RIA COACHING
Build the RIA
you envision
The stakes are high. The demands are relentless. The competition is fierce. And your firm's future depends on decisions you need to make today.
Modern RIA's require modern leaders. They must be visionaries and operators. Strategic and tactical. Growth-focused and detail-oriented.
But, what they don't have to be is alone.
At Grandview & Co., I help RIA leaders focus on what matters most: building a thriving business, driving predictable client results, and creating a sustainable future. I start by understanding your current business and vision for the future. Then, I use my expertise and network to help make it a reality.
You don't have time to fix all the issues, because you shouldn't be the one fixing them.
Deep Expertise in Your Corner
Three decades pioneering wealth management as an advisor, executive, and independent owner. Now, I strive to be the coach I wish I had.
Clear Blueprint for Growth
I enable you to focus on what you do best while building systems and processes that enable scale without sacrificing well-being.
Proven Path to Efficiency
My firm grew 40% in five years with a third fewer staff than typical at
$650M AUM. We did it not by working harder, but by working smarter & leveraging proven entrepreneurial frameworks.
Force Multiplier Network
Tap into decades of relationships and proven solutions that turn challenges into opportunities for breakthrough growth.
"Steve doesn't just help you scale- he helps you see what's possible." - Ben Bines, Director, Network Development, Dynasty Financial Partners
How I Can Help
Every RIA's journey is unique. Before I dive into solutions, I take the time to understand your vision, challenges, and what success looks like for you and your firm. This collaborative approach ensures we build a program that delivers measurable results aligned with your specific goals.
Comprehensive Practice Assessment
Get a clear picture of where your firm stands today and a map of the path forward. My comprehensive assessment pinpoints your biggest opportunities, establishes clear success metrics, and builds a roadmap for growth. You gain immediate clarity on your biggest opportunities and blockers to scale, plus a prioritized action plan to address them.
Executive Coaching & Accountability
Turn my experience into your advantage.
Drawing from decades of hard-won wisdom, a proven playbook, and deep industry connections, these regular one-on-one sessions help you navigate critical decisions faster, avoid expensive mistakes, and accelerate your firm's growth trajectory
"Steve has truly changed the game... His approach goes beyond mere numbers; Steve focuses on fostering genuine connections and providing meaningful, personalized guidance." - Mike Davis, President/ Owner, Industrial Roofing Company