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Coordination is the New Alpha
In this episode, Bill DiCristofaro explains why true financial success isn’t about chasing higher returns — it’s about achieving alignment. As he puts it, “Coordination is the new alpha.”
Bill explores how complexity has become the silent tax on today’s business owners and professionals. From scattered advisors to fragmented accounts, too many moving parts lead to fatigue, confusion, and missed opportunity. The antidote is coordination — connecting your business, finances, and goals into a clear, actionable plan.
Listeners will learn how IBP’s EPIC Model (Educate, Identify, Plan, Implement, Coach) helps clients turn anxiety into awareness and complexity into confidence. Bill also introduces the digital tools that make this possible:
Whether you own a business or simply want more control of your financial future, this episode shows why coordination—not performance—is the real advantage.
Key Takeaways
Resources & Links
Contact
Integrity Benefit Partners | West Hartford, CT
Phone: 860-521-401K (4015)
Email: [email protected]
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By William DiCristofaro, CFP®, AIF®, CEPA®, MBA.In this episode, Bill DiCristofaro explains why true financial success isn’t about chasing higher returns — it’s about achieving alignment. As he puts it, “Coordination is the new alpha.”
Bill explores how complexity has become the silent tax on today’s business owners and professionals. From scattered advisors to fragmented accounts, too many moving parts lead to fatigue, confusion, and missed opportunity. The antidote is coordination — connecting your business, finances, and goals into a clear, actionable plan.
Listeners will learn how IBP’s EPIC Model (Educate, Identify, Plan, Implement, Coach) helps clients turn anxiety into awareness and complexity into confidence. Bill also introduces the digital tools that make this possible:
Whether you own a business or simply want more control of your financial future, this episode shows why coordination—not performance—is the real advantage.
Key Takeaways
Resources & Links
Contact
Integrity Benefit Partners | West Hartford, CT
Phone: 860-521-401K (4015)
Email: [email protected]