Tiburon Research Report Access Program


Current Tiburon Research Report Series

At the suggestion of numerous Tiburon clients, Tiburon created a client service allowing unlimited access to all of its research reports for all of a firm's employees for an entire calendar year for only $25,000. This service has helped dozens of Tiburon clients to consolidate their research needs & budgets.

Tiburon's research report series is currently made up of 58 reports (with the potential of another 70+ coming soon as the firm aims to develop a family of 132 core research reports). In other words, Tiburon’s research report writing strategy is to ultimately write and continuously refine a family of research reports covering every substantial financial services industry market segment so that the reports can then serve as a comprehensive library of financial services data, analysis, & opinions for Tiburon clients. Tiburon's Research Report Access Program allows companies to utilize the Tiburon research library web page as their personal industry knowledge library across all of their employees for one fixed cost. Presently, the firm attempts to publish one additional research report each week. Many are simply updates but all lead us closer to our goal of a family of 132 comprehensive reports. We hope to have our comprehensive library built within a year or two. Over time, Tiburon will grow the family of reports, refine the content, make the reports more usable, further the embedded profiles of all Tiburon clients, make the report content more easily searchable, and provide subscribers with usage tracking, all for no additional charge.

Tiburon 2010 Research Report Access Program Key Initiatives

Grow the Family of Research Reports

  • Tiburon RRAP subscribers currently have access to 58 Tiburon research reports. By year-end 2010, we hope to have grown the report family to 90 or more. Tiburon’s strategy is to ultimately write and continuously refine a family of 132 core research reports, covering every substantial financial services industry market segment

Make More Tiburon Content Available Easily

  • Tiburon will soon roll out a new RRAP library web page, allowing RRAP subscribers access to each research report's table of contents, introduction, full report, & even its underlying PowerPoint slides. This should enhance usability substantially, allowing clients to quickly & efficiently access the most highly valued information from any report

Further Tiburon Client Profiles

  • At some point in 2010, Tiburon will seek to enhance clients' profiles which are embedded in one or more Tiburon research reports. Our goal is accurate and timely coverage, especially of Tiburon clients

Tiburon Research Report Search Capabilities

  • Tiburon RRAP subscribers will soon have the ability to search through Tiburon research reports looking for topics of interest such as mutual fund use, break-away brokers, TAMPs, mergers & acquisitions trends, or nearly any other industry phrase. Again, this is intended to make the growing library more useful to all

Tiburon Research Report Library Access Tracking

  • Starting in 2010, each Tiburon RRAP subscriber will be provided a unique password. All client firm employees are welcome under one subscription so they are encouraged to sign up for access. This higher level of security will also allow Tiburon to track and report back on RRAP clients’ employee access

Tiburon Research Report Tables of Contents & Key Findings Examples:

Financial Advisor Sales & Marketing - Released 11/20/09 - This is a very recent Tiburon research report. It has recently been refined to more specifically focus on sales & marketing especially for financial advisors


Table of Contents

Key Findings

Independent Broker/Dealers - Released 1/30/09 - This is one of Tiburon’s best research reports and a top-seller, and is due for re-release in early 2010


Table of Contents

Key Findings

Upscale Channels - Released 12/12/08 - This is an interesting Tiburon research report that focuses on a specialized part of the financial services industry. It is due for re-release in early 2010


Table of Contents

Key Findings

ETFs & Indexing - Released 9/19/08 - This is a good Tiburon research report covering a very hot topic. It is due for re-release in early 2010


Table of Contents

Key Findings

To sign up for Tiburon's 2010 Research Report Access Program or to learn more about Tiburon research reports & Tiburon Strategic Advisors, please contact Sarah Sage at SSage@TiburonAdvisors.Com or 415-789-2540.