Knowing Me, Knowing You
Knowing Me, Knowing You – The Podcast For The Future of Wealth Management
The Knowing Me, Knowing You Podcast is where forward-thinking wealth managers, tech innovators, and engaged clients come together to explore the future of client discovery and engagement to drive growth.
Through candid conversations with industry leaders, behavioral finance experts, and innovators, we uncover new ways to personalize advice, strengthen advisor-client relationships, and drive business growth.
Whether you're an advisor looking to differentiate, a fintech leader shaping the future, or a client who wants more alignment between money and purpose—this podcast is for you.
Better conversations. Smarter decisions. Stronger connections. Subscribe now.
Knowing Me, Knowing You
65. The Organic Growth Problem with Mark Tibergien
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
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.