Advisor for Life

Advisors are having the wrong conversations

Advisor practice management has evolved beyond “best practices” to include the use of technology, tools, data and process improvement. The delivery of financial advice and wealth management is now a combination of human and digital capabilities delivered at increasing scale across an expanding “household” of three or more generations.


An aging Baby Boomer clientele is more demanding as the challenges of increasing longevity disrupt retirement plans. Even the most successful advisors face difficult choices of where to invest their time and their capital to stay current and a step ahead of growing competition.


Our approach to practice management focuses on how to improve the client experience – using that perspective to guide best practices we source from an array of top advisors. Leadership in the client experience is the best guide for an advisory practice – using the clients’ needs and preferences to focus the practice forward.

The advisor today has taken on more of a leadership role
Be a leader for clients and colleagues

In the community

For friends and neighbors

Guide people regarding the markets,
their retirements, and their health

Discuss mainstream topics

Be the natural go-to person

Human advisors bring their humanity - the creativity, the insights, perspective and - most importantly - the empathy needed to truly help clients and their families.

The demographic wave of aging Baby Boomers is bringing the simultaneous challenges of complexity and scale to wealth advisors. There are suddenly more clients needing more help than ever. While it may sound good, there are important choices to make in running a practice. Employees, associates and clients are looking to you for guidance and leadership.


The New Advisor for Life is the revised and updated edition of the definitive guide to growing a successful wealth management firm. Based on the best practices of top wealth advisors, special focus is given to younger generations – how best to engage in the building of net worth and reducing debt – as well as perspective for a broader view of the client as a family. Amid growing competition for the attention of all investors, this new edition examines what qualities clients seek in a wealth advisor as well as how advisors can best articulate and deliver their unique value.

The Right Tools Leverage the Skill of a Craftsman.

The right financial planning tools help the wealth manager improve the engagement with clients, drive consistency of services provided and help refine the business results of a wealth management practice.


Steve Gresham

How High Value Clients are Changing your Business.

It's time for a better valuation method for wealth management.

Investment News

Steve Gresham

RIP Organic Growth

Your 2020 Game Plan is Net New Assets

Steve Gresham

Bull Market Malaria and Other Advisory Firm Ailments

The stock market's extended rally may be masking advisory firm problems caused by industry changes

Investment News

© 2020 The Execution Project, LLC.