Welcome to another insightful episode of the "A Day at DPL" segment of the Advisor Revelations podcast. In this edition, your host David Lau engages in a captivating conversation with the distinguished Founder of Tiburon Strategic Advisors, Chip Roame. Join them 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.
Join us on this journey of exploration and strategic insight into the financial world. For more information and resources, visit dplfp.com. Don't miss out on the future of financial services—tune in now!
[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.