June 23, 2017

Tiburon Managing Partner Chip Roame's
Two Keynote Presentations at
Tiburon CEO Summit XXXIII

Tiburon Strategic Advisors and its Managing Partner Chip Roame are pleased to announce that Mr. Roame will be presentating two keynote presentations at the upcoming Tiburon CEO Summit XXXIII, which will be held on October 9-11, 2017, at the Ritz Carlton Hotel in San Francisco, CA. Mr. Roame's day #1 keynote presentation will focus on the top ten wealth management industry trends & ten potential disruptors. Mr. Roame's day #2 keynote presentation will focus on wealth management industry strategic activity. Tiburon CEO Summits provide a unique opportunity for leaders from throughout the financial services industry to gather to collaborate & candidly discuss the future of the industry. Attendees will enjoy over 40 speakers discussing the industry's most important strategic issues.

If you are a C-level executive, executive vice president, or partner at a Tiburon CEO Summit sponsor or Tiburon member and would like to participate in Tiburon CEO Summit XXXIII, please email Tiburon's Managing Partner Chip Roame. If you are a C-level executive, executive vice president, or partner at a firm that is not yet a Tiburon CEO Summit sponsor or Tiburon member and interested in becoming a Tiburon client to attend, please email Sarah Sage.


Tiburon Research Call:
Financial Advisor Channels

Tiburon Strategic Advisors and its Managing Partner Chip Roame are pleased to announce that the next Tiburon Research Call will be on Financial Advisor Channels. It will be held Thursday, July 6, 2017 at 10:00am PT. All employees from Tiburon CEO Summit sponsors and Tiburon members, as well as media representatives who cover Tiburon Research, are invited to join this call with Tiburon Managing Partner Chip Roame. This is one of over 40 Tiburon Research Calls set for this year. To see the full Tiburon Research Calls schedule, click here.

If you are an employee at a Tiburon CEO Summit sponsor or Tiburon member and would like to listen to this call, please email Lupita Uribe to RSVP. If you are an employee at a firm that is not yet a Tiburon CEO Summit sponsor or Tiburon member and would like to become a Tiburon client to obtain access to Tiburon Research Calls, please email Sarah Sage.


Prior Tiburon Research Call:
Independent Advisors

Employees at Tiburon CEO Summit sponsors and Tiburon members that missed this week's Independent Advisors Tiburon Research Call led by Tiburon Managing Partner Chip Roame can access the recording on the Tiburon web site by clicking the link below and loging in with one's username & password.

If you are an employee at a Tiburon CEO Summit sponsor or Tiburon member and need your username & password to access this Tiburon Research Call, please email Lupita Uribe. If you are an employee at a firm that is not yet a Tiburon CEO Summit sponsor or Tiburon member and would like to become a Tiburon client to obtain access to this Tiburon Research Call, please email Sarah Sage.


Skip & Chip's Excellent Adventure 6.0:
Kauai, July 9-13, 2017

Tiburon Managing Partner Chip Roame and Tiburon client Skip Schweiss (President, TD Ameritrade Trust Company) will co-lead the annual Skip & Chip’s Excellent Adventure July 9-13, 2017 to Kauai. On July 9th the group will hike the Kalalau Trail in-and-out for a total of 22 miles. On July 11th the group will kayak the seventeen miles along the Napali Coast.

This will be the sixth in the series, in which participants have reached the tops of Mount Whitney & Mount Shasta, traversed the Grand Canyon, summited Half Dome in Yosemite, and completed the Four Pass Loop outside of Aspen, CO. The annual outing combines a challenging outdoor adventure with a fun weekend together. For more information, please email Skip Schweiss (President, TD Ameritrade Trust Company).


Tiburon Impact Adventure 2.0:
Mexico, January 27-28, 2018

Tiburon Managing Partner Chip Roame and Tiburon clients Scott Hanson (Co-CEO, Hanson McClain), Aaron Klein (CEO, Riskalyze), & Craig Wietz (President, First Rate) will lead Tiburon Impact Adventure 2.0 to build houses in San Antonio Del Mar, Mexico on January 27-28, 2018. For more information, please contact Craig Wietz (President, First Rate).

Tiburon Impact Adventure 1.0 was led by Tiburon Managing Partner Chip Roame and Tiburon clients Ben Cukier (Managing Partner, Centana Growth Partners), Scott Hanson (Co-CEO, Hanson McClain), & Aaron Klein (CEO, Riskalyze) in Ethiopia on January 15-18, 2017. While on the Tiburon Impact Adventure, the group spent a couple of days on-site at an Ethiopian school, as well as in Addis Ababa. If you are interested in the results of Tiburon Impact Adventure 1.0, please email Aaron Klein (CEO, Riskalyze).

Tiburon Impact Adventures are intended to connect first world finance with developing world needs. If you are interested in the Tiburon Impact Adventures generally, would like to propose a future Tiburon Impact Adventure, and/or in wish to inquire about taking part in future Impact Adventures, please email Scott Hanson (Co-CEO, Hanson McClain).


Tiburon Written Research:

Full-Service Brokerage Firms:
An Industry Under Threat?

Tiburon Strategic Advisors is pleased to highlight its research on Full-Service Brokerage Firms. The purpose of this research is to provide readers with an initial understanding of the wirehouses & regional broker/dealers, a market that has been both rapidly evolving and consolidating. Tiburon has a separate research topic that addresses the investment banking business (corporate finance; mergers & acquisitions advice; institutional sales & trading). This research specifically focused on the private client businesses of these firms. Tiburon also has separate research topics that address independent broker/dealers and discount & online brokerage firms. This research addresses the four historical phases of the full-service brokerage firms industry, including its historical phase; growth phase; discount brokerage firms competition phase; & independent advisors competition phase.

This research defines two distinct market segments, including wirehouse firms & regional broker/dealers. This research outlines five key service providers to the full-service brokerage firms industry, including mutual fund companies & other traditional product companies; fee-accounts, TAMPs, & separate account managers; exchange traded funds, hedge funds, & other investment product companies; wealth management & family office service product companies; & technology companies & other key vendors.

And this research makes the following future predictions for the full-service brokerage firms industry, including lack of growth in sale forces; repositioning of core offers; custom recruiting & compensation strategies and transformational business models emerging; and a steady flow of break-away brokers.

If you are an employee at a Tiburon CEO Summit sponsor or Tiburon member and need your username & password to access Tiburon's Written Research, please email Lupita Uribe. If you are an employee at a firm that is not yet a Tiburon CEO Summit sponsor or Tiburon member and would like to become a Tiburon client to obtain access to Tiburon Written Research, please email Sarah Sage.


Tiburon Written Research:

Laser App Software:
A Forms Automation Company
Utilized by Independent Financial Advisors

Tiburon Strategic Advisors is pleased to highlight its research on Laser App Software. Laser App Software was founded by Ed Beggs in 1995. The firm is based in Ontario, CA and has 33,120 forms, 70 strategic alliances, 340 institutional clients, 100,000 users, & 12.0 million forms downloaded. Laser App Software is led by its CEO Ed Beggs, and is privately owned.

Laser App Software's comprehensive Power Point deck includes a synopsis of its history, including its key phases: early phase; product enhancements phase; maturization phase.

Its profile includes the key statistics of the firm, including its number of employees, forms, strategic alliances, financial advisor clients, users, forms downloaded, revenues, & net profits.

Its profile includes detailed outlines of its core services, including enterprise; web; life; & connect. And its profile concludes with the highlights of its organizational structure & ownership.

If you are an employee at a Tiburon CEO Summit sponsor or Tiburon member and need your username & password to access Tiburon's Written Research, please email Lupita Uribe. If you are an employee at a firm that is not yet a Tiburon CEO Summit sponsor or Tiburon member and would like to become a Tiburon client to obtain access to Tiburon Written Research, please email Sarah Sage.


Recent Tiburon Research Calls

All employees at Tiburon CEO Summit sponsors & Tiburon members have access to Tiburon Research Calls led weekly or bi-weekly by Tiburon Managing Partner Chip Roame. To listen to recent calls, click the link below for your topic of interest, and enter your Tiburon username & password:

If you are an employee at a Tiburon CEO Summit sponsor or Tiburon member and need your username & password to listen to recent Tiburon Research Calls, please email Lupita Uribe. If you are an employee at a firm that is not yet a Tiburon CEO Summit sponsor or Tiburon member and would like to become a Tiburon client to obtain access to Tiburon Research Calls, please email Sarah Sage.


Recently Posted Tiburon Written Research

All employees at Tiburon CEO Summit sponsors & Tiburon members have access to Tiburon's Written Research library of 1,900+ topics and profiles. To access Tiburon's Written Research, click the link below for your topic of interest, and enter your Tiburon username & password:

Topics

Profiles

If you are an employee at a Tiburon CEO Summit sponsor or Tiburon member and need your username & password to access Tiburon's Written Research, please email Lupita Uribe. If you are an employee at a firm that is not yet a Tiburon CEO Summit sponsor or Tiburon member and would like to become a Tiburon client to obtain access to Tiburon Written Research, please email Sarah Sage.


Tiburon Conference Speeches

Tiburon partners have given hundreds of speeches to both financial industry executives and financial advisors. Common audiences for Tiburon partners include board meetings, executive offsites, employee meetings, financial advisor annual conferences, top producers trips, regional forums, & due diligence trips; and national & regional trade group meetings. Tiburon partners have all been widely quoted & can offer detailed insights to conference attendees. The firm's most popular speech topics evolve with market trends and Tiburon's research agenda. Any topic would provide timely research-based conclusions and Tiburon is also willing to merge and custom-design topics to fit specific needs. If you would like to schedule a conference speech, please email Sarah Sage.