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Rethinking Retirement with Steve Gresham

The demographic shift toward an older population, concerns about the financial sustainability of traditional pension systems, and lengthening life expectancies are just a few of the challenges facing retirement systems today. While having human and digital advice connected and coordinated is key to the wealth management ecosystem, how can financial advisory firms accelerate the development of wealth management platforms to meet the needs of the retiring age wave?

In this episode, Jack talks with Steve Gresham, Chief Executive Officer of The Execution Project. Steve is also the managing partner of the premier executive community in the financial services industry, Next Chapter, and a senior education advisor to the Alliance for Lifetime Income. For nearly 40 years, Steve has been an asset and wealth management leader and a pioneer of managed accounts and advisor practice management. Today, Steve focuses on improving retirement solutions for a historic demographic wave of retiring clients.

Steve talks with Jack about the challenges of combining human and digital advice to create a personalized client experience, how he sees advisor adoption being solved, and the importance of a connected and coordinated wealth management ecosystem.

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