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

• 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

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.”

Conclusion

• Persistence, Continue the Vision, and ENJOY

“Enjoy the skiing in Colorado!”

QUESTIONS??