Organic Growth Strategies for Wealth Management

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Welcome to The Execution Project

The financial advice and wealth management industry is at the crossroads of challenge and opportunity. The historic Age Wave of retiring Baby Boomers are pushing advisors and their firms to deliver better retirement solutions.


Winners and losers. More clients are consolidating their assets spread across multiple relationships. Data for 2020 indicates assets moving at 3.5x the rate of prior years, revealing winners and losers. The losers are trapped by the inertia of their success. The winners will break out - engaging the levers of better execution – better engagement with aging clients, improved advisor practice management, leveraging data and investor personas, and creating supportive leadership structures and incentives..

The Execution Project harnesses the four most impactful levers available to advice industry managers to improve
asset retention and drive organic growth.

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We are here to help you execute success

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