Mark Tibergien

Mark Tibergien, a former CEO and thought leader in financial advisory, shares insights on the vital difference between merely expanding an advisory firm and achieving true scalability. He discusses how genuine scale occurs when revenue growth outpaces expenses and highlights the nuances of industry consolidation. Tibergien stresses the importance of personalized success metrics, proactive succession planning, and how smaller firms can thrive by focusing on local excellence. His extensive experience sheds light on the evolving landscape of financial services and enduring best practices.