Optimizing Client Engagement in Advisory Firms

Peter Tiboris is a Partner of Park Avenue Capital, an advisory firm affiliated with Northwestern Mutual based out of New York City that oversees $2.4 billion in assets under management for over 1,300 households. Peter and his business partner have distinctively grown their firm within the Northwestern Mutual ecosystem through organic expansion and strategic mergers and acquisitions. Their position as one of the largest Northwestern Mutual offices, coupled with their ability to leverage debt-financing, has given them a competitive edge that propels their growth.

Listen in as Peter dives into Park Avenue Capital's growth strategies, highlighting their unique approach to acquisitions and the innovative bank financing arrangements that fuel their serial acquisitions. He also shares insights into the creation of 3-person advisor pods designed to enhance client capacity and the firm's commitment to a service-oriented culture that fosters client loyalty, reflects on his entry into the industry post-9/11, and breaks down his forward-thinking approach to business decisions.

For show notes and more visit: https://www.kitces.com/361