The Execution Project - Similar companies

Adoption is the new innovation. The best wealth management firms are leveraging four key success drivers - adapting to the hi ... storic Age Wave of aging clients, advisor practice management that incorporates digital tools, effective use of data, and aligned organizational structure supportive of human and digital capabilities. The Execution Project is a consulting firm that takes on all four of these challenges on behalf of our clients: The Family Conversation provides tools and tactics to help your company capture the opportunity of a retiring Age Wave and nearly $13 trillion of money in motion with clients aged 55+; The New Advisor for Life supports advisor practice management inclusive of technology. Top advisors are moving forward at a faster pace than the median. We focus on each advisor segment to capture the potential. There is tremendous opportunity in supporting the "movable middle" and the support of the new emerging professional role - the Retirement Income Advisor; Grasshopper provides insight into client opportunities through client use cases and personas. 15 different specific fact patterns define the very best targets for advisors and the key to connecting better with their objectives and concerns; The Gresham Company informs and designs organizational structures better aligned with the drivers of better wealth management execution. Nothing undermines success like bad org design with silos around key decisions and conflicting incentives. You can do better. read more