The Ensemble Practice

A Team-Based Approach to Building a Superior Wealth Management Firm

Business & Finance, Finance & Investing, Investments & Securities
Cover of the book The Ensemble Practice by P. Palaveev, Wiley
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Author: P. Palaveev ISBN: 9781118231388
Publisher: Wiley Publication: August 22, 2012
Imprint: Bloomberg Press Language: English
Author: P. Palaveev
ISBN: 9781118231388
Publisher: Wiley
Publication: August 22, 2012
Imprint: Bloomberg Press
Language: English

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
View on Amazon View on AbeBooks View on Kobo View on B.Depository View on eBay View on Walmart

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.

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