Updated Wednesday, August 27, 2014 as of 8:52 AM ET

Perils & Pleasures of Working From Home: An RIA Tells All

After years at a larger firm, Dave Grant launched his own financial planning business, Finance for Teachers, in Cary, Ill. Follow his high's and lows of starting his own RIA in his bi-weekly blog, The New Generation's Practice. Click here for more of his posts.

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Comments (3)
Leave your bedroom, Dave. I have a home office that was once a bedroom. I can close the door and shut out all the distractions. The family knows, when I havet he door closed, not to interrupt unless it is an emergency. I had a challenge with clutter for a while, but have gotten it under control by converting a closet into a supply closet. You have to feel like you have "gone to work". You just have the benefit of going to work in your PJs if you don't want to get dressed first.
Posted by Anita R | Friday, June 28 2013 at 2:58PM ET
RescueTime is a terrific resource. I like the weekly report that summarizes how many hours I have worked and how "productive" I have been as well as a comparison to the previous week. I also like making task lists which are a great place to track how long certain tasks take. Good outsourcing and accountability technique of having the intern log and create your policies and procedures. I bet join.me would enable you to record some of your tasks with video and voice that could be helpful to when you hire a full-time employee.
Posted by Julie A | Friday, June 28 2013 at 6:37PM ET
Anita - thank you for your comments. The bedroom setting is a blessing and a curse. But with a big window to look out of, I can enjoy the view and see my son playing - a good reminder of why I made this move in the first place. I have done freelance work from home before so find the switch a little easier than I thought, but to switch off at the end of the day is hard.
Posted by Dave G | Monday, July 01 2013 at 5:22PM ET
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