“Mark was a perfect fit for this audience. His experience in the RIA industry brought practical, thought-provoking insights to our audience of firm owners. Mark also kindly joined us at our end of day cocktail party to mingle with our audience and answer their questions. Really appreciated his willingness to spend extra time to socialize.”
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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