Tag: Financial Advisory
Unlocking the Potential of Your 401k Business with Mike DiCenso (Ep.47)

Unlocking the Potential of Your 401k Business with Mike DiCenso (Ep.47)

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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

Connect With Mike DiCenso:

Connect With Rebecca Hourihan: 

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.

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5 Strategies to Boost Your Business Value with Brandon Helms (Ep.46)

5 Strategies to Boost Your Business Value with Brandon Helms (Ep.46)

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In this episode, we talk with Brandon Helms, MarshBerry Vice President on the five key strategies for financial advisors to build more value in their businesses. The conversation covers the importance of organic growth, differentiation strategies, succession planning, M&A opportunities, and understanding client demographics. Brandon emphasizes the need for advisors to think like stewards of their business, focusing on long-term success, and client relationships. 

Brandon discusses:

  • What is organic growth, why is it important, and how to propel it
  • Key differentiators for retirement plan advisors
  • Distinguishing the finer details of market appreciation versus actual growth
  • Strategies for effective succession planning
  • Services that firms are adding to evolve in the marketplace
  • Transforming from students to stewards of your business
  • And more

Connect With Rebecca Hourihan: 

Connect With Brandon Helms:

About Our Guest:

As a Vice President on MarshBerry’s Financial Advisory team, Brandon’s background in building fast-growing financial advisor teams gives him a unique perspective on consulting with advisors on growth strategy and succession planning. His commitment to using clarity to make more informed decisions when working with clients helps drive retirement and wealth advisors to steward their businesses. Brandon’s core focus is providing financial advisors with ideas & insights specific to their business today that align with their vision for the future. Many times, this includes anticipating any potential challenges advisors face as they grow and ways to overcome them.

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