Advisor2Advisor Podcast - Episode 4: Chip Roame, Tiburon Strategic Advisors
On this edition of the Advisor2Advisor podcast, co-hosts Scott and Pat discuss the breathtaking speed of change in the modern financial services sector. They then welcome Chip Roame, Managing Partner at Tiburon Strategic Advisors, and one of the most oft-quoted and recognizable people in advising, today. The trio goes in-depth to discuss robo-advisors, business continuity plans, and how advisors can expand their reach, before finishing with a conversation about a common error that many advisors make that isn’t serving the interests of their clients.
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