Free The Ensemble Practice: A Team-Based Approach To Building A Superior Wealth Management Firm Ebooks To Download
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
Hardcover: 240 pages
Publisher: Bloomberg Press; 1 edition (October 2, 2012)
Language: English
ISBN-10: 1118209540
ISBN-13: 978-1118209547
Product Dimensions: 6.3 x 0.9 x 9.4 inches
Shipping Weight: 1 pounds (View shipping rates and policies)
Average Customer Review: 4.7 out of 5 stars See all reviews (6 customer reviews)
Best Sellers Rank: #362,111 in Books (See Top 100 in Books) #67 in Books > Business & Money > Industries > Financial Services #86 in Books > Business & Money > Finance > Wealth Management #2864 in Books > Business & Money > Investing
I am the CEO of a multi-million-dollar revenue RIA firm with something in excess of 300 million dollars of client assets under direct management so we are large by some measure and just a nit on an elephant's hind end by many. I have known of Philip Palaveev for a decade or more from hearing him speak back when he was at Moss Adams. I purchased this book thinking that it would be a bunch of psychobabble from an accountant-like point of view. On the contrary, I found the book to be full of insights. I am an avid underliner and desecrator of business books and I have some interesting point marked up and noted in every chapter. Sometimes it is an admonition for our firm to do something new or to consider it...... and at others the underline is sweet vindication for pausing to celebrate that it appears we are doing something right. Though I have heard Philip speak, I do not know him personally, nor would he know me so I am not being favored in any way for writing this encouragement to read this book. This is a great book if you want to peek under the tent of how to operate a successful RIA as a business instead of some small barbershop that will die with the owner. I am giving a copy of this book to everybody on our team because we desire to mentor the wonderful young men and women in our firm to think like successful business people and NOT like so many self-centered advisors who think hunting is the only admirable skill. Our industry is changing folks....
To the point, with no nonsense included, this book was easy to read and understand. The ensemble, while not unique to other industries, is a difficult concept for advisors to envision. Palaveev does a good job raising the key issues of why an ensemble firm is more valuable for you, and your clients.
This book brings up a lot of issues that often are not considered by those about to embark on an ensemble path. I bought a copy for all of the advisors on our team, and it was helpful in discussing those issues.
The Ensemble Practice: A Team-Based Approach to Building a Superior Wealth Management Firm Management: Take Charge of Your Team: Communication, Leadership, Coaching and Conflict Resolution (Team Management, Conflict Management, Team Building, ... Team Motivation, Employee E) Index Funds: Index Funds Investing Guide To Wealth Building Through Index Funds Investing With Index Funds Investing Strategies For Building Wealth Including ... Guide To Wealth Building With Index Funds) Goals-Based Wealth Management: An Integrated and Practical Approach to Changing the Structure of Wealth Advisory Practices (Wiley Finance) The Architect's Guide to Small Firm Management: Making Chaos Work for Your Small Firm The Big Book of Team Building Games: Trust-Building Activities, Team Spirit Exercises, and Other Fun Things to Do Swing Classics for Jazz Ensemble (Tenor Sax 1) (Young Ensemble, Tenor Sax 1) The Wind Ensemble and Its Repertoire: Essays on the Fortieth Anniversary of the Eastman Wind Ensemble, Paperback Book (Donald Hunsberger Wind Library) Active Portfolio Management: A Quantitative Approach for Producing Superior Returns and Controlling Risk Infection Control and Management of Hazardous Materials for the Dental Team, 3e (INFECTION CONTROL & MGT/ HAZARDOUS MAT/ DENTAL TEAM ( MILLER)) Evidence-Based Practice For Nurses: Appraisal and Application of Research (Schmidt, Evidence Based Practice for Nurses) Johns Hopkins Nursing Evidence Based Practice Model and Guidelines (Second Edition) (Dearholt, John Hopkins Nursing Evidence-Based Practice Model and Guidelines (previous) Art's Principles: 50 years of hard-learned lessons in building a world-class professional services firm The Professional Practice of Landscape Architecture: A Complete Guide to Starting and Running Your Own Firm Start Your Own Law Practice: A Guide to All the Things They Don't Teach in Law School about Starting Your Own Firm (Open for Business) Team Building And Group Dynamics Management: Revised Edition June, 2016 Management Information Systems: Managing the Digital Firm (14th Edition) Management Information Systems: Managing the Digital Firm, 13th Edition The McKinsey Mind: Understanding and Implementing the Problem-Solving Tools and Management Techniques of the World's Top Strategic Consulting Firm Team of One: Get the Sales Results of a Full Time Sales Team Without Actually Having One
