The Ensemble Practice: A Team-Based Approach to Building a Superior Wealth Management Firm

Palaveev, P.

ISBN 10: 1118209540 ISBN 13: 9781118209547

Editorial: Bloomberg Press, 2012

Idioma: Ingl�s

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Detalles bibliogr�ficos

T�tulo

The Ensemble Practice: A Team-Based Approach to Building a Superior Wealth Management Firm

Editor

Bloomberg Press

Fecha de publicaci�n

2012

Idioma

Ingl�s

ISBN 10

1118209540

ISBN 13

9781118209547

Encuadernaci�n

Encuadernaci�n de tapa dura

Estado

New

Cat�logos de vendedores

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Sinopsis

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

Acerca del autor

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.

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