In this episode, we sit down with Steve Tenney, CEO of Grandview and Company, to explore his remarkable journey from Morgan Stanley Asset Management to launching his own RIA and ultimately coaching firm owners. Steve shares lessons from four decades in the industry, including how to standardize processes, delegate wisely, and unlock sustainable growth.

Key Topics Covered:

Steve’s early career path through London, Boston, and New Hampshire
Founding an RIA with Dynasty Financial Partners
Why Steve pivoted from client work to coaching other RIA owners
The real bottlenecks in RIA growth: customization and inefficiency
Delegating with intention and playing to your strengths
Why managing energy is as important as managing time
The mindset shift that helps advisors fall back in love with their work

Whether you’re an RIA owner looking to scale or a solo advisor feeling stretched too thin, this episode offers practical strategies to streamline operations and build a business that runs with (not on) you.

===

Connect with Steve:

Email: steve@grandviewandco.com
Website: https://grandviewandco.com
LinkedIn: https://www.linkedin.com/in/steventenney/

About the Model FA Podcast

The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.

Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered.

Our Team:

President of Model FA, David DeCelle

If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.

142 Ramsay Taum: Hoponopono, Hawaiian wisdom, and finding inner harmony