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.

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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.

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Our Team:

President of Model FA, David DeCelle

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