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Creating Customized Career Tracks. Dave Grant, CFP® Founder, Fee Only Consulting. Who am I?. Certified Financial Planner TM certificant Over six years of experience in the Fee-Only profession Run RIA “Finance for Teachers” and consulting firm “Fee Only Consulting”

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creating customized career tracks

Creating Customized Career Tracks

Dave Grant, CFP®

Founder, Fee Only Consulting

who am i
Who am I?

Certified Financial Planner TM certificant

Over six years of experience in the

Fee-Only profession

Run RIA “Finance for Teachers” and consulting firm “Fee Only Consulting”

Financial Planning magazine : Columnist and blogger

Founded NAPFA Genesis: a group of 150 NAFPA members under 33

what is the problem
What is the problem?

Advisors have diverse educational backgrounds

“How can I train a compliance officer?”

Succession plans are limited without

knowledge of staff

Do you know the top talents

of each of your team members?

what is happening now 1
What is happening now? (1)

Development plans don’t exist

“Accidental development”

Skills development in areas of non-interest

what is happening now 2
What is happening now? (2)

Isolated development, no team-element

Company-focused development

Another scenario: “Reactive” Development

Leads to:

- Frustration

- Ill-equipped and under-trained staff

- Skills at odds with firm needs

what is the solution
What is the solution?

Defined company vision

Custom tracks for all staff (3-5 years)

Tracks should incorporate company and individual goals

Through discovery, tracks

should be designed to

compliment current skills

and strengths

what difference will a career track make
What difference will a career track make?

Supported strategic plans

Increased morale

Increased staff retention

Detailed and specific succession plans

Manager: What if I put a lot of time, effort and money into developing my team and they leave?

Coach: What happens if you don’t and they stay?

how do i make a career track
How do I make a career track?

Understand your team member

Understand your strategic plan

Outline which skills need


Provide resources for assistance

Split the track into various sub-sections: Basic work habits; Relationships with colleagues; Relationships with clients; Business development; Technical knowledge, etc.

i don t want to make my own what now
I don’t want to make my own, what now?
  • Fee Only Consulting provides three options:
  • - Pre-made plan
  • - Basic plan
  • - Retainer relationship

30% off

keep in touch
Keep in touch



Phone: 224-357-8625

Writing (Print): Financial Planning magazine (column every other month)

Writing (Online): Financial Planning magazine (various posts per month)