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Rebecca Hourihan sits down with Mike DiCenso, a renowned expert in institutional retirement plans, wealth management, and fintech innovation.
Discover Mike’s profound insights on tackling modern challenges in the retirement plan advisory space and how to leverage them for success.
Mike discusses:
- The importance of strategic planning and the pitfalls of abandoning strategies too soon
- Implementing effective team meetings and reducing inefficiencies
- The role of process improvement in operational excellence
- Navigating pricing and differentiation in an evolving market
- And more
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