The Execution Project is the consulting services arm of NextChapter, a leadership community dedicated to better retirement outcomes for everyone. We focus on Engagement Growth Programs - at scale enterprise efforts to grow advisory firms using a proven combination of: - proactive client segmentation and personality profiling - aligned sales plays using the most important topics for the client cohorts - scaled engagement - applying the best practices of the top 20% to the other 80%, the less engaged clients. All programs are aligned with the business growth objectives of the advisory firm. The team has significant demonstrated success with large scale organizations. Current efforts include: - Your Yellow Brick Road - in support of retirement income and protection - partnering with the Alliance for Lifetime Income - https://www.protectedincome.org/ - advisor practice management and the six key personas for better engagement around protected income to improve advisory firm share of client wallet and consolidate not held assets. - Total Wealth Advisor - the benefits of securitized lending and digital banking including the four key persona profiles - The Family Conversation - a learning, coaching and training program for advisors to better engage with clients around issues of longevity planning to increase client retention, foster better intergenerational wealth transfer and consolidate assets.