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Tiburon Research Reports
Tiburon Strategic Advisors has created a series of research reports to help educate its clients in a low-cost way on a wide variety of topics in the brokerage, investments, private banking, & wealth management markets. The majority of Tiburon's research reports are written for executives at financial institutions; a few reports are written specifically for financial advisors. The financial institutions series contains macro-industry reports that cover topics such as the mutual funds industry, the hedge funds industry, the full-service brokerage firms industry, and the fee-based financial advisors industry. Reports in the financial advisors series are more tactical, including topics such as Fee-Based Financial Advisor (RIA) Benchmarking & Best Practices and Trends in Succession Planning, Firm Valuations, & the Growing Acquisition Market for Financial Advisors. Tiburon research reports all follow an easy-to-digest format while providing detailed facts and analysis that aid in the development of an understanding of leading product areas and market segments, including market histories, recent developments, leading firm rankings, & useful market segments, future predictions. While Tiburon has been repeatedly told that its research reports are worth much more, they are priced at just $5,000 each because Tiburon believes that the information should be shared widely and that sharing the research will lead to market research & strategy consulting projects over time. Research reports are sent immediately via web links. Bound copies can be printed and mailed for $10,000 each. If you are interested in purchasing any of Tiburon's research reports, please click here to Order a Research Report online. To receive notification of Tiburon's latest research reports, please Sign Up to Receive Tiburon Research Releases. And for those clients needing more customization and two-way discussions, please see Tiburon's Market Seminars service and feel free to design a custom market seminar to suit your needs. Tiburon Research Report Component Packaging Tiburon attempts to position its reports as reference documents, and not as short-term newsworthy editorials. Tiburon aims (over time) to make all of its research reports comprehensive in addressing their topics. The summaries and tables of contents for all Tiburon research reports are available for free on subsequent pages at the links below. In an effort to allow Tiburon's clients to use its research in custom ways, purchasers of reports can also separately download and review all research reports' key findings (think of useful facts), executive summaries (a short version of the report), full reports (often 300-400+ pages), report appendices (key company profiles), Tiburon's underlying Power Point slides (useful for internal presentations), and Tiburon's related excel data sheets (when such exist) (useful for data manipulation). Tiburon Research Report Topics Tiburon's research report series is currently made up of 68 reports (with the potential of another 90+ coming soon as the firm aims to develop a family of 161 core research reports). In other words, Tiburon's research report writing strategy is to ultimately write and continuously refine a family of research reports covering every substantial financial services industry market segment so that the reports can then serve as a comprehensive library of financial services data, analysis, & opinions for Tiburon clients. Tiburon's Research Report Access Program allows companies to utilize this web page as their personal industry knowledge library across all of their employees for one fixed cost. Presently, the firm attempts to publish one additional research report each week. Many are simply updates but all lead the firm closer to its goal of a family of comprehensive reports. Tiburon's signature research report is the 2010 version of The Future of Advice. A summary of this report, along with its table of contents, is provided at the below link... For your convenience, Tiburon's remaining research reports are grouped into six broad categories in an effort to help you find the most appropriate report link for your questions:
Tiburon Research Process Readers should find Tiburon research reports to be both comprehensive and unbiased in their opinions. Tiburon conducts extremely detailed research to support subsequent strategic consulting assignments for its financial services industry clients. As part of Tiburon's traditional consulting efforts, before focusing on customized client analyses and to get thoroughly immersed in a business segment, Tiburon typically conducts more than a half-dozen research steps:
In accordance with Tiburon's traditional research process, future versions of Tiburon research reports will attempt to take their research further, including developing more detailed profiles of each firm and incorporating more opinions from other industry observers that can help further explain the conclusions. Tiburon Research Report Outlines The core of all Tiburon research reports is the body of the report, typically offering some historical lessons, a thorough understanding of the current status of the topic, and a series of predictions for the future of the market. A typical Tiburon research report outline could have these sections:
Due to some client requests (and to add additional depth to its reports), Tiburon typically includes an appendix to each research report, whereby it incorporates profiles of leading firms (and service providers) in the defined market. These profiles will vary widely in depth & timeliness, as this research is conducted outside of Tiburon's research report writing process. In other words, most Tiburon research reports will be relatively comprehensive in their coverage of current events but may have some gaps in company profiles. Tiburon clients will necessarily have more in-depth profiles than non-clients. Tiburon Research Report Access Program At the suggestion of numerous Tiburon clients, Tiburon created a client service allowing unlimited access to all of its research reports for all of a firm's employees for an entire calendar year for only $25,000. This service has helped dozens of Tiburon clients to consolidate their research needs & budgets. Tiburon's Research Report Access Program allows Tiburon clients to utilize the Tiburon research library web page as their personal industry knowledge library across all of their employees. Tiburon Research Report Search Tool Tiburon clients will soon have the ability to search through Tiburon research reports looking for topics of interest such as mutual fund use, break-away brokers, TAMPs, mergers & acquisitions trends, or nearly any other industry phrase. This is intended to make the growing library more useful to all. Tiburon 2010 Planned Research Efforts Tiburon's 2010 planned research efforts are as follows:
Tiburon Personal Consultations Policy Tiburon is unable to address follow-up questions as part of the price of purchasing Tiburon research reports. Tiburon necessarily had to create this policy to maintain fairness to its core clients as well as the purchasers of incremental reports under development. Simply said, because Tiburon offers its reports for sale at just $5,000, the firm is unable to keep research managers & associates dedicated to individual topics. Hence, at the point in which research report purchasers may have questions, the research manager or associate is likely conducting research on a far different topic. Repeatedly pulling research managers & associates off client assignments and/or current research reports under development to look back at other research reports would be both cumbersome and unfair to the clients and/or purchasers of the new reports, and Tiburon would necessarily need to increase the cost of its reports. That said, in response to numerous requests to engage in discussion & debate regarding various topics, Tiburon has developed a market seminar service whereby a Tiburon principal and the lead research manager or associate on any Tiburon research report will present such report, answer questions, and brainstorm the implications of such in a half day visit with a client's executives. The price of a market seminar is $20,000 - $25,000 plus travel expenses. Tiburon will happily net the cost of the underlying research report if such is purchased before a market seminar. Hence a market seminar is intended to be the best Tiburon service for clients seeking both a written report and the opportunity to address questions to Tiburon executives. Please contact Sarah Sage at SSage@TiburonAdvisors.Com or 415-789-2540 to schedule a market seminar. Tiburon Sponsored Research Reports Numerous Tiburon clients have sponsored research reports ($35,000), which entitles them to widely distribute the reports to their own institutional clients, non-captive financial advisors, or end-clients. Tiburon also retains the rights to offer these reports for sale. Tiburon Research Report Refund Policy Periodically (far less than 1% of the time after thousands of purchases), Tiburon research report purchasers have sought refunds, which has caused hardship and wasted time for Tiburon, hence the following policy now exists for all Tiburon research report purchases. Tiburon is unable to make any financial refunds for reports. Both fulfilling reports and processing refunds take up Tiburon time, and given that the research reports are written as a low cost accommodation service, Tiburon needs to manage its time well, prioritizing market research & strategy consulting clients. Furthermore, given that research reports are delivered via the web, returns are impractical. If it helps, Tiburon will attempt to send replacement reports (either the next version of the same report or another report all together) as long as invoices are paid promptly under the terms of the original order (net 30 days). That said, please observe three suggestions before ordering any Tiburon research report:
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