Mark Tibergien

About the Author

Mark Tibergien

Mark Tibergien is Chief Executive Officer of Pershing Advisor Solutions, a BNY Mellon company. Tibergien is also a Managing Director and a member of the Executive Committee for Pershing. Tibergien is a nationally recognized expert on management and transition issues within the financial services industry. He joined Pershing in 2007.

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  Do Incentives Really Motivate People?

  By Mark Tibergien  |  May 28, 2013

  I get a twisted kind of pleasure when good arguments cause me to reconsider my long-held beliefs. The recent book by Clayton Christensen, “How Will You Measure Your Life?” spurred such a transformation.

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  Toxic Words: The Importance of the Language You Use in Your Firm

  By Mark Tibergien  |  April 29, 2013

  Words are powerful. They can be used to encourage, inspire and enlighten—or to judge and destroy.

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  Fiduciary in Name Only? Applying the Fiduciary Standard to Your Business

  By Mark Tibergien  |  April 1, 2013

  When RIAs commit unethical acts against clients, they are FINOs—Fiduciaries In Name Only. Here's how to apply the fiduciary standard not only to how you serve clients, but how you run your business.

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  Clients With Benefits: How to Protect Against Would-Be Moochers

  By Mark Tibergien  |  February 25, 2013

  One of the downsides to running a personal service business is that friends and relatives often expect a discount.

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  The Human Capital Dilemma

  By Mark Tibergien  |  January 21, 2013

  Only 22% of the advisor population is under the age of 40, and with the average age of advisors in their 50s, the business is suffering from a growing cultural gap between advisors and clients, as well as a significant age gap between advisors and others in the business.

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  How to Compete in a Saturated Market

  By Mark Tibergien  |  December 21, 2012

  The lack of clarity in financial services business models and the profusion of practitioners using virtually the same branding has created a saturated market. How do the great companies succeed in this environment?

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  Are All Partners Equal?

  By Mark Tibergien  |  November 20, 2012

  You have heard the saying that the fastest way to ruin a friendship is to become partners. Unfortunately, many advisors in ensemble practices can relate to this adage.

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  We Get Along Without You Very Well: Employee Departures Can Build a Stronger Business

  By Mark Tibergien  |  October 23, 2012

  No one in your firm is indispensable: how planning for the inevitable departure of employees can build a stronger business.

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  Where There’s a Wall, There’s a Way

  By Mark Tibergien  |  September 25, 2012

  Many topics can create excited and hopeful conversations among financial advisors. Process improvement is not one of them.

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  Shedding Some Skin: Advisor Growth in the Year of the Snake

  By Mark Tibergien  |  August 21, 2012

  The most effective strategic planners focus on the four cornerstones of business success. Let’s examine the planning process to identify some potential improvements in 2013, which the Chinese Zodiac designates as the Year of the Snake.