WealthTech on Deck

Five Trends Reshaping the Future of Wealth Management with Chip Roame

20 Jan 2026

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This week, Jack Sharry talks with Chip Roame, Founder & Managing Partner of Tiburon Strategic Advisors & Tiburon CEO Summits. Chip is a leading strategic advisor to 700+ Tiburon corporate member firms and other clients, primarily advising CEOs, senior executives, and boards of directors of wealth and investment management firms. He is responsible for all of Tiburon's research and advisory activities, keeping him at the leading edge of strategic initiatives in the industry's fastest-growing businesses. Jack and Chip break down the real forces shaping wealth management today. Chip shares insights from the latest Tiburon CEO Summit in Boston, covering shifting client segments, asset flows across channels, the dominance of ETFs and private credit, and why scale continues to win. They discuss lead generation as a defining competitive advantage, the accelerating pace of consolidation, and how AI may drive efficiency and personalization without replacing advisors. In this episode: (00:00) - Intro (01:26) - Five major themes from the Tiburon CEO Summit (02:38) – How investors are changing—and why the generational wealth transfer is overstated (05:39) – Where the money is really flowing across wealth management channels (08:37) – Cheap beta vs. private markets: the widening product divide (11:05) – Why scale keeps winning and the biggest firms keep getting bigger (13:07) – Business strategy today: lead generation, advisors, and growth models (15:03) – What real organic growth looks like—and why it matters (19:47) – Industry structure: consolidation, M&A, and what’s coming next (22:10) – AI in wealth management: efficiency, personalization, and realistic timelines (24:39) - Chip's key takeaways (26:43) - Chip's interests outside of work Quotes "Private equity firms or the stock market value organic growth much higher than inorganic growth. And certainly, your cost to acquire a client will always be lowest in digital marketing, in social media, where you self-create the lead." ~ Chip Roame "Don't get caught up in all the news that gets reported every day. Focus on which firms are actually gathering the most money because they're the ones that are doing something right." ~ Chip Roame "Lead gen is a big deal right now, and I think those who figure it out are going to win. So if I were a wealth firm, I would be figuring out lead gen for my advisors at the home level." ~ Chip Roame Links Chip Roame on LinkedIn Tiburon Strategic Advisors Tiburon CEO Summits Morgan Stanley Merrill Lynch Wells Fargo UBS Edward Jones Ameriprise Financial J.P. Morgan Charles Schwab Fidelity Investments BlackRock Forge Global Vanguard iShares Franklin Templeton Investments Jenny Johnson Envestnet Orion Advisor Solutions Addepar Tiburon Impact Adventures Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

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3ª PARTE | 17 DIC 2025 | EL PARTIDAZO DE COPE

01 Jan 1970

El Partidazo de COPE

13:00H | 21 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

12:00H | 21 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

10:00H | 21 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

13:00H | 20 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

12:00H | 20 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

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WealthTech on Deck

Five Trends Reshaping the Future of Wealth Management with Chip Roame

This episode hasn't been transcribed yet

Other recent transcribed episodes

3ª PARTE | 17 DIC 2025 | EL PARTIDAZO DE COPE

13:00H | 21 DIC 2025 | Fin de Semana

12:00H | 21 DIC 2025 | Fin de Semana

10:00H | 21 DIC 2025 | Fin de Semana

13:00H | 20 DIC 2025 | Fin de Semana

12:00H | 20 DIC 2025 | Fin de Semana

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