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What LUCEN Is Really About
LUCEN exists to help organizations gain clarity, strengthen partnerships, and uncover opportunities that might otherwise remain hidden.
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The influence you’re not inviting
Who belongs on a recordkeeper's advisory board? Using McKinsey's research on hidden influencers, the case for looking past seniority and production to ERISA attorneys, home-office teams, proposal managers and client-service leaders, and for giving some of them a table of their own.
Opportunity or obligation?
Advisory boards as strategic alignment engines rather than relationship theater, with the results of a real board (24 advisors, $16B+ AUM, $2.7B in new assets) and the 'never a quid pro quo' principle.