Private Client 2020:
The Transformation of the Advisor-Client Relationship
Welcome to the Future of Wealth Management
Private Client 2020 summarizes the forces at work changing the industry and helps advisors and their firms prepare for change.
Disruption is on the rise in financial services — with significant opportunities for financial advisors. Fueling the disruption are powerful demographic trends led by aging Baby Boomers and a changing regulatory climate. Disruption is also the fuel for innovation as rising client expectations push higher quality offerings and service standards. Advisors as well are demanding better tools for engaging with clients’ comprehensive needs. The resulting environment is transforming the advisor/client experience with wealth management in the lead.
Private Client 2020 is about understanding disruptive forces and how to harness that understanding to build even more effective advisory services. Transformation over time creates winners and losers, but it first creates opportunity.
Private Client 2020:
The Transformation of the Advisor-Client Relationship
The Client Revolution:
How Wealth Management is Being Transformed by The Clients
Press
It's Time for Leadership, Not Just Innovation
August 27th, 2019
By Steve Gresham
Why a Culture of Compliance is Critical
July 19th, 2019
By Steve Gresham
Bull Market Malaria and Other Advisory Firm Ailments
July 17th, 2019
By Steve Gresham
The World is Flat —and Some People Like it that Way
May 15th, 2019
By Steve Gresham
A Disruptive Force No One is Talking About ...
April 8th, 2019
By Steve Gresham
The Future of Advice is Hiding in Plain Sight
March 28, 2019
By Steve Gresham
Planning Potholes and Banana Peels
February 4th, 2019
By Steve Gresham
Welcome to the (client) Revolution
December 19th, 2018
By Steve Gresham
Your Client has a Car, a Gun — and Alzheimer's
November 26th, 2018
By Steve Gresham
How to Survive the Crash
October 15th, 2018
By Steve Gresham
Bad Things Happen to Good Clients — and Your Response is Critical
September 17th, 2018
By Steve Gresham
Adoption is the New Innovation
August 24th, 2018
By Steve Gresham
More About Death and Taxes
July 6th, 2018
By Steve Gresham
Death and Taxes: A Conversation We Must Have
May 30th, 2018
By Steve Gresham
Bad Things Happen to Good Clients — and Your Response is Critical
September 17th, 2018
By Steve Gresham
Adoption is the New Innovation
August 24th, 2018
By Steve Gresham
More About Death and Taxes
July 6th, 2018
By Steve Gresham
Death and Taxes: A Conversation We Must Have
May 30th, 2018
By Steve Gresham
Advisers and Clients Agree: Life's Better in the Wealth Management Ecosystem
May 15th, 2018
By Steve Gresham
The Transformation of the Adviser-Client Experience
April 23rd, 2018
By Steve Gresham
February 1, 2019
By Steve Gresham
How High-Value Clients Are Revolutionizing Your Business
January 1, 2019
By Steve Gresham
Private Client 2020: The Road Ahead–Capitalizing On Disruption
May 21st, 2018
By Steve Gresham, Andy Davidson and Rohit Mahna
Private Client 2020: The Rise Of Next Generation Financial Advisory
April 26th, 2018
By Steve Gresham, Andy Davidson and Rohit Mahna