Book description
A detailed road map for wealth managers who want to build an ensemble
firm or team and achieve sustained growth, profitability and high valuations
Why do ten percent of wealth management firms grow faster than the
rest of the industry, often despite the turbulence of the markets? The
answer, according to industry consultant and researcher, P. Palaveev,
is that the most successful firms are those which, create and promote
a team-based service model that serves as the foundation of their
enterprise.
- Find out how and why a team-based service model can play a
decisive role in the future growth and sustained success of your
wealth management firm
- Discover the key factors for building a successful ensemble firm
and profit from the best practices top team-based firms employ
- Profit from the author's years of experience working with the
world's top wealth management firms and the data he has compiled
as a pre-eminent industry researcher
- Learn about the various organizational structures, partnership
models and career path options and how to put them to work
building an ensemble practice
- Get the lowdown on how the savviest traditional broker-dealer
firms have formed dynamic ensemble teams within their
organizations and learn of the results they've achieved
Philip Palaveev is a financial industry expert and consultant
focused on improving the profitability and value of financial services
firms. The owner and CEO of The Ensemble Practice LLC, a management
consulting firm helping financial advisors build better businesses,
Palaveev also works with broker-dealers and custodians to create
impactful practice management services for their advisors. He has
written numerous research papers and articles and is a frequent
speaker at industry conferences.
