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One of Tiburon's most popular services is its half-day market seminar offering. Tiburon market seminars provide clients with quick, yet thorough understandings of industry dynamics and leading players in growing markets. Tiburon market seminars are a great way to kick-off board meetings, management team offsites, and sales meetings. This release provides an overview of Tiburon market seminars and provides directions for scheduling seminars
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Introduction
Tiburon Managing Principal Chip Roame delivers a shortened version of Tiburon's signature Future of Advice seminar to attendees at Tiburon's CEO Summit VII |
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Tiburon Strategic Advisors is a market research & strategy consulting firm serving the brokerage and investment management industry. Due to the depth of its existing written industry knowledge (150,000+ PowerPoint charts and graphs organized in to 70 leading industry topics), Tiburon is able to deliver detailed presentations on a wide range of products and markets within the brokerage and investment management marketplace without significant preparation. As a result, Tiburon Market Seminars have become ideal for clients who need quick and yet thorough understandings of industry dynamics and leading players in growing markets. This is also an ideal low-cost method for new Tiburon clients to tap into the firm's years of industry experience and prior research efforts.
Specifically, Tiburon executives have been engaged by many firms to deliver presentations and lead brainstorming sessions with boards of directors, senior management teams, venture capital teams, sales teams, and other groups. Similarly, post-mergers or promotions, Tiburon Market Seminars can be used to kick-start new efforts. Some Tiburon clients then develop their own strategies; others engage Tiburon for further research and strategy work. In any case, this is a great place to start; there is no reason to engage a consulting firm and wait months for them to catch up to one's existing knowledge!
Recent Tiburon Market Seminars
Tiburon has recently been engaged for market seminars on a variety of hot topics, including the future of advice, separately managed accounts & other fee-account programs, exchange traded funds, hedge funds, and the wealth management businesses.
Available Tiburon Market Seminars
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Broad Industry Reports & Strategic Conclusions
Seminars |
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Product Segment
Seminars |
Market Segment
Seminars |
Advisor Issue Seminars
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Captive Advisor Channels Seminars
Independent
Institutional Channels Seminars
International
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Broad Industry Strategic
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Financial Products Seminars
Wealth Management Services Seminars
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Scheduling Tiburon Market Seminars
A typical Tiburon Market Seminar lasts two to six hours (depending on the client's needs) and can include 100-300+ pages of analyses regarding chosen markets. Market Seminars cost $15,000-$20,000 plus travel expenses for two. Market Seminars can be scheduled by contacting Brian Cotter at BCotter@TiburonAdvisors.Com or 415-789-2546.
More Information
Click the links below for more information:
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Related Links |
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Tiburon Strategic Advisors
Tiburon Strategic, based in Tiburon, CA, was formed in 1998 to offer market research & strategy consulting services to all types of financial institutions and investment managers:
- The firm has served almost 300 corporate clients and completed almost 1,000 projects since its founding, and today, its knowledge base includes mutual fund distribution, separately managed account programs, alternative investments, wealth management, insurance products, banking services, the fee-only financial advisor market, the CPA firm market, the family office market, and various international markets.
- Tiburon holds a series of CEO Summits semi-annually for its executive-level clients. The next CEO Summit is scheduled for April 18-19, 2007 at the Ritz Carlton Hotel in San Francisco, CA. Fall 2007 and 2008-2009 dates are October 9-10, 2007 (San Francisco, CA), April 10-11, 2008 (New York, NY), October 14-15, 2008 (San Francisco, CA), April 9-10, 2009 (New York, NY), and October 7-8, 2009 (San Francisco, CA). Attendance is by invitation only and attendance at each Summit is limited to 100 senior industry executives. Visit the CEO Summits section of Tiburon's web site for details on current and past CEO Summits, including attendee lists, meeting agendas, and highlights. Please contact Tiburon’s Managing Principal Chip Roame at CRoame@TiburonAdvisors.Com or (415) 789-2541 if you are a Tiburon client and have an interest in attending a future Tiburon CEO Summit.
- Tiburon offers thirteen online business benchmarking tools that are available to all types of financial advisors in an effort to help them benchmark their business practices and build more successful businesses. The sites include www.BrokerBestPractice.Com for wirehouse & regional brokers, www.FABestPractices.Com for fee-only financial advisors, www.IndependentRepBestPractices.Com for independent reps, and www.PrivateBankerBestPractices.Com for private bankers. Almost 5,000 advisors have used these tools. By completing one of the online surveys, financial advisors can access a FREE copy of the relevant comprehensive Tiburon research report, which summarizes and analyzes the collective results.
- Tiburon has published twenty-six ~300-400+ page research reports, which offer detailed analyses of growing business segments; each is available for $5,000; these reports can be ordered by contacting Brian Cotter at BCotter@TiburonAdvisors.Com or (415) 789-2546.
- Tiburon’s weekly research releases, like this one, are emailed for free to interested industry executives, media representatives, conference planners, and individual financial advisors. Over 40,000 industry executives now receive these releases. Feel free to sign up to receive future research releases at Tiburon’s web site (www.TiburonAdvisors.Com) if this release was passed to you by a colleague and you would like to receive them directly in the future.
- Tiburon plans to expand its workforce in 2007. New research managers will develop proprietary research content for Tiburon research reports and client projects and new marketing managers will enhance the firm's web site, weekly research releases program, and the firm's relationships with media representatives, conference planners, and its clients & executive program members. The firm is also seeking to add principal candidates and possibly a chief consulting officer in 2007.
- Tiburon has built three executive programs (CEOs-in-Residence, Financial Advisor Roundtable, and Consulting Fellows) in an effort to bring the experiences of additional senior level industry executives to Tiburon clients. Feel free to contact any of the members of Tiburon’s executive programs directly or ask that they be included in any ongoing Tiburon project.
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