RIA COACHING
Be Untethered
The constraints tighten. Support diminishes. The red tape thickens. The frustrations mount. And your vision for serving clients keeps getting buried in bureaucracy.
Today's advisors need more than just permission to succeed. They need freedom to innovate. Authority to act. Power to build something meaningful.
But breaking free doesn't mean going it alone.
At Grandview & Co, we help successful advisors escape the limitations of broker dealers and transition to the freedom of an RIA. With over 30 years as an advisor and owner, including launching a successful RIA, I help eliminate uncertainty and accelerate your path to independence. Whether you're looking to start your own firm or join an existing RIA, I'll work with you to define a clear vision for your future and bring it to life-on your terms.
Freedom to serve clients your way. Authority to build your vision. Power to drive results.
Treat Your Book like a Business
Move from a practice mindset to a business owner mindset to improve your team's results whether you ultimately go independent or not.
Gain a Proven Blueprint
Eliminate the unknowns and unwanted surprises with a proven playbook based on my own experience transitioning a $500M team to independence.
Architect Your Ideal Future
No two transitions or firms are the same. I help you define your vivid vision and offer unbiased advice as you explore the options to bring it to life.
Accelerate Your Transition
Turn experience into advantage.
Access battle-tested strategies and deep industry connections to speed your journey to independence.
"Steve truly understands your situation, actively listens and then makes a recommendation based on your specific obiectives. He does not offer cookie cutter solutions." - Richard N. Hart III, Principal -
Cardigan Partners
Your Path to Independence
My goal is to help you understand where you are, where you want to go, and the best path to get there.
Discovery Phase (6 Months)
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A comprehensive review of current practice, client base, & operational needs
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Strategic readiness assessment to determine timing and best fit
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Co-creating a detailed, step-by-step transition plan, including timelines, milestones and key actions to ensure a smooth transition
Create & Launch
(9 Months)
Build your ideal firm from the ground up
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Articulate your firm's unique value and key area of focus
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Develop client retention & communication strategies
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Connect with the appropriate platform and transition resources
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Receive ongoing support and mentorship for both short-term needs and long-term strategy
Select & Join
(3 Months)
Find your ideal
RIA partner.
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Define the right fit and success criteria
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Partner with targeted resources
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Solicit and evaluate targeted resources, firms and opportunities
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Execute smooth transition for yourself and your clients