Episode #60 The Biggest Mistake Clients & Advisors Make in Life Expectancy Planning with Mark Pace, CLU, RHU, ChFC
According to actuaries, you and your clients are underestimating how long you are going to live. Therefore, most people don’t plan properly, and most financial advisors aren’t even aware of this. This interview with Marc Pace – Founder of the Vital Longevity Institute – has two parts: Part 1 – Why…
The Evolution and Growth of Annuities with Tim Seifert
The annuity industry is experiencing a surge in popularity, with experts buzzing about its record sales growth and advisor and consumer adoption. But what's driving this growth? It all boils down to the industries' ability to tap into the deepest desires and concerns of consumers and financial prof…
The Retirement Wake-Up Call is Here
Steve Gresham, managing principal at Next Chapter, discusses in this Exceptional Advisor podcast with host Robert Powell delves into the complexities and challenges of retirement planning in the modern era. Gresham discusses the evolving nature of retirement, emphasizing the gap between people's e…
Episode 213 – Here’s a Solution for Your Organic Growth Problem with Steve Gresham
Steve Gresham is the Managing Principal of NextChapter: an industry community and a tech-enabled solutions company focused on creating better retirement outcomes for everyone.
In this episode, we’ve invited Steve to share his insights on organic growth, exploring what fuels it, why it’s crucial, …
Episode 217 – Why Annuities Matter More Than Ever with Tim Seifert
Tim Seifert is the Senior Vice President and Head of Retirement Solutions Distribution at Lincoln Financial Group: a firm that has been helping millions of people plan, protect, and retire for over a century. In this podcast, Tim and host, Steve Gresham, dive into the implications of millions of A…
Episode 225 – Engaging Clients Across Generations with Eliot Weissberg
Eliot Weissberg is the President of The Investors Center, a financial and longevity planning firm that guides clients to discover and leverage their capacity to live and age confidently.
In this podcast, Eliot and hosts, Steve Gresham and Suzanne Schmitt, discuss the importance of longevity planni…
The NEW Advisor for Life with Steve Gresham
When you have been in a position of overseeing 9 million families and over $1.6 trillion in assets, I believe we would agree that someone has some unique perspective.
Few people can look at the wealth management industry from 40,000 feet. Can you see the trends and more importantly, can you challe…
Navigating Uncertainty in Retirement with Michael Harris and Steve Gresham (Ep. 51)
In this episode of The Breakthrough Advisor, Michael Harris and Steve Gresham, senior education advisors for the Alliance for Lifetime Income, join Jack Martin to talk about the communication challenges advisors face when meeting client needs for protected lifetime income. They share the Allia…
Enabling Advisors to Serve Aging Clients and Multigenerational Families with Suzanne Schmitt
This week, Jack Sharry talks with Suzanne Schmitt, Managing Director at Next Chapter. Suzanne brings a wealth of knowledge from her extensive career at firms such as Fidelity Investments, New York Life Insurance, Prudential Financial, and Lincoln Financial. At Next Chapter, Suzanne reframed and rea…
Why Advisor Capacity Is the Future of Growth with Steve Gresham
This week, Jack Sharry talks with Steve Gresham, Founder and Managing Principal at NextChapter. With more than 40 years in asset and wealth management, Steve has spent his career working on growth issues as an executive and as an advisor to executives. He has also played a key role in developing ma…
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I have no special talent. I am only passionately curious, and
I listen to podcasts.
‐ Albert "Llamacorn" Einstein
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