What Meg Green was thinking when she purposefully shed $40 million of assets
The advisor saw more downside than upside to the smaller accounts and pulled the trigger on a deal
Debbie Nixon
This is a GREAT story about how changing your perspective (and with it, your attitude) allows you to acheive better results. By being willing to look from the attitude or mood of “courage”, this advisor was able to shift her focus from just “net margin” to the metric of “fullfilling” and “gross margin”, and then transform her business to great heights, in spite of the economy.
Two questions: 1) “What is the mood (courageous? resigned? resentful? fearful?) of the conversations you are having with yourself about your business? 2) How are they affecting your ability to take courageous action? See what answers you get, and whether they are working for you. If they are not, this article illustrates why it might be time to take a different look – at how you are looking.
One more question: what conversation are you having with yourself right now about this article?
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Mark Tibergien sets up Ben Harrison to challenge Schwabitrade with a $150 million cut to Pershing's minimum and millions more to develop Veo-busting technology
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The great Mark Tibergien is set to step down from CEO of Pershing Advisor Services to make way for heir apparent Ben Harrison
The RIA custody chief is a tireless and personable leader, consultant and guru who leaves BNY Mellon's RIA custody unit as its mission radically shifts
March 4, 2020 at 4:16 AM
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Pershing Advisor Solutions
Asset Custodian
Top Executive: Mark Tibergien
