Zoom In - A Podcast Series from BNY Mellon's Pershing
Welcome to a brand new podcast series that brings you unique perspectives on industry trends and hot topics to help your business thrive, hosted by Mark Tibergien, CEO, Advisor Solutions.
365体育投注网Our first three episodes in this series explore themes of client experience, wealth & advisory and insights.
365体育投注网Check out full episode details and click to tune in below:
Client Experience - "Perfecting The First Experience" with Amy Webber, Chief Executive Officer, Cambridge Investment Research
Amy discusses the key components that influence a strong client relationship - from first meeting and beyond.
Wealth & Advisory - "Building the RIA Talent Pipeline" with Jeff Strese, Chief Talent & Learning Officer, Tolleson Wealth Management
365体育投注网Jeff discusses the RIA talent landscape, from the unique vantage point of a business leader and university professor.
Pershing Insights - "Mind the Gaps" with Matt Forester, Chief Investment Officer, Lockwood Advisors, BNY Mellon's Pershing
365体育投注网Matt discusses key issues advisors and investors should be thinking about when it comes to financial decision-making and behaviors.
365体育投注网Mark Tibergien is Chief Executive Officer of Advisor Solutions at BNY Mellon | Pershing and a member of Pershing’s Executive Committee. Pershing is one of the country’s leading custodians for registered investment advisors and family offices. Mark is also a member of BNY Mellon’s Diversity & Inclusion Advisory Council to the CEO.