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Helping Your Clients Transition Into Retirement and the Importance of Innovation with Steve Gresham

In this episode, Jack Sharry talks with longtime colleague Steve Gresham, CEO of The Execution Project, a consulting firm that works with advisors and their firms to help advisors better serve the needs of retiring clientele.

For many of us, the questions, stressors, and concerns of our clients are changing. As Baby Boomers hit retirement age, it’s our responsibility as advisors to help them afford healthcare and alleviate concerns about outliving their money.

A believer in innovation, Gresham advocates for the use of tools and training when it comes to helping advisors meet the needs of their ever-evolving clientele.

Jack and Steve talk about segmenting clients, the role of technology in the financial industry, and dealing with disruption head-on.

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