Tiburon Conference Speeches

Tiburon executives have given hundreds of speeches to both financial industry executives and financial advisors. Conference speeches can be scheduled by contacting Sarah Sage at SSage@TiburonAdvisors.Com or 415-789-2540.

Common audiences for Tiburon speakers include:

  • Board meetings
  • Executive offsites
  • Employee meetings
  • National & regional trade group meetings
  • Financial advisor annual conferences, top producers trips, regional forums, & due diligence trips.

Tiburon Managing Principal Chip Roame

Tiburon's most popular speaker is its Managing Principal Chip Roame, who is dedicated to sharing the firm's research and who gives about seventy-five speeches per year, possibly making him the most frequent conference speaker in the industry.

Tiburon Other Principals

Tiburon's other principals can also deliver speeches leveraging Tiburon research materials.

Tiburon Research Managers

Tiburon Managing Principal Chip Roame delivers highlights of Tiburon's signature keynote speech The Future of the Advice Industry

Tiburon's research managers are also highly demanded speakers for smaller conferences, panel discussions, and more detailed topics. Each Tiburon research manager has focused on specific areas of research, has published research reports & been widely quoted, and can offer detailed insights to conference attendees.

Tiburon Conference Speech Examples

Tiburon plans to periodically post example speeches here. Please click the video to the right to hear Tiburon's Managing Principal Chip Roame comment during his Tiburon CEO Summit XIV keynote opening presentation on the dominate financial services products.

Tiburon plans to also periodically post conference presentations here. Please click the link below to access Tiburon's Future of Advice PowerPoint presentation from Tiburon CEO Summit XIV:

Managing Principal Chip Roame delivers Tiburon's signature keynote speech The Future of the Advice to a group of fee-based financial advisors at a recent TD Ameritrade conference

Tiburon Conference Speech Topics

Tiburon conference speeches are continuously updated and share insights from the firm's ongoing research efforts (Tiburon has no canned speeches). The firm's most popular speech topics evolve with market trends and Tiburon's research agenda. At any given time, Tiburon usually has 15-20 topics that are in high-demand and for which the firm has recently completed research. Tiburon Managing Principal Chip Roame is regularly engaged for opening keynote presentations on:

No other industry executive likely has as broad a view of the key developments across the industry, and many conference planners find The Future of the Advice topic to be the perfect starting point for their conferences year-after-year. Other currently popular Tiburon speech topics are listed on Tiburon's research report we page. Material for all of these topics comes from recent Tiburon research efforts; many firms have Tiburon executives back every year for updated presentations.

The paragraphs below provide summaries of potential speaking topics and the printer icons provide the outline of recent related Tiburon research reports.

This list provides a synopsis of some of the most popular requests Tiburon receives for conference speeches. Any topic would provide timely research-based conclusions and Tiburon is also willing to merge and custom-design topics to fit specific needs. You may also be interested in the related pages titled Tiburon's Upcoming Speaking Engagements and Prior Speaking Engagements. Or, if you would like to schedule a conference speech, please contact Sarah Sage at SSage@TiburonAdvisors.Com or 415-789-2540.

Tiburon Conference Speech Details & Fees

Tiburon Managing Principal Chip Roame delivers highlights on Mutual Funds from Tiburon's signature keynote speech The Future of the Advice Industry to attendees at Tiburon CEO Summit XVIII

A typical Tiburon speech lasts from one-to-two hours and is supported by 40-60+ PowerPoint slides. Tiburon is happy to share its slides with audience members. Speeches are billed at the day rate of the lead Tiburon consultant who delivers the speech. Speaking fees are $20,000-$25,000 for Tiburon's managing principal, $7,500-$10,000 for its other principals, and $3,500-$5,000 for its research managers, plus travel expenses for two. Sometimes two Tiburon consultants attend speeches to manage logistics and deliver the highest quality content; other times, Tiburon speakers invite companions to make required work travel less burdensome.

Trade Group & Discount Policy

Tiburon's principals and research managers are in high demand for conference speeches, so the firm does not discount its fees except in unusual circumstances. By far, the most prevalent example of Tiburon discounting is when its principals & research managers speak for non-profit organizations. Tiburon recognizes the limited funds of non-profit trade groups and wants to contribute to the industry. As an effort in this regard, Tiburon is willing to waive its traditional speaking fees and deliver non-profit trade group speeches for any stipend (for instance, stipends have ranged from $500 to $10,000 for Tiburon's managing principal), plus travel expenses as described elsewhere on this page. Alternatively, many trade groups find members to sponsor Tiburon's speeches at its regular fees. Unfortunately, Tiburon must decline speech requests if travel expenses cannot be covered in their entirety along with at least some stipend.

The only other examples of discounting are when Tiburon principals or research managers are engaged to speak on the same topic multiple times over a series of days (saves Tiburon preparation time) and/or when engaged to speak on the same day on different topics (saves Tiburon travel time).

Speakers Bureau Policy

Tiburon Managing Principal Chip Roame delivers highlights on Fee-Accounts from Tiburon's signature keynote speech The Future of the Advice Industry to attendees at Tiburon CEO Summit XIV

Tiburon is flattered by the attention from dozens of speakers bureaus that have sought to represent its managing principal, consulting fellows, and research managers as speakers. That said, the firm has not found that it saves much in the way of preparation in such instances. As a result, Tiburon's speakers bureau policy is that it needs to net the greater of the minimum fee for each specific speaker (e.g., $20,000 for Tiburon's managing principal) or 75% of the amount charged to the ultimate client, along with travel expenses as described elsewhere on this page.

Cancellation Policy

Due to a few late cancellations after materials had been prepared or other speeches passed upon, Tiburon has been forced to create a cancellation policy which goes into effect as soon as a date is held for a conference.  Any speech cancelled after holding a date, will be billed at the entire speaking fee plus any pre-booked travel expenses.

Travel Policy

Tiburon's principals & their companions fly first class (business class when available on entire route) and its research and market managers fly coach class primarily from San Francisco, CA.

Tiburon Conference Speech Highlights

Tiburon Managing Principal Chip Roame delivers highlights on product shifts in the financial services industry from Tiburon's signature keynote speech The Future of the Advice Industry

Tiburon Managing Principal Chip Roame delivers highlights on shifts in financial services channels from Tiburon's signature keynote speech The Future of the Advice Industry

Tiburon Managing Principal Chip Roame delivers data on the high net worth market from Tiburon's signature keynote speech The Future of the Advice Industry

Tiburon Managing Principal Chip Roame delivers highlights on the RIA Market from Tiburon's signature keynote speech The Future of the Advice Industry