Palaveev, P.

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

Palaveev, P. - The Ensemble Practice: A Team-Based Approach to Building a Superior Wealth Management Firm, ebook


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ISBN: 9781118231388
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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? 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

Keywords: General & Introductory Business & Management, investment, investing, wealth manager, wealth management, wealth management firm, ensemble wealth management firm, portfolio management, asset management, wealth management systems, wealth management strategies, wealth management techniques, wealth management practice, team-based wealth management, ensemble wealth management, ensemble portfolio management, ensemble asset management, money management, money manager, money management firm, what is ensemble practice, wealth management services, asset wealth management, wealth management advisor

John Wiley and Sons, Inc.
Publication year
Bloomberg Financial
Page amount
240 pages
Printed ISBN

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