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

About the Author

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.

"About this title" may belong to another edition of this title.

Store Description

We specialise in General Interest Books from South Asian countries.

Visit Seller's Storefront

Seller's business information

BOOKS AND PERIODICALS AGENCY LTD
90 Barnet Gate Lane, Barnet, EN5 2AX, United Kingdom

Sale & Shipping Terms

Terms of Sale

Returns accepted if you are not satisfied with the Service or Book.

Shipping Terms

Best packaging and fast delivery

Shipping rates from United Kingdom to U.S.A.

Shipping rates from United Kingdom to U.S.A.
Order quantity	14 to 45 business days	5 to 10 business days
First item	US$ 8.74	US$ 13.25

Delivery times are set by sellers and vary by carrier and location. Orders passing through Customs may face delays and buyers are responsible for any associated duties or fees. Sellers may contact you regarding additional charges to cover any increased costs to ship your items.