

they were sole proprietors too.

Escaping the Drift with John Gafford
Building a Business That Outlasts You (David Grau Sr.)

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

Escaping the Drift with John Gafford
Building a Business That Outlasts You (David Grau Sr.)

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

Escaping the Drift with John Gafford
Building a Business That Outlasts You (David Grau Sr.)

So why build a business that dies with you?