© 2019, The Gresham Company, LLC

Books

Steve Gresham is prominent in the media, appearing on CNN, PBS, USA Network and Bloomberg Radio and Television. He is the author of five books about the wealth management industry, including The New Advisor for Life and The Managed Account Handbook.

The New Advisor for Life is the revised and updated edition of the definitive guide to growing a successful wealth management firm. Based on the best practices of top wealth advisors, special focus is given to younger generations – how best to engage in the building of net worth and reducing debt – as well as perspective for a broader view of the client as a family. Amid growing competition for the attention of all investors, this new edition examines what qualities clients seek in a wealth advisor as well as how advisors can best articulate and deliver their unique value.

“A good coach can help even 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 Men’s Basketball and USA Basketball, 2010 and 2014 Men’s National Team

The New Managed Account Solutions Handbook is a comprehensive reference guide for wealth managers who want to expand their advisory practices. While the key to successful engagement with affluent families is the planning process, investment solutions remain the core strategy for achieving income and growth. The Handbook provides guidance about integrating investments and planning – helping even experienced professionals merge these critical pillars of wealth management.

 

“The future of the financial services industry lies in managed accounts. On behalf of the Money Management Institute, I invite you to be a part of that future. The book you are holding in your hands will tell you nearly everything you need to know.” --- Christopher L. Davis, President, The Money Management Institute, 2004-2015