Premiere Speakers Bureau

Reviews

?A good coach can help even the best players reach their potential. As a financial advisor, you coach successful families to tackle life?s challenges and achieve their goals. Steve Gresham can help ? he has the tactics to help you build a winning team?

Mike Krzyzewski Duke Basketball

"Steve has established himself as a valuable resource to the financial services industry. His keen insights into the marketing of products and services offered by financial service professionals have made him a sought- after speaker and consultant. I look forward to working with him on an ongoing basis."

Bud Elsea, Director of Education Financial Planning Association

"There is no one in this industry who understands the psychology of the affluent investor better than Steve Gresham. Steve's book will help any financial advisor understand the important protocol of attracting and retaining assets of the affluent investor."

Frank Campanale, President and Chief Executive Officer Consulting Group Salomon Smith Barney

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Books

Speech Topics

Cathing the Retirement Wave: Preparing for Your Practice for the Future

The Baby Boomer generation is heading toward retirement, and the financial needs of these investors are more complex than past generations. Is your firm up to the task of addressing their investment scenarios? In this best practices discussion, Steve Gresham offers tactics to help you prepare for the retirement wave and capture a share of the market. Mr. Gresham, who has more than 25 years of experience working with top financial advisors and financial service providers undergoing significant changes, explains the impact of six critical Baby Boomer retirement trends on key aspects of the advisory practice including investment strategy, staffing, client service and new business development.

Alpha Drivers: A 19 Point Checkup for Your Financial Advisory Practice

Top financial advisors know what services are most valued by their clients. Alpha Drivers identifies three primary forms of advisor added value – Investment Counsel, Wealth Management and Relationship – and reveals specific strategies to deliver that value. Emphasis is on best practices tactics and the use of specific planning tools and practice management tactics. Alpha Drivers has been attended by several thousand financial advisors in the US, Canada and Europe, and was included in the annual top advisor conferences sponsored by Smith Barney, Merrill Lynch, Schwab Institutional, and National Financial.

Advisor for Life: The Four Factors Changing Financial Advice Forever

The historic age wave of baby boomers has created unprecedented opportunity for the financial advice industry, but there are breaks in the wave! The oldest boomers are proving quite different in their needs and concerns than the later stage or "trail edge" families. What are the implications to financial advice firms of this trend, plus three other powerful forces that will determine winners -- and losers -- of the marketplace battle still unfolding.