Boosting Lead Generation and Embracing Client-Focused Strategies with Steve Gresham

In this episode, Jack talks with returning guest, Steve Gresham. Steve is the CEO of The Executive Project, a consulting firm that provides tools and training for financial advisors.

As an industry leader, Steve has spent time in many different roles. Outside the office, he is an ardent advocate for rethinking, reimagining, and restructuring the concept of retirement. Steve has been a long-time proponent of shaking up the industry and inviting more channel collaboration across teams.

Steve talks with Jack about lead generation, the importance of taking the next step, best practices for better engagement with clients, and the benefits of using the right tools.