Tiburon Conference Speeches

Tiburon partners & principals have given hundreds of speeches to both financial industry executives and financial advisors. Conference speeches can be scheduled by contacting Sarah Sage at SSage@TiburonAdvisors.Com or 415-789-2540.

Common audiences for Tiburon partners & principals include:
  • Board meetings
  • Executive offsites
  • Employee meetings
  • Financial advisor annual conferences, top producers trips, regional forums, & due diligence trips
  • National & regional trade group meetings

Tiburon Managing Partner Chip Roame

Tiburon's most popular speaker is its Managing Partner Chip Roame, who is dedicated to sharing the firm's research and who gives about seventy-five speeches per year, possibly making him the most frequent conference speaker in the industry.

Tiburon Other Partners & Principals

Tiburon's other partners & principals can also deliver speeches leveraging Tiburon research materials. Many are willing to speak at smaller conferences, on panel discussions, & on more detailed topics. Tiburon partners & principals have all been widely quoted & can offer detailed insights to conference attendees.

Tiburon Conference Speech Topics

Tiburon conference speeches are continuously updated and share insights from the firm's ongoing research efforts (Tiburon has no canned speeches). The firm's most popular speech topics evolve with market trends and Tiburon's research agenda. At any given time, Tiburon usually has 15-20 topics that are in high-demand and for which the firm has recently completed research. Tiburon Managing Partner Chip Roame is regularly engaged for opening keynote presentations on:

The Future of Financial Services: Defining the Winning Product, Channel, & Tactical Strategies

The Future of Advice: Financial Advisor Tactics, Benchmarking, & Profiles

No other industry executive likely has as broad a view of the key developments across the industry, and many conference planners find The Future of the Financial Services tor Future of Advice topic to be the perfect starting point for their conferences year-after-year. Other currently popular Tiburon speech topics are listed on Tiburon's research web page.

Any topic would provide timely research-based conclusions and Tiburon is also willing to merge and custom-design topics to fit specific needs. You may also be interested in the related pages titled Tiburon's Upcoming Speaking Engagements and Prior Speaking Engagements. Or, if you would like to schedule a conference speech, please contact Sarah Sage at SSage@TiburonAdvisors.Com or 415-789-2540.

Tiburon Conference Speech Details & Fees

A typical Tiburon speech lasts from one-to-two hours and is supported by 40-60+ PowerPoint slides. Tiburon is happy to share its slides with audience members. Speeches are billed at the day rate of $35,000 plus travel expenses.

Trade Group & Discount Policy

Tiburon's partners & principals are in high demand for conference speeches, so the firm rarely discounts its fees. By far, the most prevalent example of Tiburon discounting is when its partners & principals speak for non-profit organizations. Tiburon recognizes the limited funds of non-profit trade groups and wants to contribute to the industry. As an effort in this regard, Tiburon is willing to either except payment form a sponsor organization and/or to waive its traditional speaking fees and deliver non-profit trade group speeches for any stipend (for instance, stipends have ranged from $5,000 to $15,000), plus travel expenses as described elsewhere on this page. Unfortunately, Tiburon must decline speech requests if travel expenses cannot be covered in their entirety along with at least some stipend.

The only other examples of discounting are when Tiburon partners or principals are engaged to speak on the same topic multiple times over a series of days (saves Tiburon preparation time) and/or when engaged to speak on the same day on different topics (saves Tiburon travel time).

Tiburon Conference Speech Video Highlights

Tiburon plans to periodically post video highlights of Tiburon conference speeches here. Please click any of the videos below to hear Tiburon's Managing Partner Chip Roame comment during Tiburon CEO Summits XIV & XVIII:

Tiburon Managing Partner Chip Roame delivers highlights of Tiburon's signature keynote speech The Future of Advice to the media representatives at Tiburon CEO Summit XVIII


Tiburon Managing Partner Chip Roame delivers data on the high net worth market from Tiburon's signature keynote speech The Future of Advice to attendees at Tiburon CEO Summit XIV


Tiburon Managing Partner Chip Roame delivers highlights on product shifts in the financial services industry from Tiburon's signature keynote speech The Future of Advice to the media representatives at Tiburon CEO Summit XVIII

Tiburon Managing Partner Chip Roame delivers highlights on Fee-Accounts from Tiburon's signature keynote speech The Future of Advice to attendees at Tiburon CEO Summit XIV

Tiburon Managing Partner Chip Roame delivers highlights on shifts in financial services channels from Tiburon's signature keynote speech The Future of Advice to the media representatives at Tiburon CEO Summit XVIII

Tiburon Managing Partner Chip Roame delivers highlights on the RIA market from Tiburon's signature keynote speech The Future of Advice to attendees at Tiburon CEO Summit XIV


Tiburon Conference Speech Presentation Slide Examples

Tiburon is flattered by the attention from dozens of speakers bureaus that have sought to represent its managing partner, as well as its other partners & principals, as speakers. That said, the firm has not found that it saves much in the way of preparation in such instances. As a result, Tiburon's speakers bureau policy is that it needs to net the greater of the minimum fee for each specific speaker (e.g., $25,000 for Tiburon's managing partner), along with travel expenses as described elsewhere on this page.

Cancellation Policy

Due to a few late cancellations after materials had been prepared or other speeches passed upon, Tiburon has been forced to create a cancellation policy which goes into effect as soon as a date is held for a conference.  Any speech cancelled after holding a date, will be billed at the entire speaking fee plus any pre-booked travel expenses.

Travel Policy 

Tiburon bills for travel expenses in addition to speaking fees but for no other office expenses. Tiburon's partners & principals fly first class (business class when available on entire route) primarily from San Francisco, CA. Tiburon.  Invoices are due within thirty days. To read about related Tiburon services, please visit the Market Research, Strategy Consulting, Venture Consulting, & Mergers & Acquisitions pages. Retainers, board roles, & executive counseling projects can be discussed with any Tiburon partner or principal. If you would like more details or would like to schedule a call with a Tiburon partner or principal, please contact Sarah Sage at SSage@TiburonAdvisors.com or 415-789-2540.