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Tiburon CEO Summit XXXVII: Fireside Chat Added with Ken Fisher of Fisher Investments!

Tiburon is pleased to announce the participation of prior Tiburon CEO Summit Award Recipient Ken Fisher, Executive Chairman, Fisher Investments, in a Fireside Chat with Tiburon Managing Partner Chip Roame at Tiburon CEO Summit XXXVII, to be held October 7-9, 2019 at The Ritz Carlton Hotel in San Francisco, CA.

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Ken Fisher received the Tiburon CEO Summit Award at Tiburon CEO Summit XVII. Pictured here with Tiburon's Managing Partner, Chip Roame

Ken has built, depending on the ranking one follows, the largest or one of the three largest fee-based financial advisor firms with $107 billion AUM.

Founded in 1979, Fisher Investments has over 3,000 employees, and a client base of diverse investors, including over 175 large institutions and 55,000 high net worth individuals.

Ken and Chip will discuss Fisher’s unique client offer, its unique marketing methods, its unique sales methods, and its unique client service methods. Ken will discuss Fisher Investments' core guiding principles, the dynamics of its sliding fee schedule, ranging from 1.5% to 0.28%, and its typical account minimums of $500,000 in building a hugely successful platform.

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Ken Fisher presents at Tiburon CEO Summit XVI

Mr. Fisher was presented Tiburon's Challenging Conventional Wisdom award at Tiburon CEO Summit XVII because in almost every facet of his business he has challenged the trends of others, including his use of direct mail, web based advertising, & infomercials; the use of dedicated sales people and a separate dedicated service organization; aversion to hiring graduates of big name universities; telephone based service model; and well defined job descriptions with unparalleled levels of specialization of labor.

To join Mr Fisher at the upcoming Tiburon CEO Summit XXXVII, become a Tiburon member today; you will receive member benefits for all of 2020 and the remainder of 2019 will be included for free. This means that all title qualified executives at your firm could attend next three Tiburon CEO Summits. Membership also includes access for all employees to Tiburon's weekly Tiburon Research Calls and over 2,400 Tiburon Written Research documents.

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