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November 4, 2022

Finding Jackie

by Steve Gresham

Jackie is the ideal client. She is busy with her family and friends,…

November 4, 2022

2022 Year in Review

by Steve Gresham

My longtime editor and friend, Evan Simonoff of FA asked me for a…

November 4, 2022

What Are You Afraid Of?

by Steve Gresham

One of the most difficult situations I’ve experienced in my life was…

October 3, 2022

FinTech vs FinTalk

by Steve Gresham

I marvel at the brilliance and passion of inventors. Today’s FinTech…

October 3, 2022

The Client is Not Always Right

by Steve Gresham

It was one of those “Hello McFly” moments (if you remember the iconic…

September 21, 2022

Your Retirement Needs an Eco-System

by Steve Gresham

Wikipedia says an ecosystem is “a community made up of living…

August 26, 2022

The Business of “Wellness”

by Steve Gresham

Supreme Court Justice Potter Stewart famously remarked about…

August 12, 2022

Three Blind Wealth Management Execs and the Demographic Elephant

by Steve Gresham

“Uncertainty” is an interesting condition that vexes human beings.…

July 12, 2022

This is Us

by Steve Gresham

Mention “financial wellness” to 10 attendees of a FinTech conference…

July 12, 2022

Follow the White Flags – To Success

by Steve Gresham

Streaming one of those endless crime series recently, I watched the…

May 29, 2022

Adoption is the New Innovation

by Steve Gresham

Every day, there are hundreds of news items extolling the virtues of…

May 29, 2022

Let Them Eat Calamari!

by Steve Gresham

When my son was about 2, we lived in a New York City apartment near…

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