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

by P. Palaveev

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.

240 pages, Hardcover

First published August 22, 2012

Reviews

[Paul]

Helpful & Informative

As I think about the future of my practice, many of the things I’ve been questioning were addressed in this book. The author was very detailed and took time to explain the issues. I found it particularly helpful that he went thru more than just the measurable items and focused on topics that were more interpretational. Would highly recommend!

[Andrea]

A good how to, but a bit dry. The perfect manual for how to set up and why you should (or shouldn't) organize your practice as an ensemble.

[Linda Leitz]

This is a good overview of ensemble financial firms. Since my firm is already an ensemble and has many of its business model aspects in place and functioning well, I used it more as a reference.