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In this Quick Talk, David Armstrong, director of editorial strategy and operations at WealthManagement.com, interviews Mark Tibergie, recipient of the inaugural Lifetime Achievement Award at the Industry Wealth Management Awards.

Mark reflects on his remarkable career trajectory from journalism to a transformational figure in the financial services industry. He shares insights into his early career, contributions to benchmarking in wealth management, and his leadership roles at Moss Adams and Pershing. The discussion also covers the evolution of the industry, mentoring and the future of financial advisory businesses.