Steve Gresham
Wealth Management Executive and Whealthtech Investor
Featured Topics
Fee Range
$12,500
Steve Gresham
Featured Keynote Programs
Where Have All the Humans Gone? The Future for Financial Advisors in a Digital World
The future of financial advice and wealth management is a blend of digital and human capabilities which must deliver better client solutions with less friction between advisors and their clients. But where to start? Financial advice requires the support of many components blended in an eco-system of seamless delivery. Make the complex simple. But how do we know where best to invest more?
In this session, we will deconstruct “wealth management” into its Ten Essential Elements and propose strategies for managing the eco-system and prioritizing investment. The content and perspective can be customized to align with the audience of company leaders, financial advisors or wholesalers.
Digital Moneyball
The Seven Habits of Effective Digital Leaders
The future of financial advice and wealth management is a blend of digital and human capabilities which must deliver better client solutions with less friction between advisors and their clients. But not all leaders are familiar with the new resources and their organizations may be slow to adopt technology. Hear how the most successful executives are making a difference.
Catching 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.