Today, we’re going in-depth with Steve Tenney. After a 30-year career as a leader in wealth management, including as Founder and CEO at $700MM RIA Great Diamond Partners, Steve launched Grandview & Co to be the coach to RIAs that he wished he had.
In this episode you’ll learn:
Timestamps:
00:00 - Introduction
01:37 - How Steve Turned Dyslexia Into a Superpower
04:12 - The Conversation With His Father That Led Steve Into Wealth Management
07:08 - Career Beginnings—Cold Calling the White Pages and Winning Clients
10:31 - The Moment Steve Went Independent and Started His Own Firm
13:36 - The Biggest Mistakes Steve Made (So You Don’t Have To)
17:03 - What Steve Looks for When Hiring Talent
20:20 - The Family Story Behind Grandview
23:14 - Becoming the Coach He Wishes He Had Over His 30-Year Career
26:57 - Steve’s Leadership Philosophy
30:07 - Work Ethic Rapid Fire Questions
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Find out more about Steve and Grandview & Co (https://www.grandviewandco.com/)
Connect with Steve on LinkedIn (https://www.linkedin.com/in/steventenney/)