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
Connect With Mike DiCenso:
LinkedIn: Mike DiCenso – https://www.linkedin.com/in/michael-dicenso-a479b16/
Connect With Rebecca Hourihan:
Email: rebecca@401k-marketing.com
Call: (619) 230 – 5464
401(k) Marketing – https://www.401k-marketing.com/
LinkedIn: Rebecca Hourihan – https://www.linkedin.com/in/rebeccahourihan/
LinkedIn: 401(k) Marketing – https://www.linkedin.com/company/401k-marketing/
Facebook: 401(k) Marketing – https://www.facebook.com/401kMarketing/
YouTube: 401(k) Marketing – http://www.youtube.com/@401kmarketing
Schedule a meeting with 401(k) Marketing – https://calendly.com/401kmarketing
About Our Guest:
Mr. DiCenso is a thought leader in Financial Services, Investment Management, Asset Management, and Wealth Management arenas in the Institutional and individual Markets, both USA and International. Focused in the areas of fiduciary process management, fee transparency, innovation, technology, vision, strategy, sales growth, marketing, client service, operations, practice management, M&A, and capitalizing on industry trends. He has been quoted in numerous retirement and financial publications and media sites including PLANSPONSOR, PLANADVISOR, 401kwire.com, the Chicago Sun Times, Defined Contribution, and more.