In this episode, Jack talks with returning guest, Steve Gresham. Steve is the CEO of The Executive Project, a consulting firm that provides tools and training for financial advisors. 

As an industry leader, Steve has spent time in many different roles. Outside the office, he is an ardent advocate for rethinking, reimagining, and restructuring the concept of retirement. Steve has been a long-time proponent of shaking up the industry and inviting more channel collaboration across teams. 

Steve talks with Jack about lead generation, the importance of taking the next step, best practices for better engagement with clients, and the benefits of using the right tools.

“Tool sets allow you to not only provide clients with a more consistent experience—which also drives referrals because they'll say, ‘Well, here's what you can expect and it's painless…’—but it also allows them to have the progression in lead generation and next best action. Those have to be facilitated with tools that are driving off of your database because you'll never be able to do that with Post-it notes and Excel spreadsheets.” ~ @thegreshamco