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

by P Palaveev

The book explores the success factors for building ensemble firms and reviews some of the best practices for continued growth. Leveraging years of experience in working as a consultant with some of the largest wealth management firms, author Philip Palaveev draws from data he has compiled from a decade of being one of the pre-eminent researchers in the industry to provide a roadmap for wealth managers who want to build their own ensemble firm or team. The text goes through an in-depth yet practical discussion of organizational structures, partnership models and career paths that practitioners can utilize. The research is well supplemented with practical experience with equal validity for independent advisors as well as teams that are forming within a traditional broker-dealer.

240 pages, Kindle Edition

First published August 22, 2012