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 a leading strategic consultant to CEOs, other senior executives, & boards of directors in the banking, insurance brokerage, & investments markets. While it’s easy to dismiss “the future” as something you don’t have to worry about today, the reality is, change is happening faster and with more ferocity than most people think. Listen to today’s show to catch up on some of the big trends and learn how to make your business “built to last.”

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