Nationally Recognized Expert on Management, Strategy & Transition; Financial Services Industry Consultant
Mark Tibergien Biography
Mark Tibergien is a recognized expert on management, strategy, and transition issues within the financial services industry. He has led organizations from start-up to exit, from dynamic growth to turnaround. He has consulted with hundreds of financial services organizations in the United States, Australia, the United Kingdom, Europe, and Canada. He currently serves as Advisor in Residence for Ernst & Young’s Wealth & Asset Management Group, an independent director of Pathstone, a wealth management and multi-family office serving high-net-worth clients, and as an Advisory Board Member for Nesvold Capital Corp, a merchant bank specializing in the wealth management business. Most recently, Mark served as an advisory board member to Commonwealth Financial Network, a $180 billion broker-dealer & RIA, which sold to LPL Financial in September 2025.
In September 2024, Tibergien was presented with WealthManagement.com’s first Lifetime Achievement Award to "recognize Tibergien’s guidance, principles, and wisdom that have helped shape the industry."
Most recently, Tibergien was CEO of Pershing Advisor Solutions LLC, an affiliate of The Bank of New York. Prior to joining Pershing, he was a Principal in the CPA firm, Moss Adams LLP, where he was head of the Business Consulting Group, specializing in the financial services industry. He wrote a monthly column for Investment Advisor/Think Advisor on management issues.
He is the author of four books published by Bloomberg Press/Wiley & Sons: "Practice Made Perfect" (2005) and "How to Value, Buy or Sell a Financial Advisory Practice" (2006); "Practice (Made) More Perfect" (2010) and "The Enduring Advisory Firm" (2016).
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Mark Tibergien Speaking Topics
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The Art of the Manage
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.
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Tyranny of Conventional Wisdom
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.
Mark Tibergien Videos
Ep 400: Sizing Up Versus Scaling Up To Build An Enduring Advisory
Mark Tibergien is the former CEO of Pershing Advisor Solutions a former Principal with Moss Adams Consulting and a longtime practice.
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How do I book Mark Tibergien to speak at my event?
Our experienced booking agents have successfully helped clients around the world secure speakers like Mark Tibergien for speaking engagements, personal appearances, product endorsements, or corporate entertainment since 2002. Click the Check Availability button above and complete the form on this page to check availability for Mark Tibergien, or call our office at 1.800.698.2536 to discuss your upcoming event. One of our experienced agents will be happy to help you get speaking fee information and check availability for Mark Tibergien or any other speaker of your choice. -
What are the speaker fees for Mark Tibergien
Speaking fees for Mark Tibergien, or any other speakers and celebrities, are determined based on a number of factors and may change without notice. The estimated fees to book Mark Tibergien are $10,000 - $20,000 for live events and $10,000 - $20,000 for virtual events. For the most current speaking fee to hire Mark Tibergien, click the Check Availability button above and complete the form on this page, or call our office at 1.800.698.2536 to speak directly with an experienced booking agent. -
What topics does Mark Tibergien speak about?
Mark Tibergien is a keynote speaker and industry expert whose speaking topics include Business, Business Consulting, Business Leadership, Change Management, Corporate Strategy, Economy, Executive Leadership, Finance, Strategic Leadership -
Where does Mark Tibergien travel from?
Mark Tibergien generally travels from Seattle, WA, USA, but can be booked for private corporate events, personal appearances, keynote speeches, or other performances. For more details, please contact an AAE Booking agent. -
Who is Mark Tibergien’s agent?
AAE Speakers Bureau has successfully booked keynote speakers like Mark Tibergien for clients worldwide since 2002. As a full-service speaker booking agency, we have access to virtually any speaker or celebrity in the world. Our agents are happy and able to submit an offer to the speaker or celebrity of your choice, letting you benefit from our reputation and long-standing relationships in the industry. Please click the Check Availability button above and complete the form on this page including the details of your event, or call our office at 1.800.698.2536, and one of our agents will assist you to book Mark Tibergien for your next private or corporate function. -
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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 Todd Buchholz, Zach Piester, Richard Florida, Peter Mallouk and Adam Nash. Contact All American Speakers for ratings, reviews, videos and information on scheduling Mark Tibergien for an upcoming live or virtual event.
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