About the Author
MARK C. TIBERGIEN is CEO of Pershing Advisor Solutions, a BNY Mellon company. A regular columnist for Investment Advisor magazine, he is the author of Practice Made Perfect, How to Value, Buy, or Sell a Financial Advisory Practice, and Practice Made (More) Perfect.
KIM G. DELLAROCCA is managing director, BNY Mellon. In addition to her global marketing leadership role, Kim directs one of the industry's most expansive thought leadership programs and has overseen the publishing of more than 125 studies and papers on the critical topics facing financial services firms today. Kim is invited to speak internationally and her views have been quoted more than 100 times in industry and mainstream publications, including The New York Times, Bloomberg, The Financial Times, Wall Street Journal, and USA Today.