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The Next Frontier

May 8, 2019

Financial advisors tend to view their clients in a frozen moment of time—treating their needs as static. Industry veteran Steve Gresham believes the biggest challenge facing advisors is staying in touch with clients as their lives change. In this episode, he and host Bill Coppel — Managing Director and Chief Client Growth Officer at First Clearing — discuss how advisors can be proactive in offering a better client experience.

In this episode, you’ll hear:

  • The top reasons clients leave their advisors
  • Why advisors should consider adding an incremental service
  • How empathy helps set the most successful advisors apart

With more than 35 years in the industry, Steve Gresham has been at the forefront of financial services transformation and innovation for decades. He is the author of five books about the wealth management industry and has been featured in Business Week, Fortune, Investment News and The New York Times.


For more about Steve —

Book: The New Advisor for Life