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Tiburon Strategic Advisors

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Sep 27, 2005 1:56 pm

I just returned from our annual Producer’s Conference where I had an opportunity to hear Chip Roame from Tiburon Strategic Advisors speak.  It was very informative and a great look at the present state of the business and a good crystal ball look at the future.  They have special “best practices” sections on their website that address the business of Independent Advisors, Wirehouse Reps and Fee Based Planners.  If you complete a business survey, you can print out their complete strategic reports.  I printed out the Independent report (227 pages) and there is a gold mine of info in it.  No cost to any of this.

Sep 27, 2005 2:07 pm

Thanks Dash.

Sep 27, 2005 4:11 pm


Thanks.  If you have a chance can you tell us how to find that business survey so we can print out the report for free?

Sep 27, 2005 5:52 pm

Here it is: