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Reviews of Steve Gresham

?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

"Steve has been a valued advisor to me and our company. We value his insights and find his candor refreshing. He sees the financial world from a unique perspective -- he knows both the client and the advisor. Financial advisors and industry executives alike can benefit from Steve's insights as they strive to succeed in this ferociously competitive marketplace."

John Philip Coghlan, Vice Chairman Charles Schwab

"Gresham is an expert on today's affluent client. The book is packed with unique insights and actionable advice on how to better serve this complex and growing market by becoming a true wealth manager."

Michael J. Cemo, President AIM Distributors, Inc.

?The Age Wave of retiring baby boomers is creating a ?seismic? bonanza for financial advisors ? IF they can provide the kinds of creative and flexible strategies their clients will be wanting and needing. Steve Gresham provides the solid, imaginative, yet practical guidance needed to build winning strategies to meet the needs of a new generation of investors. I have long respected his work and heartily recommend this book.?

Ken Dychtwald, Ph.D. Age Wave.com