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The Next Frontier

May 15, 2019

If you’re only talking to clients about investments, then you’re missing the issues that are actually top of mind, and for financial advisors’ biggest client base those issues are related to aging. In this episode, industry veteran Steve Gresham and host Bill Coppel — Managing Director and Chief Client Growth Officer at First Clearing —continue their conversation around the need to tackle what can sometimes be uncomfortable topics.

In this episode, you’ll hear:

  • Why longevity planning matters
  • How advisors are adopting incremental services that are resonating with Baby Boomers
  • Why true customer centricity is an act of extreme humility

 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