Retirement Is Only the Starting Line with Steve Gresham

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