© 2019, The Gresham Company, LLC

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

The Four Transitions of Aging

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