Episode 169

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Published on:

14th May 2026

Peter Tiboris on Building a $4 Billion Firm

Peter Tiboris helps us explore the mental shift from being a strong producer to acting like a CEO who builds a scalable advisory firm. Peter shared with us how to dig into hiring ahead of the numbers, staying relentless on prospecting, and using vision and values to grow Park Avenue Capital into a multi-billion-dollar organization.

Key topics discussed in this episode:

• The difference between a successful advisor and a true entrepreneur

• What changes when a practice becomes a firm

• Hiring the right person first and solving payroll after

• Prospecting as the foundation that supports risk and growth

• Growing as a leader by balancing directness with empathy

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About Peter

Peter Tiboris began his career with Northwestern Mutual in 2002 and has grown into one of the top advisors and firm leaders in the industry. He is the co-founder of Park Avenue Capital, one of the largest ensembles at Northwestern Mutual, built through both organic growth and strategic succession partnerships.

Peter has been recognized as a Barron’s Top 1200 Advisor and Forbes Best in State Advisor, and ranks among the top advisors in Northwestern Mutual history for career insurance production. He is known for his long-term vision, relationship-driven growth strategy, and ability to build through people.

In this episode, Peter shares his perspective on scaling a firm, reinvesting into growth, building leadership infrastructure, and the mindset required to pursue a bold vision.

Connect with Peter

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About Kristin Burke

Kristin Burke works with financial advisors and leaders in financial services who are building and scaling firms. She helps them lead more effectively, develop their team, and execute consistently on the priorities that drive growth.

Work with Kristin

If you are building a firm and want a strategic partner to help you think through leadership, team development, and execution, you can learn more about working with Kristin here:

Website

Connect on LinkedIn

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About the Podcast

Elite Achievement
A leadership and execution podcast for financial advisors and firm leaders
Elite Achievement with Kristin Burke

You’re a financial advisor. Your calendar is booked with back-to-back client meetings. You have a vision to grow your firm. You’re not sure if you have the right team in place. You’re holding on to work you know you should be delegating. You want to spend more time doing complex planning and working with your best clients, but you’re still trying to deliver for every client in your book.

At the end of the day, you’re still the one driving the revenue.

Or…

You’re leading a team of financial advisors or a firm. You’re responsible for growth, but don’t produce the results yourself. They come through the people you recruit, develop, and retain. And many of them aren’t traditional employees, which means you’re leading as much through influence as you are through expectations and accountability.

Your calendar is full, but your time doesn’t always feel well spent. You start the day with a plan, and it quickly shifts as people come to you with questions, challenges, and decisions that need your input.

You’re constantly balancing competing priorities. Attracting and bringing in new talent. Launching and developing new financial advisors. Supporting career advisors as they continue to grow. Having difficult conversations when someone isn’t performing. Protecting the culture and keeping everyone aligned to the vision.

At the end of the day, you’re still accountable for the results.

Different roles. Same challenges.

How do you create clarity around your vision and get others aligned to it?

How do you focus on the right priorities when everything feels important?

How do you develop people and hold a high standard of performance?

How do you lead effectively while still driving results?

This is the work of Elite Achievement.

A leadership and execution podcast for financial advisors and firm leaders who are building and scaling a firm and being challenged to lead at a higher level as success becomes less about your individual effort and more about how you lead.

Kristin Burke brings over 20 years of industry experience and works closely with financial advisors and firm leaders as they build firms, develop people, and navigate the challenges that come with growth.

Elite Achievement is about setting a bold vision, executing consistently, and becoming the kind of leader capable of building a legacy.