September 22, 2017

Tiburon Research Call:
The Future of Wealth Management:
September 28, 2017

Tiburon is pleased to announce that the next Tiburon Research Call will be on The Future of Wealth Management. It will be held Thursday, September 28, 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 calendar, please 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:
Consumer Wealth & Baby Boomers:
September 14, 2017

Tiburon is pleased to provide Tiburon CEO Summit sponsor and Tiburon member employees that missed this week's Tiburon Research Call on Consumer Wealth & Baby Boomers with access to 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 Tiburon Research Calls, please email Sarah Sage.


Tiburon CEO Summit XXXIII:
October 9-11, 2017

Tiburon is pleased to announce the upcoming Tiburon CEO Summit XXXIII will be held on October 9-11, 2017, at the Ritz Carlton Hotel in San Francisco, CA. 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 CEO-level speakers discussing the industry's biggest topics.

If you are a CEO, other 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 CEO, other 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 Tiburon CEO Summit XXXIII, please email Sarah Sage.


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

Tiburon Managing Partner Chip Roame and Tiburon clients Scott Hanson (Co-CEO, Hanson McClain) & 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. The group will partner with an organization that has been building homes for the homeless in Mexico for over twenty years, which believes that in two days, you can make a lifetime impact for a family. For more information, please email 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. Tiburon Impact Adventure 1.0 raised over $100,000 for the construction of a fifth through eighth grade classroom building in the village of Adami Tulu, and the group hopes to complete fundraising & start construction in 2018. To learn about 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 Tiburon Impact Adventures, please email Scott Hanson (Co-CEO, Hanson McClain).


Skip & Chip's Excellent Adventure 7.0:
South Central Alaska, August 5-9, 2018

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 on August 5-9, 2018 to South Central Alaska. On the surrounding days, the group will kayak & mountain bike in Alyeska, the Lost Lake Trail, & Seward, Alaska. For more information, please email Skip Schweiss (President, TD Ameritrade Trust Company).

Skip & Chip's Execellent Adventure 6.0 was co-led by Tiburon Managing Partner Chip Roame and Tiburon client Skip Schweiss (President, TD Ameritrade Trust Company) on July 9-13, 2017 in Kauai. While on Skip & Chip's Excellent Adventure 6.0, the group hiked the Kalalau Trail in-and-out for a total of 22 miles & kayaked the seventeen miles along the Napali Coast. To view the Skip & Chip's Excellent Adventure 6.0 photo gallery, please click here. To read Skip Schweiss's article reviewing Skip & Chip's Excellent Adventure 6.0 at RIA Biz, please click here. To learn about the results of Skip & Chip's Excellent Adventure 6.0, please email Alex Potts (CEO, Loring Ward Group).

Skip & Chip's Excellent Adventure 7.0 will be the seventh in the series of adventures, in which participants have reached the tops of Mount Whitney & Mount Shasta, traversed the Grand Canyon, summited Half Dome in Yosemite, and completed both the Kalalau Trail in Kauai & the Four Pass Loop outside of Aspen, CO. The annual outing combines a challenging outdoor adventure with a fun weekend together. If you are interested in the Skip & Chip's Excellent Adventures generally, would like to propose a future Excellent Adventure, and/or would like to inquire about taking part in a future Excellent Adventure, please email Skip Schweiss (President, TD Ameritrade Trust Company).


Tiburon Written Research:

Consumer Wealth:
The Unequal 2011-2017 Economic Recovery & the Percevied Baby Boomer Retirement Crisis

Tiburon is pleased to highlight its research on Consumer Wealth. The purpose of this research is to provide readers with a comprehensive understanding of the vast amount of consumer wealth, consumers' financial concerns & savings goals, the perceived baby boomer retirement crisis, the impacts of the 2008-2011 declines in both the stock markets and home equity, and the current status of the unequal 2011-2017 recovery. This research is part of Tiburon's coverage of key driving factors.

This research starts with the historical account of the evolution of consumer wealth, including these phases: emergence phase; rapid growth phase; & re-set phase.

This research outlines the numbers of consumers & consumer households, summarizes their financial concerns & savings goals, and analyzes the case made for Baby Boomers' continuing retirement crisis, including concentration of consumer wealth; decline in pension plans & retiree benefits; social security & medicare challenges; depressed savings rate; lack of significant World War II generation wealth transfer; longer life expectancies; increased health care costs.

This research highlights consumer wealth facts & figures based on the key data from the Federal Reserve's flow-of-funds report, including investable assets; financial assets; assets; liabilities; net worth.

The research concludes with several predictions for consumer wealth, including growth in the number of consumers & consumer households; consistent financial concerns & savings goals; increased consumer savings rate; growth in consumer wealth; delayed retirements; focus on retirement income & retirement paychecks; focus on longevity planning; & baby boomers liquidations.

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:

Hanson McClain Group: A Sacramento, CA Financial Advisory Firm with Strengths in Marketing & Operational Processes

Tiburon is pleased to highlight its research on Hanson McClain Group. Hanson McClain Group was founded as Hanson McClain by Scott Hanson & Pat McClain in 1993 and is based in Sacramento, CA. The firm has 50 employees. Hanson McClain Group is led by its Co-CEOs Scott Hanson & Pat McClain and President Steve Burnett.

Hanson McClain Group's comprehensive Power Point deck below includes a synopsis of its history, including its key phases: Hanson McClain Advisors phase; Hanson McClain Retirement Network expansion phase; & business institutionalization phase. Its profile includes the key statistics of the firm, including its number of employees, revenues, expenses, & net profits.

Its profile includes detailed outlines of its core businesses: Hanson McClain Advisors; Hanson McClain Retirement Network; & Pathway Strategic Advisors. 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 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

Tiburon is pleased to provide all employees at Tiburon CEO Summit sponsors & Tiburon members with access to Tiburon Research Calls led weekly or bi-weekly by Tiburon Managing Partner Chip Roame. To listen to recent Tiburon Research 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

Tiburon is pleased to provide all employees at Tiburon CEO Summit sponsors & Tiburon members with access to Tiburon's Written Research library of 1,900+ topics and profiles. To access Tiburon 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 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.


Tiburon Media Coverage

Tiburon was quoted recently in InsuranceNewsNet.Com's article titled Annuities Solve Two Consumer Wealth Challenges; Analysts. The article said a focus on generating income in retirement and planning for the risk of living too long are among the trends that will define the future of consumer wealth, a consultant who tracks the financial advisor market said last week. The article quotes Tiburon saying if you are the single household that lives to 95, the average doesn’t matter much to you, you’re out of money for eight years; we need more products for that – that’s longevity planning.

Tiburon executives have been quoted quite extensively throughout the industry and general media. A list and brief synopsis of those articles that the Tiburon staff has been able to locate (Tiburon accepts that there are probably hundreds of other quotes circulating) can be found at the link below. These short summaries are intended to help prospective Tiburon clients, conference planners, and media representatives understand Tiburon's views on a wide variety of issues throughout the financial services industry. If you are a media representative interested in covering Tiburon, please email Sarah Sage.