Tiburon Toolkit

The Tiburon Toolkit is a set of thirteen FREE web-based business benchmarking tools that Tiburon has developed for various types of financial advisors. Each tool allows some group of advisors the ability to benchmark their business operations. Tiburon provides these tools free to practitioners as a goodwill gesture and to collect aggregate data for its own use. Any advisor who completes one of the benchmarking surveys can view and print relevant comparison graphs and advisors who complete all 35-42 questions of any survey can download a free copy of Tiburon's 200-300 page summary research report (retail value $5,000).

The Tiburon Tools have been a big hit.  Over 4,000 advisors have benchmarked their business practices. And the tools have won two awards already!

Tiburon Tools

Tiburon has introduced thirteen benchmarking tools over the past three years:

• Broker Best Practices (www.BrokerBestPractices.Com) for wirehouse and regional firm brokers and financial consultants
• Bank Broker Best Practices (www.BankBrokerBestPractices.Com) for bank brokers
• Independent Rep Best Practices (www.IndependentRepBestPractices.Com) for independent representatives
• Fee-Only Financial Advisor Best Practices (www.FABestPractices.Com) for independent fee-only financial advisors
• Family Office Best Practices (www.FamilyOfficeBestPractices.Com) (for family office professionals)
• Private Banker Best Practices (www.PrivateBankerBestPractices.Com) (for private bankers & wealth managers)
• Tax Professional Best Practices (www.TaxProBestPractices.Com) (for CPAs, EAs, & other tax professionals)
• Lawyer Best Practices (www.LawyerBestPractices.Com) (for estate attorneys)
• Life Insurance Agent Best Practices (www.InsuranceAgentBestPractices.Com) (for life insurance agents)
• Third-Party Administrator Best Practices (www.TPABestPractices.Com) (for third-party administrators)
• P&C Insurance Agent Best Practices (www.PCInsuranceAgentBestPractices.Com) (for property & casualty insurance agents)
• Real Estate Agent Best Practices (www.RealEstateAgentBestPractices.Com) (for real estate agents)
• Hedge Fund Manager Best Practices (www.HedgeFundBestPractices.Com) (for hedge fund managers)

Tools Sponsors

Tiburon is not alone in this endeavor. Business Technology Alliance (BTA) has been a key Tiburon partner. BTA  has developed the technology underpinnings of the benchmarking tools. HD Vest Financial Services and the National Association of Enrolled Agents (NAEA) have also been key partners in promoting the tax professional tool.

Tiburon's strategy is to share the cost and effort, as well as the branding and aggregate data benefits, with other firms trying to add value to advisors. If your firm is interested in becoming a sponsor of one of Tiburon's tools, please contact Sarah Sage at SSage@TiburonAdvisors.Com or 415-789-2540. To purchase one of the research reports, please see the section on Research Reports. To contact Tiburon regarding a conference speech, please click on Schedule a Tiburon Conference Speech.