Mark Tibergien: What it Takes to Compete as an RIA Today

In today’s wealth management landscape, RIAs face an evolving set of challenges and opportunities like how to create enterprise value as they transition from running a practice to running and growing a business.

While conventional wisdom tells us that “bigger is better, ” as RIAs strive to get to the next level should their growth strategies focus on more than just size?

In this episode, Management Consultant Mark Tibergien joins co-hosts Bill Coppel, Chief Client Growth Officer at TradePMR, and Ryan Neal, Senior Editor at TradePMR, to address this topic.

Listen as they explore:

• What’s important for growing firms if it’s not just size
• The difference between “size” and “scale” and why it matters
• Three things growing RIAs might want to avoid