Day in a Canoe Podcast: Financial Planning, Wealth Management, RIA

009 Mark Tibergien: CEO, Pershing Advisor Solutions


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Mark Tibergien: CEO, Pershing Advisor Solutions 

 

In this episode, Nathan and Mark Tibergien discuss: 

  • BNY Mellon and Pershing Advisor Solutions.
  • The importance of organizational adaptation to change.
  • Mark’s career path and milestones.
  • The importance of people management.
  • Making an impact through financial literacy.

Key Takeaways: 

  • Find ways to differentiate. Focus on who you serve instead of what you sell.
  • The greatest experience you’ve had anywhere is the same experience you want everywhere. 
  • If you are going to be building an organization with superior talent, you first must be conscious of the nature of the work. Be clear what excellence looks like in each position.
  • You cannot motivate people, you can only demotivate them. 
  • Commit to things that you believe will make a lasting impact. 

 

"Your best employee is more important than your most important client." — Mark Tibergien 

 

Connect with Mark Tibergien:   

Twitter:   @MarkTibergien 

Website:   www.pershing.com/biographies/mark-tibergien 

Email:   [email protected]

Book:  The Enduring Advisory Firm – Mark C. Tibergien and Kimberly G. Dellarocca

LinkedIn: www.linkedin.com/in/marktibergien

 

Connect with Nathan Mersereau:  

Phone: 248-645-1520 

Website:www.dayinacanoe.com 

Email: [email protected] 

Twitter:@NathanMersereau 

LinkedIn:Nathan Mersereau 

Address: 255 S Old Woodward Avenue, Suite 310 Birmingham, MI 48009

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Day in a Canoe Podcast: Financial Planning, Wealth Management, RIABy Nathan Mersereau

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