Welcome to another insightful episode of the "A Day at DPL" segment of the Advisor Revelations podcast. In this edition, David Lau engages in a captivating conversation with the distinguished Founder of Tiburon Strategic Advisors, Chip Roame. Join David and Chip as they delve into the dynamic landscape of the financial industry, exploring trends, innovative products in the insurance space, and revolutionary pricing models for RIAs. Chip, with over 15 years of experience in strategic planning for financial institutions and advisors, brings a wealth of knowledge to the table. Discover the latest insights that will shape the future of the personal financial services industry.
For more information and resources, visit dplfp.com. Don't miss out on the future of financial services—tune in now!
Key Takeaways
- [00:00 - 01:30] Introduction:
- Brief overview of Chip's extensive experience in developing strategies for the personal financial services industry.
- [01:30 - 10:15] Industry Trends: - Chip and David discuss current trends shaping the financial industry.
- Insights into market research and strategic consulting for financial institutions and advisors.
- Exploration of emerging opportunities and challenges in the industry.
- [10:15 - 18:45] Product Innovation in Insurance: - Dive into the realm of product innovation within the insurance space.
- The role of technology and data in driving advancements.
- Case studies and examples of successful innovations in the insurance sector.
- [18:45 - 28:00] Pricing Models for RIAs:
- In-depth analysis of pricing models for Registered Investment Advisors (RIAs).
- Strategies for adapting to market changes and client expectations.
- The evolving landscape of fee structures and how it impacts the advisor-client relationship.
- [35:30 - 40:00] Closing Thoughts:
- Recap of key takeaways from the conversation.
- Invitation to explore Commission-Free annuities and insurance at dplfp.com.
- Thank you message and information on upcoming episodes.
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