Client Access
Tiburon Services
Contact Tiburon
Attendee Access
Tiburon CEO Summits
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Tiburon Research Release September 2, 2010
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Tiburon CEO Summit Release
Tiburon CEO Confirmed Attendees
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Tiburon sends invitations to its semi-annual CEO Summits exclusively to the C-level executives, executive vice presidents, & other business heads at its 300+ corporate clients. By observing rigorous seniority requirements, Tiburon has been able to keep discussions focused on CEO-level issues. And by specifically attempting to limit CEO Summits to 150 client attendees, Tiburon has managed to cultivate an open forum for spirited debates about broad industry trends. Tiburon is pleased to announce that the following Tiburon clients have already confirmed their attendance for Tiburon CEO Summit XIX. If you are a client and interested in attending, or if you are a not a client and would like to learn more about how to attend, please... More.
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Tiburon CEO Summits News
Tiburon's CEO Summits provide a unique opportunity for a select cross-industry group of senior executives to discuss a broad swath of issues regarding the future of the banking, brokerage, investments, insurance, advice, & wealth management businesses. Tiburon's CEO Summits likely provide the only true forum where financial services industry CEOs from across traditional industry silos gather to discuss business opportunities. The list of business relationships resulting from prior Tiburon CEO Summits is impressive.
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Upcoming
CEO Summit XIX
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Prior
CEO Summits
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Attendees of past CEO Summits (I-XVIII) may email Sarah Sage or call 415-789-2540 to inquire about access to past CEO Summit presentations, joining the upcoming Tiburon CEO Summit XIX attendee group, or learning about initiatives for upcoming CEO Summits.
If you have not attended a past Tiburon CEO Summit and would like to know if your firm is a Tiburon client and whether you are eligible to attend, please click here. If your firm is not already a Tiburon client and you would like to earn your senior executives invitations to the upcoming Tiburon CEO Summit XIX, please click here.
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Tiburon Research Release
The Future of Advice:
Defining the Winning Product, Channel, & Tactical
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Click here or on the image above to see the table of contents for this research report
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The purpose of this report is to provide readers with a comprehensive understanding of the future of the brokerage, investments, private banking, & wealth management markets. In short, this report defines the future of advice. The report begins by addressing the key driving factors of firm valuations, natural disasters, corporate scandals, financial services industry stumbles, the economy & markets, consumer & institutional wealth, the presidential & congressional elections and the resulting legislative & regulatory agenda, and world affairs. The report then outlines the four types of financial products & services, including investable assets, lending services, insurance products, & wealth management, with a focus on five keys for product delivery in the future - fee-accounts, ETFs & indexing, alternative investments, wealth management services, & family office services. The report continues with an overview of the four core markets & distribution channels, including direct distribution, financial advisor channels, institutional markets, & international markets, with a focus on the likely winning markets & distribution channels (namely discount brokers and fee-based financial advisors). The report also addresses five winning tactics, including defining target markets, developing sales & marketing strategies, developing appropriate staffing & compensation models, developing winning firm cultures, and leveraging technology. And the report concludes with some predictions on key strategic issues in the financial services industry, including venture capital, private equity, and mergers & acquisitions opportunities, and a synopsis of key strategic advisors. This is the second draft of Tiburon’s research on this topic.
Tiburon’s first draft of this report was published in 2005; that draft consolidated prior Tiburon research into one report by pulling a select number of slides from each underlying Tiburon research report.
This is Tiburon’s second draft of this report; this draft refines the report’s structure to include its own evolution & predictions chapters, shifts the report in format to incorporate the executive summaries of the six underlying Tiburon research reports, includes the updated executive summaries of three of those reports (Products & Services; Strategic Conclusions; & Strategic Advisors), & incorporates an appendix of some leading financial services firms.
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Client Access
Tiburon 2010 Research Report Access Program subscribers may click on any of the icons below to access any part of this research report.
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Public Access
Please click on the Table of Contents icon below to see more detail of this research report.
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Media Access
Members of the media who would like further access to the components of this research report may click on the icon below or send an email to Sarah Sage.
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Research Report Excel Data Sheet
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Research Manager Pod Cast
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Tiburon Research Report News
Tiburon releases one new research report each week. Click on the links below to read summaries of recently released Tiburon research reports... More
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