"There is no one in this industry who understands the psychology of the affluent investor better than Steve Gresham. Steve's book will help any financial advisor understand the important protocol of attracting and retaining assets of the affluent investor."

Frank Campanale
Campanale Consulting Group, LLC

"Steve has been a valued advisor to me and our company. We value his insights and find his candor refreshing. He sees the financial world from a unique perspective -- he knows both the client and the advisor. Financial advisors and industry executives alike can benefit from Steve's insights as they strive to succeed in this ferociously competitive marketplace."

John Philip Coghlan
CEO of Visa International
former Vice Chairman of Charles Scwab Company

"Gresham is an expert on today's affluent client. The book is packed with unique insights and actionable advice on how to better serve this complex and growing market by becoming a true wealth manager."

Michael J. Cemo
former President AIM Distributors, Inc.

"It is not often I can say a book about financial advisory services is impressive, riveting, and intensely readable. But that sums up Gresham and Cooper's new book, Attract and Retain the Affluent Investor. When I say they will take you on an exciting journey into your professional future, I mean it. This book is loaded with the telling changes at the margins that translate into significant success."

"Steve has established himself as a valuable resource to the financial services industry. His keen insights into the marketing of products and services offered by financial service professionals have made him a sought- after speaker and consultant."

Financial Planning Association

"The financial services' industry is going through its greatest change ever -- driven by the demographics, the Internet and technology. Steve is one of the few people in the industry who is qualified to guide a distribution system through this maze"