Unlocking Growth as an RIA with Steven Tenney | The Deep Dive | S1 E15 скачать в хорошем качестве

Unlocking Growth as an RIA with Steven Tenney | The Deep Dive | S1 E15

If you're running your own RIA, this episode's guest says only two metrics should matter: Growing your clients' wealth, and increasing the enterprise value of your firm. Steven Tenney is a longtime advisor who is now embarking on a new professional venture as a coach who aims to get the most out of his clients. He and Jay Hummel, host of the Deep Dive, talk about some of the best ways to grow and optimize an RIA firm. Steven Tenney is the founder of Grandview & Co., a consulting firm he created to help RIAs optimize and grow their businesses. It’s a space Steve knows well, having been the founder and CEO of Great Diamond Partners, an RIA based in Portland, Maine. Previously, he spent more than 25 years at UBS Financial Services, ultimately working at a senior portfolio manager. Steve is a graduate of Tufts University and resides in Maine. 00:00 Introduction 00:30 Steve's Path in the Business 1:23 How an RIA Owner Can Maximize Enterprise Value 6:08 How to Train Team Members Effectively 10:34 What's On the Industry Horizon? Unlocking Growth as an RIA with Steven Tenney