Stephen D. Gresham

If you stop to think about it, there are a number of surprising parallels between the medical and financial-advisory professions. Both remedy issues vital to long-term happiness: health and wealth. Both require highly...

The end of each calendar year provides a natural setting for serious prospecting. Full-year performance and other results are easy to present to potential clients and their accountants, who can quickly make...

Preparing your clients for retirement may mean helping them prepare their parents too.

Families with special needs children can become your best clients

Providing true “life advice” is fast becoming an opportunity for conscientious and serious financial advisors to earn a special designation in retirement planning

Help clients prepare to win the longevity sweepstakes

Advisors can be enormously helpful to clients facing a terminal illness

How to help your rich clients confront their top 10 financial risks