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