Innovative Strategies for Engaging with Retiring Clients

Talking to Clients About Health and LongevityFinancial Wellness as an Asset Consolidation StrategyManaging the Four Key Life Transitions of AgingHow to Help Prevent Mistakes, Fraud and Abuse

How to Talk to Clients About Health and Longevity

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.

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.

The Execution Project informs, trains and equips financial advisors to engage better with retiring clients using innovative tools and strategies and have better conversations, build trust and drive business growth.

Training Modules

The future of wealth management is the ability to support the historic age wave of retiring Americans and their families.

Best practices, captured from top advisors worldwide, guide wealth advisors on how to improve the client experience, utilizing key solutions to be successful – solutions that increasingly include credit, protection, security and protected lifetime income. The historic age wave is driving equally historic money in motion from wealth transfer, retirement plan distributions and rollovers as well as home equity.

Workshops

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Keynote Speeches

It’s time to look at the pain points of your business and craft a method of relieving those issues efficiently.

Steve Gresham has been a popular keynote speaker at wealth management events around the world for more than 30 years. He is now working with several topics including The Future of Financial Advice, The Financial Advisor as a Leader, Leading Organizational Transformation and The Long Awaited Convergence of Health and Wealth. 

Wellness Scoring

The Family Conversation – The Industry’s Only Suite of Financial Wellness Scores

An optional addition to our lineup is the ability to make customized evaluations of clients’ preparedness for the key issues of longevity. Our wellness scoring system, powered by Whealthcare Solutions, engages clients on the key topics of longevity planning, but simply and with immediate results and action steps to take with their advisors.