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Chip Roame  

founder of Tiburon Strategic Advisors,

Chip Roame is the founder of Tiburon Strategic Advisors, a market research and strategic consulting firm. Serving the strategic planning needs of financial institutions and financial advisors, Chip has more than 15 years experience in developing strategies in the personal financial services industry. He has a solid understanding of one of its fastest growing segments – discount brokerage, on-line trading, mutual fund supermarkets, financial planning, independent fee-based financial advisors, and hedge funds and other alternative investments. Chip has spoken for numerous financial firms including banks, broker/dealers, insurance companies, and other distribution firms who are attempting to design discount brokerage and/or fee advice offers. He has consulted with mutual fund companies, separate account managers, TAMPs and other product providers who seek to sell products through the brokerage and fee-advisor channels. He has also worked with fee-based financial advisors and investment managers dealing with marketing, operations, organizational or succession issues and venture capitalists, leverage buyout firms and other consulting firms seeking to gain a quick yet deep understanding of the brokerage and asset management markets. Chip is often quoted and profiled in industry publications including the Wall Street Journal, The New York Times, Business Week, Money, The American Banker, Pensions & Investments, Securities Industry News, Mutual Fund Market News, Investment Advisor, Registered Representative, and On Wall Street. TOPICS Fee Advice: How to Attract and Retain High Net Worth Investors Future of the Brokerage and Investments Industry Best Practices of Leading Independent Fee-Based Advisors On-Line Financial Services: Changing the Playing Field for Everyone The Future of the Hedge Fund & Private Equity/Venture Capital Industry The Future of the Advice Industry Selling Mutual Funds Through Financial Advisors Fee Accounts, Turnkey Asset management Programs & The Booming SMA Market An Overview of the Private Equity & Venture Capital Industry A Comprehensive Overview of the Product Usage, Business Models & Best Practices of Fee-Only Financial Advisors (Can also address Independent Reps and independent Tax Professionals) Trends in Success Planning, Firm Valuations, & The Acquisition Market for Financial Advisors


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