Steve Gresham
Steve Gresham is a leader in understanding trends facing the wealth management industry. Steve is the Chief Executive Officer of The Execution Project, which provides engaging content and executive consulting services to help firms and their advisors meet the needs of the retiring age wave. He is also the managing partner of the premier executive community in the financial services industry, Next Chapter, and acts as a senior educational advisor to the Alliance for Lifetime Income. Learn more here .
Articles by Steve Gresham
- Business Growth
The Four Flows That Define Your Firm’s Future-and How to Turn the Tide
The wealth management industry is at a crossroads. Record M&A activity and high valuations may suggest robust health ...
- Retirement & Income Planning
CEO Innovation Spotlight: Michael Liersch, Head of Advice & Planning, Wells Fargo
Share what it took to build first-of-their-kind tech tools and platforms and how he and his team overcame obstacles to do very new things.
- Retirement & Income Planning
CEO Innovation Spotlight: Reed Colley, CEO, Summit Wealth Systems
Learned about the Gorilla glue and duct tape advisors use to manage their technology stacks. #leadership #advisors #finserv
- Retirement & Income Planning
The Retirement Wake-Up Call is Here
Most of these retirees will run out of money, have significant health issues, and become unable to manage the care they need. #retirement
- Retirement & Income Planning
Your Retirement Needs an Eco-System
Effective and reliable solutions are the common objective of clients and financial pros, but there are a lot of moving parts to accommodate. #retirement