The Ensemble Practice
A Team-based Approach to Building a Superior Wealth Management Firm
Wiley · Print & ebook · October 2, 2012
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?
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- Who it’s for
- P. Palaveev outlines how wealth managers can build ensemble firms around team-based service.
- Genres
- Wealth Management, Financial Services, Organizational Development
- Published
- Wiley, October 2, 2012
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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?
Continue reading
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
Ensemble Firm Building
P. Palaveev outlines how wealth managers can build ensemble firms around team-based service.
Come here for
- Building a team-based service model
- Organizational structures, partnership models, and career paths
Expect
- Guidance on factors behind ensemble-firm growth
- Examples of ensemble teams within traditional broker-dealer firms
Where it sits
| Wealth Management | 96% |
|---|---|
| Financial Services | 30% |
| Organizational Development | 23% |
Percentages are BookFrontier’s reading of the book.
Publisher categories
- Investing
- Authors
- P. Palaveev
- Publisher
- Wiley
- Published
- October 2, 2012
- Format
- Print & ebook
- Reading lane
- Investing