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Market Seminars
Specifically, Tiburon executives have been engaged by many firms to deliver presentations and lead brainstorming sessions with boards of directors, senior management teams, venture capital teams, and other groups. Tiburon Market Seminars are a great way to kick-off board meetings, management committee meetings, and sales meetings. Some Tiburon clients then develop their own strategies; others engage Tiburon for further research and strategy work. In any case, this is a great place to start; there is no reason to engage a consulting firm and wait months for them to catch up to one's existing knowledge! A typical Tiburon Market Seminar often lasts two-to-six hours (depending on the client's needs) and can include a 50-300+ page overview regarding the chosen markets. Market Seminars cost $20,000 to $25,000 plus travel expenses for two. Market Seminars can be scheduled by contacting Sarah Sage at SSage@TiburonAdvisors.Com or 415-789-2540. Seminar Topics Tiburon's consultants can conduct market seminars on dozens of topics, can address topics from a variety of angles, and can also combine topics to make longer or broader seminars for clients interested in multiple markets or products. Currently popular market seminar topics are listed below: Descriptions of some of the most highly demanded topics follow, with more detailed outlines attached by clicking on the printer icons, which provide the table of contents of the associated Tiburon research report. Broad Industry Overview Seminars The Future of Advice: Defining the Winning Products, Channels & Tactical Strategies MOST FREQUENT SEMINAR REQUEST!!!
Industry executives need a forum in which to understand the big picture - the key changes taking place across the industry; this seminar is the answer to this need. Tiburon consultants constantly sift through all Tiburon research to gather the most compelling trends and these are presented in this seminar. If given today, Tiburon consultants would address the wide variety of short-term challenges in the market, would highlight the strategies of key competitors, and would address the evolving role of financial advisors. Specifically, Tiburon speakers would argue that wealth is still substantial in the US and that demographics suggest that the industry should grow rapidly over the decades to come. But the emerging affluent are changing and this will cause advisors and firms to need to change. Key trends to be highlighted include fee-accounts, alternative investments, and wealth management. Depending on the audience, Tiburon speakers can also address the needed changes for advisors or financial services companies more broadly. Who will deliver advice? How will it be delivered? What sales & marketing techniques will work? What technology products will be the key enablers? All of these and other issues can be covered in this broad industry overview seminar. Market seminar facilitated by Tiburon Managing Principal Chip Roame. Consulting Fellow Paul Schaeffer can also be included. Consumer Wealth & Target Markets RECENTLY UPDATED!!!
As the competitive playing field gets more heated, understanding where the money is will be critical. This seminar clarifies the $17.1 trillion of investable assets and $46.5 trillion of total household assets held by the 283 million Americans who live in 108 million households. The seminar highlights consumers' evolving advice needs, segments the consumer market, and profiles leading sales & marketing strategies, with an emphasis on target marketing. Market seminar facilitated by Tiburon Managing Principal Chip Roame. Financial Advisor Roundtable member Tif Joyce and Consulting Fellows Scott MacKillop & Paul Schaeffer can also be included. Corporate Scandals & Industry Stumbles: Which Firms Won and Lost?
The early 2000s have brought numerous corporate scandals and industry stumbles. Eliot Spitzer and other regulators have repeatedly brought questionable practices to light. From the stock analysts scandal to the mutual fund scandal and the insurance scandal, this seminar will reveal which companies stand to win and lose. Market seminar facilitated by Tiburon Managing Principal Chip Roame. Consulting Fellow Julie Allecta can also be included.
Product Segment Seminars Products & Services: State of the Investment & Wealth Management Business
The investment management industry needs a seminar delivered from its perspective and this is it. What are the fastest growing products (e.g., mutual funds, ETFs, separate accounts, and hedge funds)? What are the fastest growing markets (e.g., discount brokers, independent advisors, 401K plans)? This seminar addresses opportunities from the perspective of investment management organizations. Market seminar facilitated by Tiburon Managing Principal Chip Roame. An Initial Overview of the Mutual Funds Industry RECENTLY UPDATED!!!
The $8.5 trillion mutual funds industry deserves an encyclopedic review and this is it. This seminar addresses data flows, trends in product development (e.g., balanced funds, lifestyle funds, socially conscious funds, mutual funds with hedge fund strategies), pricing parameters (e.g., share classes, mutual fund wrap programs), and distribution channels (e.g., wirehouses, mutual fund supermarkets, fee-only financial advisors, independent reps). The seminar can include profiles of all 350 US mutual fund companies. Market seminar facilitated by Tiburon Managing Principal Chip Roame. Financial Advisor Roundtable member Tom Lydon, and Consulting Fellows Julie Allecta, Jim Atkinson, Tim Armour, & Paul Schaeffer can also be included. A Comprehensive Overview of Fee-Accounts, Turnkey Asset Management Programs (TAMPs), & the Booming Separately Managed Accounts Market FREQUENT SEMINAR REQUEST!!! RECENTLY UPDATED!!!
Fee-accounts broadly (and separately managed accounts more narrowly) were introduced in 1978 by EF Hutton, which subsequently became Shearson Lehman and then part of Smith Barney. At the time of their introduction, fee-accounts were quite simple - clients who traditionally paid commissions every time they purchased stocks or bonds would now have money managers who would make the investment decisions and implement them through brokers all wrapped into one fee. The concept caught on and today there are four types of fee-account programs:
But where are the assets and where is the growth? One of these four types of fee-accounts has more assets than the other three combined. Which is it? What is next for fee-account programs? Will separately managed accounts catch on in the independent advisor channels? Will MSPs or UMAs be the home run? Will program sponsors add alternative investment products? Will broader segments of baby boomers adopt separate accounts like they previously did mutual funds? Tiburon has recently completed substantial research on the fee-accounts market and can address it from nearly any angle; this is an excellent seminar for executives at firms building fee-account programs, for advisors building fee-account businesses, and for money managers selling their money management capabilities into these programs. Market seminar facilitated by Tiburon Managing Principal Chip Roame. Consulting Fellows Dennis Clark, Kevin Malone, & Barry Mendelson can also be included. A Comprehensive Overview of the Market-Linked Products Industry, Including Index Separate Accounts, Index Mutual Funds, & Exchange Traded Funds
One of the hottest trends in the industry is exchange traded funds (ETFs) and indexing. Firms such as Barclay's, State Street, and Vanguard are out in front. Other firms like DFA, Rydex, and Pro Funds are developing more advanced products. In any case, exchange traded funds & index funds are hot. This seminar predicts their future. Market seminar facilitated by Tiburon Managing Principal Chip Roame. Financial Advisor Roundtable member Tom Lydon, and Consulting Fellows Tim Armour, Jim Atkinson, & Paul Schaeffer can also be included. A Comprehensive Overview of the Hedge Funds Industry FREQUENT SEMINAR REQUEST!!!
The hedge funds industry weathered numerous storms in the late 1990s, including the closure of several leading firms such as Tiger Management, Long-Term Capital Management, and Soros. However, all the while, hedge funds continued to grow, and an impressive hedge fund-of-funds business emerged. Subsequently, the market volatility of 2000-2003 pointed many firms in the direction of hedge funds and hedge funds grew even quicker. Performance in 2004-2005 has now provided a set-back. Are you struggling with your hedge funds strategy? Do you understand the four key types of hedge funds? Do you need a distribution strategy to serve your high net worth customers' needs? This seminar explains the four types of hedge funds, identifies the leading managers of both hedge funds and funds-of-funds, and outlines successful strategies for distribution into the high net worth market. Market seminar facilitated by Tiburon Managing Principal Chip Roame. Financial Advisor Roundtable member Tom Lydon, and Consulting Fellows Julie Allecta, Tim Armour, Kevin Malone, & Paul Schaeffer can also be included. A Comprehensive Overview of the Venture Capital & Private Equity Industry
Throughout the late 1980s, the private equity funds industry boomed. Who can forget RJR Nabisco and other well-known LBO deals? The monies invested in these LBOs came from what is known as private equity funds. More recently, in the late 1990s, the venture capital industry boomed. Start up companies with limited revenues, and often no products, raised significant funds. These monies came from venture capital funds. In the late 1990s, increasingly both private equity funds and venture capital funds became available to high net worth investors but then the venture capital market fell apart and fund raising slowed significantly. It is now coming back! What is an appropriate offering to deliver to high net worth investors? Who are the leading private equity and venture capital fund firms? How do you build an appropriate product offering for your clientele? This seminar delivers a comprehensive understanding of the private equity and venture capital business. Market seminar facilitated by Tiburon Managing Principal Chip Roame. Financial Advisor Roundtable member Kirk Michie, and Consulting Fellow Julie Allecta can also be included. A Comprehensive Overview of the Real Estate Investments Industry
Real estate is one of the oldest investments in the US. Many American households have the majority of their net worth tied up in their own homes. A few Americans own vacation homes and others own rental properties. But, how does one systematize and institutionalize real estate investing across a client base? A wide variety of products from limited partnerships to real estate investment trusts (REITs) to private funds exist. Some players, like ING, raise substantial funds on a regular basis from both institutional and high net worth investors. Other real estate investments are also utilized in the institutional market; investments such as agricultural land and timberland are often packaged and sold to institutional investors. What are the right products for your clients? What methods of packaging make the most sense? This seminar provides an overview of the real estate investments industry. Market seminar facilitated by Tiburon Managing Principal Chip Roame. Investment Opportunities in the Wine Industry
In the market for alternative investments, none can be much more fun than investing in the wine industry. As the passion of Tiburon's Managing Principal, Tiburon is able to outline ways of investing in this booming market, ranging from vineyard property, to old wines, to wine futures. This seminar will shed new light on investing opportunities in an exciting industry. Market seminar facilitated by Tiburon Managing Principal Chip Roame. Financial Advisor Roundtable member Tif Joyce can also be included. A Comprehensive Overview of the Other Alternative Investments Industries
Dozens of other types of alternative investments exist that may or may not be appropriate for various segments of consumers. Some invest in coins, stamps, art, or even baseball cards. Other financial investments exists as well, including structured settlements, structured debt, and oil & gas limited partnerships. Which of these products are right for your clientele? What methods of packaging make the most sense? This seminar provides a light hearted overview of several other alternative investments industries beyond traditional stocks, bonds, and real estate. Market seminar facilitated by Tiburon Managing Principal Chip Roame. Account Aggregation & Financial/Tax Planning: Delivering Comprehensive Service to Clients
Account aggregation and financial/tax planning is growing in importance as baby boomers age. As baby boomers approach retirement, a comprehensive understanding of their portfolios becomes more important. Both account aggregation and financial/tax planning will become critical. This seminar will summarize the leading-edge strategies. Market seminar facilitated by Tiburon Managing Principal Chip Roame. Insurance Products & Life Risks: Helping Clients Manage Life's Risks Through Health, Disability, Long-Term Care, P&C Insurance, Annuities, & Life Insurance
Life risks are becoming more important as baby boomers age. Disability, long-term care, and life insurance are all key. Annuities are critical. Even umbrella property & casualty insurance policies need to be considered. This speech will highlight the state of the market in addressing these life risks. Market seminar facilitated by Tiburon Managing Principal Chip Roame. Private Banking Services: Essential for Wealth Management?
Private banking services are the third key element of wealth management services. Will clients look to their advisors for lending and deposit services? How about high-end products like mortgages for second and third houses, loans on personal aircraft, and loans to purchase sports teams and small businesses? On the deposits side, will CDs, reverse mortgages, and even online banking be services that clients seek from advisors? This seminar will address the growing private banking business. Market seminar facilitated by Tiburon Managing Principal Chip Roame. Estate Planning & Charitable Giving Through Life Insurance & Trust Accounts RECENTLY UPDATED!!!
The aging of the boomer population and the trend towards wealth management has shined a light on the estate planning & charitable giving market. Common vehicles include life insurance policies and trust accounts. Many new channels, including full-service brokers and independent advisors, are entering these markets. This seminar addresses the aging baby boomer population and its increased focus on wealth management services, estate planning & charitable giving issues, and trust account & life insurance strategies. It also profiles the trust and life insurance offerings of the leading distribution channels, including specific companies, as well as key independent trust companies, life insurance companies, and trust & life insurance trade groups. Market seminar facilitated by Tiburon Managing Principal Chip Roame. Financial Advisor Roundtable member Tif Joyce can also be included. Family Office Services: The New Competitive Playing Field
Family office services is a confusing term, often used to describe a variety of services provided ti high net worth investors. This seminar will address services such as bill pay, tax preparation, and the management of domestic servants, automobiles, and aircraft. Market seminar facilitated by Tiburon Managing Principal Chip Roame. Market Segment Seminars Retail Banks & Investments: The Biggest Potential Competitor?
The Retail banks control nearly 40% of all consumer assets (and have powerful distribution networks) but have long struggled to sold the investments equation This seminar is Tiburon's first effort at codifying the status of this market. Market seminar facilitated by Tiburon Managing Principal Chip Roame Back to the Future: The Re-Emergence of the Online Financial Services Industry
In the late 1990s, the online financial services market was booming; some spoke of online brokerage displacing all full-service stockbrokers. While the first online trade was executed just a decade ago in 1994, the online financial services industry has seen a big run up and a subsequent repositioning. The key question is what happens if the market slowdown of 2000-2005 reverses itself? Will consumers flock back to the web? Will day trading become the US national pastime once again? Or is the basis of the web now more about empowering consumers to track accounts and empowering advisors to serve consumers? What is the difference in strategy between Charles Schwab, Fidelity Investments, E*Trade, and TD Ameritrade? What does the future hold for the online financial services industry? This is an excellent presentation for executives evaluating their online brokerage & investments strategies. Market seminar facilitated by Tiburon Managing Principal Chip Roame. Consulting Fellow Jim Atkinson can also be included. The State of the Full-Service Brokerage Industry: An Industry in Transition
The full-service brokerage industry is evolving quickly. Teams, fee-accounts, and high net worth customers are the buzzwords. But the industry is also steeped in tradition, with over 70,000 brokers and $6 trillion in client assets. What is the real state of the full-service brokerage industry? This seminar analyzes the facts around the success of the wirehouses, regional broker/dealers, and boutique brokerage firms, including product use and profitability. Market seminar facilitated by Tiburon Managing Principal Chip Roame. Consulting Fellow Barry Mendelson can also be included. The independent broker/dealer market is booming; there are now over 100,000 series 7 registered reps who own their own businesses and utilize independent broker/dealers such as LPL, Raymond James, Royal Alliance, and FNIC. This seminar is Tiburon's first effort at codifying the top-down facts in this industry. Highlights include segments of reps, likely new segments of reps, and profiles of leading independent broker/dealers. If your firm desires to serve this booming market, this is a must see. Market seminar facilitated by Tiburon Managing Principal Chip Roame. Consulting Fellow Mitch Vigeveno can also be included. A Synopsis of the Fee-Based Financial Advisors Market: The Fastest Growing Distribution Channel FREQUENT SEMINAR REQUEST!!!
The fee-based financial advisor (RIA) market is booming but is widely misunderstood. The industry includes 19,500 firms managing about $2 trillion. This seminar will codify the top-down facts in this industry. Highlights include segments of advisors, likely new segments of advisors, and profiles of leading custodians. This seminar provides an excellent top-down view of the fee-only financial advisor industry. Market seminar facilitated by Tiburon Managing Principal Chip Roame. Financial Advisor Roundtable member Tom Lydon and Consulting Fellows Jim Atkinson, Dennis Clark, & Mitch Vigeveno can also be included. Life Insurance Agents: The Newest Investment Advisors?
The life insurance agents market is evolving rapidly. Traditional career agents are being spun-off and are expanding their product lines. Producer groups and roll-up strategies are appearing. Other channels are entering the market to sell life insurance. This seminar will address the traditional life insurance agents market. Market seminar facilitated by Tiburon Managing Principal Chip Roame. Property & Casualty Insurance Agents Market: An Opportunity in Middle-Class Investments?
This is Tiburon's first effort at addressing property & casualty insurance agents market. Stay tuned for a summary of this upcoming seminar! Market seminar facilitated by Tiburon Managing Principal Chip Roame. A Synopsis of the CPA Industry & Highlights of their Models for Entering the Investments Business FREQUENT SEMINAR REQUEST!!!
The latest trend in the financial planning & investment management market has been the influx of CPAs, EAs, and other tax professionals entering the business. CPA firms have been pushed by the declining economics of the tax business and the unfavorable press of the audit business. And CPA firms have been pulled by the economic possibilities of serving the financial planning & investment management needs of their existing client bases. Is this a big potential trend? Absolutely! Taking CPAs alone, there are approximately 40,000 firms and 460,000 CPAs. A small minority of these CPAs work at the 20 largest firms. The vast majority work as sole practitioners and at other small firms. How are these firms entering the financial planning & investment management business? Are they registering as reps? Are they becoming RIAs? Do they utilize services of TAMPs? What are the five key models of how CPA firms are entering the business? Which firms have been successful? Which vendors have the best partnering offers? This is a terrific presentation for CPA firms themselves and executives at firms hoping to serve CPA firms. Market seminar facilitated by Tiburon Managing Principal Chip Roame. Financial Advisor Roundtable member Kirk Michie can also be included. Real Estate Agents Market: A Potential Evolving Distribution Channel?
This is Tiburon's first effort at addressing real estate agents markets. Stay tuned for a summary of this upcoming seminar! Market seminar facilitated by Tiburon Managing Principal Chip Roame.
A unique mix of upscale competitors to serve the ultra affluent. These participants include private banks, boutique brokers, separate account managers, sports agents, entertainment managers, investment consultants, and others. All come from different Market seminar facilitated by Tiburon Managing Principal Chip Roame. A Synopsis of the Single- & Multi-Family Family Offices Market
The family office market is very difficult to grasp. The terms has been adopted by many financial advisors. This speech is Tiburon's first effort at sizing up this market. Market seminar facilitated by Tiburon Managing Principal Chip Roame. Workplace Investing (e.g. Defined Contribution Plans, Health Care Insurance, Vision Insurance, Disability Insurance, Long-Term Care Insurance, & Life Insurance)
This is Tiburon's first effort at addressing workplace investing. Stay tuned for a summary of this upcoming seminar! Market seminar facilitated by Tiburon Managing Principal Chip Roame. The Defined Contribution Plans Market: Dying a Slow Death?
The defined contribution plans market is alive and well. With over $3 trillion in assets, baby boomers have pushed this market up in size. Now retirement and IRA rollovers could potentially slow growth. At the same time, some firms are looking to add advisory components to their plans and/or to combine providers of defined contribution plans and defined benefit plans into total outsourcing relationships. This speech will probe this market. Market seminar facilitated by Tiburon Managing Principal Chip Roame. The Defined Benefit Plans Market: The Return?
This is Tiburon's first effort at addressing the defined benefit plans market. Stay tuned for a summary of this upcoming seminar! Market seminar facilitated by Tiburon Managing Principal Chip Roame. Emerging Opportunities in the English-Speaking Countries Markets: The UK & Ireland, Canada, Australia & New Zealand, & South Africa
Many of the English-speaking countries have trends parallel to those in the US, but also many fundamental market differences. This seminar will be Tiburon's first effort at codifying these trends. The key English-speaking markets of the UK & Ireland, Canada, South Africa, and Australia & New Zealand often provide the initial entry point for the international strategies of US financial services firms. This seminar will summarize the developments in each of these markets, with specific comparisons to the US market. Market seminar facilitated by Tiburon Managing Principal Chip Roame. A Profile of the Europe, Middle East, & Africa Markets
The Europe, Middle East, & Africa markets represent challenges for US financial services firms, including multiple languages, currencies, and laws. This seminar is Tiburon's first effort at summarizing the developments in each of these markets, with specific comparisons to the US market. Market seminar facilitated by Tiburon Managing Principal Chip Roame. A Profile of the Asia Pacific Markets
The Asia Pacific markets represent challenges for US financial services firms, including multiple languages, currencies, and laws. This seminar is Tiburon's first effort at summarizing the developments in each of these markets, with specific comparisons to the US market. Market seminar facilitated by Tiburon Managing Principal Chip Roame. Emerging Opportunities in the Latin America Markets: Concentrated Opportunities & Still Substantial Risks
The Latin America markets represent challenges for US financial services firms, including multiple languages, currencies, and laws. This seminar is Tiburon's first effort at summarizing the developments in each of these markets, with specific comparisons to the US market. Market seminar facilitated by Tiburon Managing Principal Chip Roame. Emerging Client Service & Product Building Opportunities in the Offshore Markets
The Offshore markets represent challenges for US financial services firms, including multiple languages, currencies, and laws. This seminar is Tiburon's first effort at summarizing the developments in each of these markets, with specific comparisons to the US market. Market seminar facilitated by Tiburon Managing Principal Chip Roame. Financial Advisor Issue Seminars Building a Business: Financial Advisor Benchmarking & Best Practices FREQUENT SEMINAR REQUEST!!! RECENTLY UPDATED!!!
Dozens of studies exist regarding best practices of financial advisors. Dozens of coaches claim to know the way to run one's business. Tiburon has its own benchmarking tools for advisors. This seminar compares and makes sense of dozens of existing studies. The seminar also includes detailed profiles of over 700 leading financial advisory firms (a wholesaler's bible). Market seminar facilitated by Tiburon Managing Principal Chip Roame. Building a Business: Financial Advisor Sales & Marketing Strategies
FREQUENT SEMINAR REQUEST!!! RECENTLY UPDATED!!! As the competitive playing field gets more heated, understanding key sales & marketing strategies will be critical. This seminar clarifies the $17.1 trillion of investable assets and $46.5 trillion of total household assets held by the 283 million Americans who live in 108 million households. The seminar highlights consumers' evolving advice needs, segments the consumer market, and profiles leading sales & marketing strategies, with an emphasis on target marketing. Market seminar facilitated by Tiburon Managing Principal Chip Roame. Building a Business: Technology Developments in the Financial Services Industry: Implementing Cutting Edge Technology Strategies for Captive & Independent Financial Advisors
Financial advisor technology is getting much more exciting and cumbersome at the same time. Does one need separate financial planning, asset allocation, portfolio management, and contact management systems, or can all of these be rolled into one workstation product? Should web-based technology be used over software? And what about all this time-saving technology we hear about so frequently? This seminar will address all these issues. Market seminar facilitated by Tiburon Managing Principal Chip Roame. Building a Business: A Comprehensive Overview of Succession Planning, Firm Valuations, & the Growing Acquisition Market for Financial Advisors FREQUENT SEMINAR REQUEST!!! RECENTLY UPDATED!!!
The past few years have seen an incredible amount of discussion about succession planning, firm valuations, and the growing acquisition market for the businesses of financial advisors. Tiburon is often asked how many transactions are taking place and the firm has concluded that there is certainly a lot more talk than there is action. But with the aging of the advisor market and the growing amount of competition, action seems to be coming. Tiburon consultants presenting on this trend will address all aspects, starting with a synopsis of the succession planning issue for financial advisors. The presentation will then likely discuss firm valuations, utilizing a host of examples from throughout the industry. Third, Tiburon presenters will leave audience members with the seven key steps to successful transactions. And finally the presentation will discuss the pros and cons of the six leading types of acquirers in the market. This is a terrific value added presentation for leading advisors. Market seminar facilitated by Tiburon Managing Principal Chip Roame. Financial Advisor Roundtable member Tom Lydon can also be included. A Comprehensive Overview of the Product Usage, Business Models, & Best Practices of Bank Brokers
Tiburon introduced ten additional advisors benchmarking tools to join its three long successful tools. A tool dedicated to bank brokers was one of these new tools. Now Tiburon has collected data on dozens of the business practices of these professionals. If your firm desires to serve this booming market, this is a must see. This survey is ongoing and can be found at www.BankBrokerBestPractices.Com. The seminar is appropriate for both vendors and bank brokers themselves. Market seminar facilitated by Tiburon Managing Principal Chip Roame. A Comprehensive Overview of the Product Usage, Business Models, & Best Practices of Brokers & Financial Consultants FREQUENT SEMINAR REQUEST!!!
Tiburon introduced ten additional advisors benchmarking tools to join its three long successful tools. A tool dedicated to wirehouse, regional, and boutique broker/dealer brokers & financial consultants was one of these new tools. Now Tiburon has collected data on dozens of the business practices of these professionals. If your firm desires to serve this booming market, this is a must see. This survey is ongoing and can be found at www.BrokerBestPractices.Com. The seminar is appropriate for both vendors and brokers themselves. Market seminar facilitated by Tiburon Managing Principal Chip Roame. A Comprehensive Overview of the Product Usage, Business Models, & Best Practices of Private Bankers
Tiburon introduced ten additional advisors benchmarking tools to join its three long successful tools. A tool dedicated to private bankers was one of these new tools. Now Tiburon has collected data on dozens of the business practices of these professionals. If your firm desires to serve this booming market, this is a must see. This survey is ongoing and can be found at www.PrivateBankerBestPractices.Com. The seminar is appropriate for both vendors and private bankers themselves. Market seminar facilitated by Tiburon Managing Principal Chip Roame. A Comprehensive Overview of the Product Usage, Business Models, & Best Practices of Independent Reps FREQUENT SEMINAR REQUEST!!!
The independent broker/dealer market is booming; there are now over 70,000 series 7 registered reps who own their own businesses and utilize independent broker/dealers such as LPL, FNIC, Raymond James, & Royal Alliance, and sell primarily commission mutual funds and variable annuities (along with some TAMP program services). But who are these independent reps? What products and services do independent reps offer? What broker/dealers and technology do they use? How do they market to their clients? How do the most successful advisors distinguish themselves? This seminar explains the demographics of this market, the behaviors of the leading practitioners, and strategies for vendors to better serve this market. The presentation is based on data collected from over 1,800 independent reps at Tiburon's benchmarking site for independent reps - www.IndependentRepBestPractices.Com - and is appropriate for both vendors and reps themselves. Market seminar facilitated by Tiburon Managing Principal Chip Roame. Financial Advisor Roundtable member Tif Joyce, and Consulting Fellow Mitch Vigeveno can also be included. A Comprehensive Overview of the Product Usage, Business Models, & Best Practices of Fee-Based Financial Advisors FREQUENT SEMINAR REQUEST!!!
The fee-based advisor industry may be the most impressive growth story of the past decade. A group of unbranded solo practitioners with a model of fee-based investing has grown to 19,500 in number and over $2 trillion in assets. Many custody their client assets at Charles Schwab, Fidelity Investments, and TD Ameritrade, and they split their product utilization between mutual funds and individual securities. But who are these advisors? What products and services do fee-only financial advisors offer? What custodians and technology do they use? How do they market to their clients? How do the most successful advisors distinguish themselves? This seminar explains the demographics of this market, the behaviors of the leading practitioners, and strategies for vendors to better serve this market. The presentation is based on data collected from over 700 advisors at Tiburon's benchmarking site for fee-only financial advisors - www.FABestPractices.Com - and is appropriate for both vendors and advisors themselves. Market seminar facilitated by Tiburon Managing Principal Chip Roame. Financial Advisor Roundtable members Tom Lydon & Kirk Michie can also be included. A Comprehensive Overview of the Product Usage, Business Models, & Best Practices of Life Insurance Agents
Tiburon introduced ten additional advisors benchmarking tools to join its three long successful tools. A tool dedicated to life insurance agents was one of these new tools. Now Tiburon has collected data on dozens of the business practices of these professionals. If your firm desires to serve this booming market, this is a must see. This survey is ongoing and can be found at www.InsuranceAgentBestPractices.Com. The seminar is appropriate for both vendors and life insurance agents themselves. Market seminar facilitated by Tiburon Managing Principal Chip Roame. A Comprehensive Overview of the Product Usage, Business Models, & Best Practices of TPAs
Tiburon introduced ten additional advisors benchmarking tools to join its three long successful tools. A tool dedicated to TPAs was one of these new tools. Now Tiburon has collected data on dozens of the business practices of these professionals. If your firm desires to serve this booming market, this is a must see. This survey is ongoing and can be found at www.TPABestPractices.Com. The seminar is appropriate for both vendors and third-party administrators themselves. Market seminar facilitated by Tiburon Managing Principal Chip Roame. A Comprehensive Overview of the Product Usage, Business Models, & Best Practices of Property & Casualty Insurance Agents
Tiburon introduced ten additional advisors benchmarking tools to join its three long successful tools. A tool dedicated to P&C insurance agents was one of these new tools. Now Tiburon has collected data on dozens of the business practices of these professionals. If your firm desires to serve this booming market, this is a must see. This survey is ongoing and can be found at www.PCInsuranceAgentBestPractices.Com. The seminar is appropriate for both vendors and third-party administrators themselves. Market seminar facilitated by Tiburon Managing Principal Chip Roame. A Comprehensive Overview of the Product Usage, Business Models, & Best Practices of Independent Tax Professionals
There are approximately 40,000 CPA firms and 460,000 CPAs. A small minority of these CPAs work at the 20 largest firms. The vast majority work as sole practitioners and at other small firms and as a result, benchmarking one's business is nearly impossible. But who are these independent tax professionals? What products and services do independent tax professionals offer? What technology and services do they use? How do they market to their clients? How do the most successful tax professionals distinguish themselves? This seminar explains the demographics of this market, the behaviors of the leading practitioners, and strategies for vendors to better serve this market. The seminar is based on data collected from over 1,400 independent tax professionals at Tiburon's benchmarking site for independent tax professionals - www.TaxProBestPractices.Com - and is appropriate for both vendors and tax professionals themselves. Market seminar facilitated by Tiburon Managing Principal Chip Roame. A Comprehensive Overview of the Product Usage, Business Models, & Best Practices of Estate Attorneys
Tiburon introduced ten additional advisors benchmarking tools to join its three long successful tools. A tool dedicated to estate attorneys was one of these new tools. Now Tiburon has collected data on dozens of the business practices of these professionals. If your firm desires to serve this booming market, this is a must see. This survey is ongoing and can be found at www.EstateAttorneyBestPractices.Com. The seminar is appropriate for both vendors and estate attorneys themselves. Market seminar facilitated by Tiburon Managing Principal Chip Roame. A Comprehensive Overview of the Product Usage, Business Models, & Best Practices of Real Estate Agents
Tiburon introduced ten additional advisors benchmarking tools to join its three long successful tools. A tool dedicated to real estate agents was one of these new tools. Now Tiburon has collected data on dozens of the business practices of these professionals. If your firm desires to serve this booming market, this is a must see. This survey is ongoing and can be found at www.RealEstateAgentBestPractices.Com. The seminar is appropriate for both vendors and real estate agents themselves. Market seminar facilitated by Tiburon Managing Principal Chip Roame. A Comprehensive Overview of the Product Usage, Business Models, & Best Practices of Family Offices
Tiburon introduced ten additional advisors benchmarking tools to join its three long successful tools. A tool dedicated to family offices was one of these new tools. Now Tiburon has collected data on dozens of the business practices of these professionals. If your firm desires to serve this booming market, this is a must see. This survey is ongoing and can be found at www.FamilyOfficeBestPractices.Com. The seminar is appropriate for both vendors and family offices themselves. Market seminar facilitated by Tiburon Managing Principal Chip Roame and Research Manager Tommie Tools. A Comprehensive Overview of the Product Usage, Business Models, & Best Practices of Hedge Fund Managers
Tiburon introduced ten additional advisors benchmarking tools to join its three long successful tools. A tool dedicated to hedge fund managers was one of these new tools. Now Tiburon has collected data on dozens of the business practices of these professionals. If your firm desires to serve this booming market, this is a must see. This survey is ongoing and can be found at www.HedgeFundBestPractices.Com. The seminar is appropriate for both vendors and hedge fund managers themselves. Market seminar facilitated by Tiburon Managing Principal Chip Roame. Strategic Conclusions Seminars Financial Services Industry Mergers & Acquisitions: Consolidation of the Banking, Brokerage, Insurance, & Asset Management Industries FREQUENT SEMINAR REQUEST!!! RECENTLY UPDATED!!!
Over the past decade, Glass Steagall has fallen and the financial services industry has picked up its mergers & acquisitions trend. Banks have acquired other banks, brokerage firms, and asset managers. Insurance companies have acquired other insurance companies, independent broker/dealers, and asset managers. Full-service brokerage firms have acquired other full-service brokerage firms and asset managers. And asset managers have acquired one another. With all this activity, what is left? Lots! This seminar will profile the enormous number of transactions that have taken place and lay the groundwork for the expected consolidation over the coming decade. Market seminar facilitated by Tiburon Managing Principal Chip Roame. Financial Services Venture Capital Opportunities
This is Tiburon's first effort at addressing institutional venture capital opportunities. Stay tuned for a summary of this upcoming seminar! Market seminar facilitated by Tiburon Managing Principal Chip Roame. So, those are summaries of some of the most popular seminars Tiburon executives have been delivering of late. If you would like more details on any of the topics or would like to schedule a market seminar, please contact Sarah Sage at SSage@TiburonAdvisors.com or 415-789-2540. To learn more about related Tiburon services, see the sections titled Research Reports, Conference Seminars, Market Research, and Strategy Consulting. Note: Tiburon Market Seminars are invoiced upon completion. On top of project fees, Tiburon bills for travel expenses but no other office expenses. When billing travel, Tiburon bills for two principals and/or research managers and bills all travel expenses. The firm's principals fly first class (business class if available on entire route) and its research managers fly coach class primarily out of San Francisco, CA |
