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Chip Roame on the Big Trends and How They Impact Financial Advisors
How will you succeed in the years ahead?
Multiple trends are shaping the industry and how advisors respond to those changes today will determine whether they thrive or just barely survive over the next few years.
Will Robos drive down pricing and push mainstream advisors out of business? Will Vanguard, Schwab, Fidelity, and TD Ameritrade grab the lion’s share of the mass affluent market with their hybrid robo offerings? Can lifestyle practices survive?
Those are just a few of the questions I discuss with today’s guest, Chip Roame. Chip is the Managing Partner of Tiburon Strategic Advisors and…
The skinny
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