Episode 51: A Look Behind the Curtain of the Financial Services Industry, with Mark Tibergien

Mark joined BNY Mellon | Pershing as head of its RIA and Family Office custody unit in 2007 and is the Chief Executive Officer of Advisor Solutions and a member of Pershing’s Executive Committee. Prior to joining Pershing, he was a principal at Moss Adams LLP, where he was partner-in-charge of the Business Consulting Group, and chairman of the Financial Services Industry Group. Since 1973 he has worked on strategy, management development and transition planning with hundreds of independent registered investment advisors (RIAs), broker-dealers, investment managers, insurance companies, and other financial services organizations worldwide. Accounting Today has recognized Mark Tibergien among the 100 Most Influential in the accounting profession, and Investment Advisor magazine recognized him among the 25 Most Influential in the financial services industry. He is the author of four books published by Bloomberg Press (John Wiley & Sons), Practice Made Perfect, How to Value, Buy or Sell a Financial Advisory Practice, Practice Made (More) Perfect and the latest, The Enduring Advisory Firm, co-authored with Kim Dellarocca, Global Head of Marketing for Asset Servicing and Technology at BNY Mellon. Mark has also been a regular columnist for Investment Advisor magazine and monthly contributor to ThinkAdvisor.com on management issues since 2005.

Mark has previously served in a variety of community and industry organizations including the Rotary Club of Seattle, Travelers Aid Society, the Foundation for Financial Planning, the International Association for Financial Planning and the SIFMA Foundation. Most recently, Mark was named to the Advisory Council for the Center for Financial Planning whose mission is to promote diversity in the advisory profession. Mark is also a member of BNY Mellon’s Diversity & Inclusion Advisory Council to the CEO.

What You Will Learn:

Mark’s role with BNY Mellon | Pershing and what a custodian doesKey indicators for determining whether or not you should do a dealThe impact of private equity on the RIA industryThe projected impact of the upcoming economic downturnWhat Mark has brought from other industries into the financial services spaceBusiness consulting vs. drive-by practice consulting

How to connect with Mark Tibergien:

Website: https://www.thinkadvisor.com/author/profile/Mark-Tibergien/Twitter: @MarkTibergienFacebook: https://www.facebook.com/bnymellonpershingLinkedIn: https://www.linkedin.com/in/marktibergien

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