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.
Steve Gresham
Wealth Management Executive and Whealthtech Investor
Featured Topics
Fee Range
$12,500Travels From
New York, NY, US
Steve Gresham
Biography
Steve Gresham is a longtime consultant, executive and investor in the wealth management industry. During his 38 year career he has led several successful transformations, most recently as Executive Vice President and Head of the Private Client Group at Fidelity Investments, serving more than 9 million families with $1.6 trillion of assets. During his tenure, the Private Client Group more than doubled in size and the client satisfaction score rose from 8 to 63. He joined Fidelity in October 2008 after seven years helping to lead the turnaround of The Phoenix Companies and its successful asset management spinoff, Virtus Investment Partners (NYSE -VRTS).
Successful transformation requires innovation and leadership. Steve received a 2015 Telly Award for innovation in financial services marketing, was recognized with the 2013 Pioneer Award for lifetime industry contributions from the Money Management Institute and was named Mutual Fund Marketer of the Year in March 2006 by Institutional Investor/Fund Action. He has led successful efforts as an executive or consultant at Merrill Lynch Private Wealth International, the Smith Barney Consulting Group, The Citigroup Private Bank, The Charles Schwab Company, Merrill Lynch Canada, the AGF Funds and AIM. He was co-chair of the Private Client Services Committee at the Securities Industry and Financial Markets Association and was a longtime director of The Money Management Institute.
Steve's thought leadership includes eight years as adjunct lecturer in international and public affairs at the Taubman Center for Public Policy at Brown University and as co-chair of Brown's "As America Ages" initiative. He has appeared on CNN, PBS, USA Network and Bloomberg Radio and Television. He has published more than 100 articles about wealth management and has been featured in Business Week, Fortune, Investment News and The New York Times. He is the author of five books about wealth management, including The New Advisor for Life (John Wiley & Sons, 2011).
Mr. Gresham is a graduate of Brown University.
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.
