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The big impression Mark Tibergien and his reverse mentor, Kayla Flaten, 25, made on me over a Manhattan lunch

With 37 years separating them, the interplay has an invaluable zing, buzz and usefulness to it; In other words, it's fun

Author Guest Columnist April Rudin August 25, 2014 at 4:01 AM
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Kayla Flaten: Boomers assume that millennials want to work from home so that they can sit in their pajamas all day.

Women of Wealth Management



Jeff Spears

Jeff Spears

August 25, 2014 — 5:31 PM

Our firm receives our best ideas from my reverse mentor Beverly.

Try it you will like it and benefit from it immediately.

Cathy Gibson

Cathy Gibson

August 25, 2014 — 5:56 PM

Great example of the practical implementation of reverse mentoring in a corporate setting. Equally impactful in smaller organizations where succession readiness & talent development are priorities.



August 25, 2014 — 7:50 PM

I’m all for reverse mentor for anyone who might want the insight. But is this a radically new concept? I get the same results from my children whether I seek it or not.

April Rudin

April Rudin

August 25, 2014 — 9:19 PM

Thanks, Jeff and Cathy. JD, I have kids myself who are ages 19 and 21. While they may offer “insight” that is sometimes helpful, it is not given in the same spirit as what Pershing has set-up formally. However, I do agree that “kids say the darndest things” and that we should pay more attention to them…

Mark Tibergien

Mark Tibergien

August 26, 2014 — 6:39 PM

As April mentioned in her column, this idea has been around for a while so it’s not novel but it is new to us in application. I’ve heard others say before they get all the input they can use from their kids, which is a great way to stay current. In our case, We found that this structured approach allowed for good give and take, plus the mentees don’t supervise their reverse mentors so there isn’t the parent/child or boss/subordinate dynamic to deal with as a potential distraction. It’s a good perspective that supplements what we get elsewhere including from our families. The biggest impact beyond contributing to our client experience and innovation is around employee engagement. In other words, this is not just about the principals but the rest of the team who have a real seat at the table and an opportunity to influence how we do what we do. We hope and expect this will continue to make us relevant to next generations of employees and clients.

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January 19, 2023 at 3:31 AM

Behind the scenes, Ben Harrison's rise to replace Mark Tibergien at Pershing was more shock and awe than a symphonic succession

Harrison's appointment was baked in the cake -- or not -- and Tibergien departed with Swiss-watch precision in Moss Adams-style--or not.

March 13, 2020 at 7:22 AM

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March 11, 2020 at 7:58 AM

What to make of Pershing CEO Lisa Dolly's surprise exit and the sped-up entry of 35-year Pershing veteran Jim Crowley

When Dolly and Lori Hardwick were promoted, bing, bing, in 2016, Pershing experienced a lift but here comes 'charismatic' and 'RIA-familiar' Jim Crowley

May 9, 2019 at 2:18 AM

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Mentioned in this article:

Pershing Advisor Solutions
Asset Custodian
Top Executive: Mark Tibergien

The Rudin Group
Marketing & Public Relations
Top Executive: April Rudin

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