Palaveev The Ensemble Practice

A Team-Based Approach to Building a Superior Wealth Management Firm
1. Auflage 2012
ISBN: 978-1-118-22869-2
Verlag: John Wiley & Sons
Format: PDF
Kopierschutz: Adobe DRM (»Systemvoraussetzungen)

E-Book, Englisch, 240 Seiten, E-Book

Reihe: Bloomberg Professional

A detailed road map for wealth managers who want to build anensemble firm or team and achieve sustained growth, profitabilityand high valuations
Why do ten percent of wealth management firms grow faster thanthe rest of the industry, often despite the turbulence of themarkets? The answer, according to industry consultant andresearcher, P. Palaveev, is that the most successful firms arethose which, create and promote a team-based service model thatserves as the foundation of their enterprise.
* Find out how and why a team-based service model can play adecisive role in the future growth and sustained success of yourwealth management firm
* Discover the key factors for building a successful ensemblefirm and profit from the best practices top team-based firmsemploy
* Profit from the author's years of experience working with theworld's top wealth management firms and the data he has compiled asa pre-eminent industry researcher
* Learn about the various organizational structures, partnershipmodels and career path options and how to put them to work buildingan ensemble practice
* Get the lowdown on how the savviest traditional broker-dealerfirms have formed dynamic ensemble teams within their organizationsand learn of the results they've achieved

Autoren/Hrsg.

Palaveev, P.

Über Autor(innen)

Philip Palaveev is a financial industry expert andconsultant focused on improving the profitability and value offinancial services firms. The owner and CEO of The EnsemblePractice LLC, a management consulting firm helping financialadvisors build better businesses, Palaveev also works withbroker-dealers and custodians to create impactful practicemanagement services for their advisors. He has written numerousresearch papers and articles and is a frequent speaker at industryconferences.