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Allworth Financial's Advisor2Advisor Podcast

Business

Advisor2Advisor Podcast - Episode 4: Chip Roame, Tiburon Strategic Advisors

2017-12-15
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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.

More Episodes

Advisor2Advisor Podcast - Episode 10 David Grau, Sr.
2018-09-01
Advisor2Advisor Podcast - Episode 8: Dan Sullivan
2018-01-22
Advisor2Advisor Podcast - Episode 7: Bill Good Marketing
2017-12-29
Advisor2Advisor Podcast - Episode 6: PR and Media
2017-12-26
Advisor2Advisor Podcast - Episode 5: The Little Things That Matter
2017-12-20
Advisor2Advisor Podcast – Episode 3: Customer Service
2017-12-01
Advisor2Advisor Podcast - Episode 2: Marketing
2017-10-20
Advisor2Advisor Podcast - Episode 1: About Us & The Podcast
2017-10-20
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