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
All American Speakers is a speakers bureau and booking agency providing information on booking Chip Roame for speaking engagements, personal appearances and corporate events. Contact an All American Speakers Bureau booking agent for more information on Chip Roame speaking fees, availability, speech topics and cost to hire for your next event.
Please Note: All American Speakers Bureau acts only as an entertainment broker/producer for corporate functions, private engagements and special events. All American Speakers Bureau does not claim or represent itself as the exclusive agent or management of Chip Roame or any artist on this website. Speaker fees are determined based on a number of factors and may change without notice. Fees often vary based on a number of factors including: speakers schedule, supply and demand, length of presentation, location of event and other factors. Fee Ranges listed on this website are intended to serve only as a guideline. In some cases, the actual price quote may be above or below the stated range.
All American Speakers Bureau is a celebrity booking agency and talent buyer which supplies celebrity talent worldwide. We secure speakers and celebrities for speaking engagements, advertising campaigns, personal appearances, commercials, licensing, voice-overs, product endorsements, spokesperson campaigns, publicity events, corporate entertainment, trade shows, and media tours.
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