Every wealth management firm wants organic growth. Few achieve it consistently.

In this episode of Knowing Me, Knowing You, we sit down with Mark Tibergien, one of the most influential voices in the evolution of the RIA industry. As the longtime leader of Pershing Advisor Solutions, Mark helped shape the growth of hundreds of advisory firms and witnessed firsthand the transformation of wealth management from lifestyle practice into enterprise business.

Together, we explore why organic growth remains one of the profession's biggest challenges despite decades of investment in technology, marketing, and acquisitions.

We discuss:

• Why growth is an outcome, not a strategy
• The shift from advisor-centric firms to enduring enterprises
• Why investment performance is no longer a sustainable differentiator
• The future of advisor development and succession
• How trust, emotional intelligence, and human connection become more valuable in an AI-driven world
• What the next generation of leading advisory firms will do differently

If you're focused on organic growth, client retention, advisor development, or the future of wealth management, this conversation is for you.

Join us.

• Mark Tibergien on LinkedIn
• Marla Sofer on LinkedIn
• Knomee