Page 25 - Investment Advisor - November 2021
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ILLUSTRATIONS BY DANIEL HERTZBERG
employees, the need for dedicated leadership, not just manage- tions and the programs, products and services that they offer
ment but leadership — meaning those who can inspire, steer, are being recognized as part of the LUMINARIES:
motivate and teach others — is really critical to the business,” Asset/portfolio management firms
Tibergien explained. Broker-dealers
At the same time, there’s “a physical limit to how much time Clearing/custodial firms
that someone has to focus on business growth [in the financial Consulting firms
advice industry] because they are busy with clients, so elevat- Corporate RIAs
ing [business growth] as a discipline” should be seen as a posi- Fintech firms
tive step, he added. The LUMINARIES’ focus on excellence in Partnerships
business growth “really recognizes that we are going through Retirement product companies
another transformation … , which involves taking control of Retirement planning firms
your destiny.” RIA firms/IAR teams
In addition to financial advisors, the following organiza- TAMP platforms & providers
NOVEMBER 2021 INVESTMENT ADVISOR 23
