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Steve Gresham is the Founder and CEO of The Execution Project, a consulting firm providing tools, training, and adoption strategies in support of better “retirement.”
Live from our fall Advisorpedia Podcast Pop-Up in New York City, Doug and Steve explore The Execution Project’s initiatives of wealth management and retirement while also examining industry trends from different perspectives.
They also discussed:
- Financial Wellness and monetizing peace of mind
- The keys to successful execution for companies
- The Execution Project’s industry initiative being all over retirement
- The baby boomers and how the wave has yet to hit the beach
- The new bull market being about protection
- The “Holistic wealth management” push in the big firms
- A view on the industry’s lost focus on the end investor from a retail perspective
- How people can take advantage of The Execution Project
Resources: The Execution Project
Related: Becoming the Armor for Advisors with Michael Konialian