Zoom In

Zoom In

By BNY Mellon's Pershing
A podcast series from BNY Mellon's Pershing that brings you unique perspectives on financial services industry trends and hot topics to help your business thrive, hosted by Mark Tibergien, CEO, Advisor Solutions.
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Zoom In, Season 1 - Market Insights Episode 2 - “Beyond the Coronavirus News Cycle: 700 Years of Perspective”
In this episode, Mark Tibergien and Matt Forester, Chief Investment Officer, Lockwood Advisors, BNY Mellon's Pershing, discuss what we know – and what we think we know – about the coronavirus and its impact on the economy.
21:57
April 2, 2020
Zoom In, Season 1 - Client Experience Episode 1 - "Perfecting the First Experience"
In this episode, Amy Webber, CEO, Cambridge Investment Research, and Mark Tibergien discuss the key components that influence a strong client relationship - from first meeting and beyond.
24:27
February 5, 2020
Zoom In, Season 1 - Wealth & Advisory Episode 1 - "Building the RIA Talent Pipeline"
In this episode, Mark Tibergien and Jeff Strese, Chief Talent Officer, Tolleson Wealth Management, discuss the dearth of new talent in the RIA business, and the importance of cultivating a talent pipeline—including techniques for attracting, developing and retaining young professionals. 
14:45
February 5, 2020
Zoom In, Season 1 - Market Insights Episode 1 - "Mind the Gaps"
In this episode, Mark Tibergien and Matt Forester, Chief Investment Officer, Lockwood Advisors, BNY Mellon's Pershing, discuss key issues advisors and investors should be thinking about when it comes to financial decision-making and behaviors.
16:36
February 5, 2020