In the latest episode of the new podcast series Focused on the Future, veteran industry leader Suzanne Siracuse talks with industry legend Mark Tibergien on the key areas every firm needs to focus on to ensure success, why he encourages everyone to embrace reverse mentoring and how everyone can participate in improving financial literacy in their communities.
Specifically, Mark discusses:
- The evolving role of a financial advisor;
- His four-step process in setting a successful firm strategy;
- The importance of finding your differentiator;
- His view on the biggest transformation in the financial advice industry;
- Reverse mentoring: Why he’s a fan; and
- Why improving financial literacy is personal for him.
Connect With Suzanne Siracuse:
Connect With Mark Tibergien:
Mark Tibergien is a keynote speaker at RIA Edge West, to be held Sept. 27-29, 2023, at the Ritz Carlton in Marina del Rey, Calif. Register to attend now.
About Our Guest:
Mark Tibergien retired in 2020, as CEO of Pershing Advisor Solutions, LLC, a BNY Mellon Company, and now works as a management consultant, speaker and board member with other enterprises that are going through dynamic transformation.
Currently, he serves as Advisor in Residence for Ernst & Young Wealth & Asset Management Sector, is on the board of Pathstone, a multi-location RIA backed by Lovell Minnick Partners and Kelso & Company, and as an advisory board member for Commonwealth Financial Network.
His industry specialty is in financial services, in particular working with Wealth Management Firms, Broker/Dealers, and Registered Investment Advisory firms through each stage of their business evolution.