The evolution of the financial advisory business from entrepreneurship to permanent ownership has changed the dynamics of the profession. In fact, much has been made about the “art of the deal.” Little attention has been given to what happens to firms with multiple locations; aging or exiting partners; recruiting and developing talent; and repositioning of the firm as a result of consolidation. In this session, Mark Tibergien will address the choices leaders of larger entities must confront and define in order to transform from a portfolio of companies to a more competitive and even dominant business. He will highlight issues related to strategy, structure, people, process and profits. In addition, he will share insight as to how the newly consolidated firms will redefine their Driving Force and the implications for future value and income.
Most leaders of financial services firms come from a background in sales or delivery of financial advice, and not one of professional management. As a result, there is a tendency to regard the decisions your peers make or to compare yourself to ""best practices."" Yet, much like how you advise your clients, it's important to consider multiple perspectives in order to come up with the optimal decision. This is especially true in regard to how your business and industry is perceived; how consumers make financial decisions today; and how we attract and retain talent. In this session, Mark Tibergien will identify the key pressure points facing most advisory businesses today and provide a framework for making decisions that are not tied to conventional wisdom.
While the goal of most advisors is to help their clients to achieve and maintain financial independence, the reality is that clients often have a co-dependent relationship with the individual who is guiding them. This creates a special challenge for leaders of advisory firms who are planning for continuity, succession, growth and a reduced dependency on the founder for its success. In this session, we will introduce key concepts in building a business to last. We will introduce new ways to look at strategy, structure, people, processes and profitability as the key to building an enduring advisory firm.
Since the Great Recession of 2008, the financial services businesses has experienced double digit growth even when the markets have been volatile. However, most firms are also experiencing the strain of this growth that is showing up in employee and client dissatisfaction. While growth in concept is an important goal for most businesses, unmanaged growth can be as damaging to a firm as no growth at all. In this session, we will identify the factors that are causing firms to shine and factors that are causing them to struggle. Plus, we will introduce ideas for bringing balance to the practice in a way that fulfills your clients' expectations, rewards your partners and staff, and builds value in the enterprise.
Mark Tibergien is a keynote speaker and industry expert who speaks on a wide range of topics such as The Art of the Manage, Tyranny of Conventional Wisdom, The Enduring Advisory Firm and Growth: The Silent Killer. The estimated speaking fee range to book Mark Tibergien for your event is $10,000 - $20,000. Mark Tibergien generally travels from Seattle, WA, USA and can be booked for (private) corporate events, personal appearances, keynote speeches, or other performances. Similar motivational celebrity speakers are Zach Piester, Jeffrey E. Gundlach, Rupal J. Bhansali, Asha Mehta and Paul Singer. Contact All American Speakers for ratings, reviews, videos and information on scheduling Mark Tibergien for an upcoming live or virtual event.
This website is a resource for event professionals and strives to provide the most comprehensive catalog of thought leaders and industry experts to consider for speaking engagements. A listing or profile on this website does not imply an agency affiliation or endorsement by the talent.
All American Entertainment (AAE) exclusively represents the interests of talent buyers, and does not claim to be the agency or management for any speaker or artist on this site. AAE is a talent booking agency for paid events only. We do not handle requests for donation of time or media requests for interviews, and cannot provide celebrity contact information.
If you are the talent and wish to request a profile update or removal from our online directory, please submit a profile request form.