Libsyn Directory

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

Release Date: 01/08/2020

Episode 79: Pitching Deals As Your Authentic Self, with Precious L. Williams

Fueling Deals

This week’s phenomenal guest, Precious Williams, shared her expertise on pitching, including her early experiences and her amazing Shark Tank debut! Join us on the podcast and learn more about how to optimize your own ability to powerfully pitch to everyone in the room.

Episode 78: A Different View of Deals & Negotiations, with Zoltan Istvan

Fueling Deals

This week’s guest, Zoltan Istvan, shared about the power of building trust in order to create world-changing deals in the political and journalistic realm. Join us on the podcast as we discuss deal-making when currencies other than money (like leverage, relationship, backing, and trust) are exchanging hands.

Episode 77: DealQuest’s BEST OF Leading Women in the RIA Industry, with Lisa Rapuano, Mindy Diamond, and Mary Ann Buchanon

Fueling Deals

In this week’s BEST OF compilation episode, you’ll hear from some amazing leaders working in the RIA industry, who all happen to be women. They share from their profound wealth of knowledge, and we cover all sorts of topics, including -

Episode 76: Strategic Business Growth Leads to Deal Opportunities, with Corey Kupfer

Fueling Deals

In this week’s solo-cast, I wanted to take a moment to reflect on how some of my more recent interviews pertaining to things like business systems and processes, team building, and marketing are essentially connected to your ability to pursue powerful deals.

Episode 75: Stand Out, Get Noticed, and Make Better Deals, with Jesse Cole

Fueling Deals

This week’s guest, Jesse Cole, showed up in a banana yellow tux and shared all his wisdom on standing out, gaining attention, and making deals in order to grow! Join us on the podcast as we discuss the power of going all in, experimenting with new ideas, and creating an impactful culture.

Episode 74: Building Interpersonal Skills to Make Better Deals, with Steve Herz

Fueling Deals

Join Steven and I on the DealQuest Podcast, where we discuss how to use interpersonal communication skills to enhance your negotiation ability and deal-making.

Episode 73: Referrable Brands Help Grow Deals, with Michael Roderick

Fueling Deals

Join Michael Roderick and I on the DealQuest Podcast, where we dive deep and discuss the power of creating referrable brands. We cover -

Supporting Episode 72: Black Lives Matter and #melanatedvoices with the Power of Deals, with Corey Kupfer

Fueling Deals

This week I dove into some thoughts I have about the Black Lives Matter movement, being truly aligned with your values, and how a deal-driven mindset can impact your growth in all areas of life and business including on the challenging issues of our time.

Episode 71: Creating the Synergy for Optimal Deals, with Marc Gordon

Fueling Deals

I am so excited to feature Marc Gordon’s interview this week.

Episode 70: Finding Valuable Deals that are Worth Pursuing, with Stephanie Scheller

Fueling Deals

This week’s interview with DealQuest guest and Grow Disrupt founder Stephanie Scheller is so powerful!

More Episodes

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 does
Key indicators for determining whether or not you should do a deal
The impact of private equity on the RIA industry
The projected impact of the upcoming economic downturn
What Mark has brought from other industries into the financial services space
Business consulting vs. drive-by practice consulting

How to connect with Mark Tibergien:

Website: https://www.thinkadvisor.com/author/profile/Mark-Tibergien/
Twitter: @MarkTibergien
Facebook: https://www.facebook.com/bnymellonpershing
LinkedIn: https://www.linkedin.com/in/marktibergien

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