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Next Tiburon Research Call: International (Non-United States) Markets: The Future of Wealth Management in All Non-United States Markets - Tuesday July 2, 2019

Tiburon is pleased to announce that the next Tiburon Research Call will be on International (Non-United States) Markets: The Future of Wealth Management in All Non-United States Markets. It will be held Tuesday July 2, 2019 at 10:00am PT/1:00pm ET. 

All employees from Tiburon CEO Summit sponsors and Tiburon members, as well as media representatives who cover Tiburon Research, are invited to join this call with Tiburon Managing Partner Chip Roame. This is one of 42 Tiburon Research Calls set for this year. To see the full Tiburon Research Calls calendar, please click here.

International (Non-United States) Markets: The Future of Wealth Management in All Non-United States Markets

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Prior Tiburon Research: Financial Advisor Channels: Full-Service Brokerage Firms; Independent Advisors; Insurance Agencies, Brokers, & Producer Groups; & Other Financial Advisor Channels

Tiburon is pleased to provide Tiburon CEO Summit sponsor and Tiburon member employees that missed the previous Tiburon Research Call  on Financial Advisor Channels: Full-Service Brokerage Firms; Independent Advisors; Insurance Agencies, Brokers, & Producer Groups; & Other Financial Advisor Channels with access to the recording on the Tiburon web site by clicking the link below and logging in with one's username and password.

If you are an employee at a Tiburon CEO Summit sponsor or Tiburon member and need your username & password to access this Tiburon Research Call, please email Sarah Sage. If you are an employee at a firm that is not yet a Tiburon CEO Summit sponsor or Tiburon member and would like to become a Tiburon client to obtain access to Tiburon Research Calls, please email Sarah Sage.

Financial Advisor Channels: Full-Service Brokerage Firms; Independent Advisors; Insurance Agencies, Brokers, & Producer Groups; & Other Financial Advisor Channels


Tiburon CEO Summit XXXVII: Meeting Agenda

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Tiburon Strategic Advisors and its Managing Partner Chip Roame are pleased to share the developing meeting agenda for the upcoming Tiburon CEO Summit XXXVII, which will be held on October 7-9, 2019, at the Ritz Carlton Hotel in San Francisco. Tiburon CEO Summits provide a unique opportunity for leaders from throughout the financial services industry to gather to collaborate & candidly discuss the future of the industry. Attendees will enjoy over 40 speakers discussing the industry's most important strategic issues.

Meeting Agenda

If you are a CEO, other C-level executive, executive vice president, or partner at a Tiburon CEO Summit sponsor or Tiburon member and would like to participate in Tiburon CEO Summit XXXVII, please see the Tiburon CEO Summit webpage or register via the button below.


Tiburon Impact Adventure 4.0: Mexico, January 27-28, 2020

Tiburon Managing Partner Chip Roame and Tiburon clients Scott Hanson (Co-CEO, Hanson McClain) & Craig Wietz (President, First Rate) will co-lead Tiburon Impact Adventure 4.0 to build a home for a family in need in San Antonio Del Mar, Mexico on January 27-28, 2020. For more information, please email Craig Wietz (President, First Rate).

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Tiburon Impact Adventure 4.0 will be the fourth in a series Tiburon Impact Adventures which are intended to connect first world finance with developing world needs. Tiburon Impact Adventures 2.0 and 3.0 were co-led by Tiburon Managing Partner Chip Roame and Tiburon clients Scott Hanson (Co-CEO, Hanson McClain) & Craig Wietz (President, First Rate). On each occasion, twenty or so group members built and fully furnished a home for a family in need in San Antonio Del Mar, Mexico. Tiburon Impact Adventure 2.0 took place on January 27-28, 2018, Tiburon Impact Adventure 3.0 took place on January 15-16, 2019. Tiburon Impact Adventure 1.0 had been led by Tiburon Managing Partner Chip Roame and Tiburon clients Ben Cukier (Managing Partner, Centana Growth Partners), Scott Hanson (Co-CEO, Hanson McClain), & Aaron Klein (CEO, Riskalyze) in Ethiopia on January 15-18, 2017. That group raised over $100,000 for the construction of a fifth through eighth grade classroom building in the village of Adami Tulu.

If you are interested in the Tiburon Impact Adventures generally, would like to propose a future Tiburon Impact Adventure, and/or wish to inquire about taking part in future Tiburon Impact Adventures, please email Scott Hanson (Co-CEO, Hanson McClain).

Tiburon Impact Adventure 4.0


Skip & Chip's Excellent Adventure 8.0: New Hampshire's Presidential Range July 13-15, 2019

Skip & Chip's Excellent Adventure 8.0 will take place July 13-15, 2019 in New Hampshire’s Presidential Range and be co-led by Tiburon Managing Partner Chip Roame and Tiburon client Skip Schweiss (President, TD Ameritrade Trust Company). For more information, please email Skip Schweiss (President, TD Ameritrade Trust Company).

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Skip & Chip's Excellent Adventure 7.0 took place recently on August 5-9, 2018 in South Central Alaska. The group, co-led by Skip & Chip, hiked the Crow Pass Trail, mountain biked in Alyeska, and kayaked in Seward, Alaska. More pictures coming soon!

Skip & Chip's Excellent Adventure 8.0 will be the eighth in the series of adventures, in which participants have reached the tops of Mount Whitney & Mount Shasta, traversed the Grand Canyon, summited Half Dome in Yosemite, and completed the Kalalau Trail in Kauai, the Crow Pass Trail in Alaska, and the Four Pass Loop outside of Aspen, CO. The annual outing combines a challenging outdoor adventure with a fun weekend together. If you are interested in the Skip & Chip's Excellent Adventures generally, would like to propose a future Excellent Adventure, and/or would like to inquire about taking part in a future Excellent Adventure, please email Skip Schweiss (President, TD Ameritrade Trust Company).

Skip & Chip's Excellent Adventure 8.0 (New Hampshire)


Tiburon Written Research:  Financial Advisor Channels: Full-Service Brokerage Firms; Independent Advisors; Insurance Agencies, Brokers, & Producer Groups; & Other Financial Advisor Channels

Tiburon is pleased to highlight its research on Financial Advisor Channels: Full-Service Brokerage Firms; Independent Advisors; Insurance Agencies, Brokers, & Producer Groups; & Other Financial Advisor ChannelsThe purpose of this research is to provide readers with a comprehensive understanding of the wirehouses, other national brokerage firms, & regional brokerage firms, a market that has been both rapidly evolving and consolidating. Tiburon has a separate research topic that addresses the investment banking businesses (corporate finance; mergers & acquisitions advice; institutional sales & trading) of these firms. This research specifically focuses on the private client businesses of these firms. Tiburon also has separate research topics that address independent broker/dealers and online brokerage firms. This research is part of Tiburon's broader coverage of financial advisor channels.

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This research addresses the historical phases of full-service brokerage firms, including:

  • Historical Phase
  • Growth Phase
  • Discount Brokerage Firms Competition Phase
  • Independent Advisors Competition Phase
This research defines markets segments of full-service brokerage firms, including:
  • Wirehouses
  • Other National Brokerage Firms
  • Regional Brokerage Firms
This research outlines the key service providers to full-service brokerage firms, including:
  • Mutual Fund Companies, Exchange Traded Funds (ETFs), Separately Managed Accounts (SMAs) Managers, Hedge Funds, & Other Investment Product Companies
  • Technology Companies & Turnkey Asset Management Programs (TAMPs)
This research makes several future predictions for full-service brokerage firms, including:
  • Steady (But Relatively Small) Flow Out of Break-Away Brokers
  • Moderate Growth in Assets Under Administration, Revenues, & Net Profits
  • Continuing Focus on Big Producers through Compensation Plans, Teams, & Call Centers
  • Continued Dominance of Wirehouses with Other National Brokerage Firms Gaining Share
  • Increasing Dominance of Managed Account Programs
  • Increasing Role of Alternative Investments
  • Potential for Stand-Alone Registered Investment Advisor & Other Semi-Independent Models
  • Continual Industry Consolidation

If you are an employee at a Tiburon CEO Summit sponsor or Tiburon member and need your username and password to access Tiburon Written Research, please email Sarah Sage. If you are an employee at a firm that is not yet a Tiburon CEO Summit sponsor or Tiburon member and would like to become a Tiburon client to obtain access to Tiburon Written Research, please email Sarah Sage.

Financial Advisor Channels: Full-Service Brokerage Firms; Independent Advisors; Insurance Agencies, Brokers, & Producer Groups; & Other Financial Advisor Channels


Tiburon Written Research: The Charles Schwab Corporation: A Leading Discount Brokerage Firm, Retirement Plan Provider, & Fee-Based Financial Advisor Custodian 

Tiburon is pleased to highlight its research on The Charles Schwab Corporation. The Charles Schwab Corporation was founded as First Commander Corporation by Commander Industries in 1971 and is based in San Francisco, CA. The firm has 14,500 employees, 10.0 million accounts, 960,000 net new brokerage accounts, $2.4 trillion assets under administration, $42 billion net new assets under administration, 441,000 daily average trades, 283,000 daily average revenue trades, $6.5 billion net revenues, earns $1.4 billion, & earns $1.4 billion available to common shareholders. The company is publicly owned, traded on the NYSE under the symbol SCHW, and is led by its Chairman Chuck Schwab & CEO Walt Bettinger. The Charles Schwab Corporation's web sites can be found at www.schwab.com, www.aboutschwab.com, www.talktochuck.com, www.schwabfoundation.org, www.schwabcharitable.org, www.schwabmoneywise.com, www.schwabfranchise.com, www.optionsxpress.com, www.schwab-global.com, www.schwab.co.uk, www.schwab.com.hk, www.schwabinstitutional.com, www.schwabintelligenttechnologies.com, www.schwabtransition.com, & www.csimfunds.com.

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The Charles Schwab Corporation's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:

  • Early Discount Brokerage Firm Phase
  • Expansion & Contraction Phase
  • Resurrection of Chuck Schwab Phase

Its profile includes the key statistics of the firm, including its number of employees, accounts, net new brokerage accounts, assets under administration, net new assets under administration, daily average trades, daily average revenue trades, revenues, net revenues, expenses, & net profits.

Its profile includes detailed outlines of its core businesses, including:

  • Schwab Investor Services
  • Schwab Retirement Plan Services
  • Schwab Advisor Sevices
  • Schwab Financial Products
  • Charles Schwab Bank

And its profile concludes with the highlights of its organizational structure & ownership. 

The Charles Schwab Corporation


Recent Tiburon Research Calls:

Tiburon is pleased to provide all employees at Tiburon CEO Summit sponsors and Tiburon members with access to Tiburon Research Calls led weekly by Tiburon Managing Partner Chip Roame. To listen to recent Tiburon Research Calls, click the link below for your topic of interest, and enter your Tiburon username and password:

 

 

If you are an employee at a Tiburon CEO Summit sponsor or Tiburon member and need your username and password to listen to recent Tiburon Research Calls, please email Sarah Sage. If you are an employee at a firm that is not yet a Tiburon CEO Summit sponsor or Tiburon member and would like to become a Tiburon client to obtain access to Tiburon Research Calls, please email Sarah Sage.

Recent Tiburon Research Calls


Recently Posted Tiburon Written Research:

Tiburon is pleased to provide all employees at Tiburon CEO Summit sponsors and Tiburon members with access to Tiburon's Written Research library of 1,900+ topics and profiles. To access Tiburon Written Research, click the link below for your topic of interest, and enter your Tiburon username & password:

Topics

Profiles

If you are an employee at a Tiburon CEO Summit sponsor or Tiburon member and need your username & password to access Tiburon Written Research, please email Sarah Sage. If you are an employee at a firm that is not yet a Tiburon CEO Summit sponsor or Tiburon member and would like to become a Tiburon client to obtain access to Tiburon Written Research, please email Sarah Sage.

Recently Posted Tiburon Written Research


Tiburon Conference Speeches:

Tiburon has given hundreds of speeches to both financial industry executives and financial advisors. Common audiences for Tiburon speeches include board meetings, executive offsites, employee meetings, financial advisor annual conferences, top producers trips, regional forums, & due diligence trips; and national and regional trade group meetings. Tiburon has been widely quoted and can offer detailed insights to conference attendees. The firm's most popular speech topics evolve with market trends and Tiburon's research agenda. Any topic would provide timely research-based conclusions and Tiburon is also willing to merge and custom-design topics to fit specific needs. If you would like to schedule a conference speech, please email Sarah Sage.

Tiburon Conference Speeches


Tiburon Careers:

Tiburon is growing rapidly and actively recruiting. Please read the below firm description and specific job descriptions.

Tiburon Strategic Advisors:

Tiburon Strategic Advisors (“Tiburon”) was founded in 1998 by a McKinsey & Company alumnae. The firm historically functioned as a boutique strategic consulting firm serving the worldwide financial services and fintech industries. Based on its two decades of substantial success, widely published industry views, and very broad set of industry contacts, Tiburon has evolved into a multi-faceted business, with its core services including its Tiburon Membership and Tiburon CEO Summits Sponsorship (Tiburon Written Research, Tiburon Research Calls, Tiburon CEO Summits) programs, conference speeches and market seminars, due diligence, mergers and acquisitions, and other CEO-level advisory roles, and ongoing board roles. Tiburon also generates substantial revenues from its own proprietary investments in financial services and fintech firms. The firm has published 2,000+ Tiburon Written Research papers, hosts 42 weekly Tiburon Research Calls for its 100+ corporate clients, hosts semi-annual Tiburon CEO Summits in New York, NY and San Francisco, CA for 250+ of its CEO-level clients, and invests in (and serves on boards of) numerous leading financial services and fintech companies worldwide.

Tiburon is also structured as a highly efficient lifestyle business, maintaining a highly professional culture serving primarily CEO-level clients, with very high service standards, a 100% expected client retention rate, and substantial sales and revenues goals, all balanced with a focus on work/life balance. The firm’s managing partner values and closely measures results, with key results measures including the firm's revenues and profits, and its numbers of clients, attendees, listeners, and readers. The most successful candidates will have experience in professional services firm environments (e.g., private equity firms, management consulting firms, etc.), experience working with CEO-level clients and fixed deadlines, and a clear revenue-orientation. At the same time, the firm has recently invested substantially to refurbish its physical office environment at Point Tiburon Plaza near the ferry dock aand water fountain in downtown Tiburon. And the firm is willing to consider unusual (albeit permanent) working models for parents with school age kids and other similar situations including part-time roles, job sharing, etc. Tiburon presents a unique career opportunity for highly-motivated, mature, and talented professionals in the Tiburon, CA area. Tiburon prefers to hire locally when possible.

Tiburon has immediate needs for one or two publishing assistants, one or two marketing assistants, and one administration assistant, and is also adding more part-time student assistants.

Publishing Assistant(s):

Tiburon Strategic Advisors is currently seeking one or two entry-level Publishing Assistants. Core responsibilities are to deliver three PowerPoint assignments per day. PowerPoint completion includes making noted edits to PowerPoint documents, revising parts in Microsoft Word and Excel, completing research and printing assignments, recording podcasts, and publishing all document parts to the Tiburon web site. More experienced members of the team should be able to complete three or more PowerPoint assignments per day and also add more value in research. The ideal candidate(s) will be dedicated and responsive team players who can support current publishing needs. This role can be part- or full-time, with morning hours being most important. A job share could also possibly work. Office is located in downtown Tiburon, CA.

Responsibilities:

  • Revise PowerPoint documents
  • Build parts for published reports (e.g., table of contents; key findings; etc)
  • Research focused issues to improve research
  • Record podcast for Tiburon clients
  • Publishing all document parts to the Tiburon web site

Requirements:

  • Experience with Microsoft Office applications, especially PowerPoint (intermediate skills required – work primarily in graphics but following existing approved formats)
  • Research skills
  • Exceptional organizational and time-management skills; ability to manage oneself in a fast-paced working environment and meet multiple deadlines with limited supervision
  • Exceptional attention to detail
  • Proximity to Tiburon office
  • Experience in professional services firm (e.g., management consulting firm, private equity firm) would be a plus

Compensation:

  • New Production Assistants will start at $25 per hour (approximately $52,000)
  • Successful Production Assistants eligible for up to $40 per hour (approximately $83,000)
  • All Production Assistants paid additional amounts for overtime hours
  • Paid time off, 100% individual health care insurance, and other benefits offered starting after 90 days of employment (for full-time employees)

Please email cover letter and resume to Sarah Sage at SSage@TiburonAdvisors.Com.

Marketing Assistant(s):

Tiburon Strategic Advisors is seeking one or two entry-level Marketing Assistants. The ideal candidate(s) will be dedicated and responsive team players who can support current marketing activities. This role can be part- or full-time. A job share could also possibly work. Office is located in downtown Tiburon, CA.

Responsibilities:

  • Answer telephones, greet guests, check voicemails, and respond to clients’ needs
  • Assist in managing the firm’s contacts database in Salesforce
  • Participate in inbound and outbound service & sales efforts (including preparing managing partner for calls)
  • Assist with other marketing projects as necessary, including numerous steps related to semi-annual Tiburon CEO Summits

Requirements:

  • Experience with Microsoft Office applications, especially PowerPoint
  • Exceptional organizing and time-management skills; ability to manage oneself in a fast-paced working environment and meet multiple deadlines with limited supervision
  • Ability to learn quickly and solve problems
  • Experience in professional services firm (e.g., management consulting firm, private equity firm) and experience with Salesforce is a plus

Compensation:

  • New Marketing Assistants will start at $25 per hour (approximately $52,000)
  • Successful Marketing Assistants eligible for up to $40 per hour (approximately $83,000)
  • All Marketing Assistants paid additional amounts for overtime hours
  • Paid time off, 100% individual health care insurance, and other benefits offered starting after 90 days of employment (for full-time employees)

Please email cover letter and resume to Sarah Sage at SSage@TiburonAdvisors.Com.

Administration Assistant:

Tiburon Strategic Advisors is seeking one entry-level Administration Assistants. The ideal candidate will be a dedicated and responsive team player who can support current administrative needs. This role can be part- or full-time, with morning hours being most important. A job share could also possibly work. Office is located in downtown Tiburon, CA.

Responsibilities:

  • Answer telephones, greet guests, check voicemails, and respond to clients’ needs
  • Collect and distribute mail, manage inventory and order supplies, and manage office vendors
  • Post job openings, assist new employees with employee paperwork, train new employees on office technology, and collect payroll time sheets and contractor invoices
  • Assist in managing the firm’s contacts database in Salesforce
  • Support managing partner with other general administration tasks

Requirements:

  • Experience with Microsoft Office applications, especially PowerPoint
  • Exceptional organizing and time-management skills; ability to manage oneself in a fast-paced working environment and meet multiple deadlines with limited supervision
  • Ability to learn quickly and solve problems
  • Experience in professional services firm (e.g., management consulting firm, private equity firm) and experience with Salesforce is a plus

Compensation:

  • The new Administration Assistant will start at $25 per hour (approximately $52,000)
  • A successful Administration Assistant eligible for up to $40 per hour (approximately $83,000)
  • The Administration Assistant paid additional amounts for overtime hours
  • Paid time off, 100% individual health care insurance, and other benefits offered starting after 90 days of employment (for full-time employees)

Please email cover letter and resume to Sarah Sage at SSage@TiburonAdvisors.Com.

Part-Time Student Assistants:

Tiburon is also continuing to seek to add entry-level part-time student assistants for administrative work (e.g., filing, data entry, data analysis, calling, and publishing (PowerPoint)). College and high school students are welcome to apply. Energy, attention to detail, and yet reasonable expectations will be keys to success. Some previous professional services firm office experience would be helpful. Starting pay is $14 per hour and potentially up to $18 per hour for those who advance to more important tasks and who are most productive. Please email cover letter and resume to Sarah Sage at SSage@TiburonAdvisors.Com.

Tiburon Careers


Tiburon Media Coverage:

Tiburon was featured recently in RIA Biz in an article titled Lori Hardwick Steps Down as AI Labs President and Steps Up as a Gunslinging Paladin for Riskalyze and Other Firms in New Gig Economy Consulting RoleThe co-founder went to the Tiburon CEO Summit in April and came away with four big consulting gigs that morphed into a new career. Article shares story of Tiburon CEO Summit XXXVI.

Tiburon executives have been quoted quite extensively throughout the industry and general media. A list and brief synopsis of those articles that the Tiburon staff has been able to locate (Tiburon accepts that there are probably hundreds of other quotes circulating) can be found at the link below. These short summaries are intended to help prospective Tiburon clients, conference planners, and media representatives understand Tiburon's views on a wide variety of issues throughout the financial services industry. If you are a media representative interested in covering Tiburon, please email Sarah Sage.

Tiburon Media Coverage