The New Advisor For Life
Become the indispensable financial advisor
to clients and their families
The future of wealth management is the ability to support the historic age wave of retiring Americans and their families.
The New Advisor for Life provides best practices captured from top advisors worldwide to guide wealth advisors on how to improve the client experience utilizing key solutions to be successful – solutions that increasingly include credit, protection, security and protected lifetime income. The historic age wave is driving equally historic money in motion from wealth transfer, retirement plan distributions and rollovers as well as home equity. The New Advisor for Life will earn those rewards.
“A good coach can help every 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”
– Mike Krzyzewski, Head Coach, Duke University Basketball and USA Basketball, 2010 Men’s National Team
Welcome the Retirement Income Advisor, the Antidote to a Bear Market