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Interview with Dave Holaday: Founder, Wealth Design Consultants LLC

Interview with Dave Holaday: Founder, Wealth Design Consultants LLC. Team 1: Blake Holaday, Steve Allelujka, Ian Wathen. Background. Founded Wealth Design Consultants LLC (WDC) in 2005 20 years experience within industry, prior to starting WDC

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Interview with Dave Holaday: Founder, Wealth Design Consultants LLC

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  1. Interview with Dave Holaday:Founder, Wealth Design Consultants LLC Team 1: Blake Holaday, Steve Allelujka, Ian Wathen

  2. Background • Founded Wealth Design Consultants LLC (WDC) in 2005 • 20 years experience within industry, prior to starting WDC • Identified un-served/under-served market of high net worth individuals ($20 million+, net worth) • Had the support and encouragement of former employer when beginning the business

  3. What we learned from Dave • Know where your money will come from • If AT ALL possible have some contracts set up before you even start • Be THE expert in your field/business, then hire on help as revenue allows • Avoid losing control of your business to investors • START SMALL!! If possible, put just your own money at risk and LEARN. • “Anyone can be successful in business, if they can just stay in business long enough to make enough mistakes.”

  4. Conclusion • Persistence, Continue the Vision, and ENJOY “Enjoy the skiing in Colorado!”

  5. QUESTIONS??

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