The NEW Advisor for Life with Steve Gresham

When you have been in a position of overseeing 9 million families and over $1.6 trillion in assets, I believe we would agree that someone has some unique perspective.

Few people can look at the wealth management industry from 40,000 feet. Can you see the trends and more importantly, can you challenge and guide advisors on what they need to do to compete at new levels going forward. Steve Gresham, president and founder of The Gresham Company and The Execution Project is in rarified air.

Listen in to Steve’s questions and his perspectives on “the security stool.” Hear what he has to say about yours and your clients’ NEXT CHAPTER. Highly advised to get your note pad by your side. You will want to capture Steve’s thoughts and bring them back to your companies, your teams and more importantly, start to incorporate them into your client conversations.